how to publish knowledge article salesforce

• Log in to Salesforce ( https://sfdcb2b.intuit.com) and click the app launcher in the top left-hand corner under the Intuit logo.
• Scroll down and under All Items click Knowledge.
• Click Create New to create a new Knowledge Article and select Internal Tools
• Give the article a Title and enter the information for the article into the applicable fields. ...
• Under Channels on the right side of the screen, make sure Public Knowledge Base is checked, otherwise it will not show up on KB Community
• Click Save
Click on Categories on the right side of the screen and click Edit.
Assign a Category or Multiple Categories to the article and click Save. IMPORTANT: Be sure to select a Category type if you want it to be grouped
Click Save.
In the upper right-hand corner, select Publish to publish the Knowledge Article.
Select Publish Now or Schedule Publication to publish it at a specific time.
Change List View to Published Articles and verify that your Knowledge Article was published.

Full Answer

What is Salesforce knowledge base and how to publish to it?

Learn how to publish your content directly to Salesforce Knowledge Base. Salesforce Knowledge Base is a knowledge management system that you can use to resolve customer queries and queries from external and internal employees. Salesforce Knowledge Base is a self-serve online repository of articles about a product, service, or topic.

How to enable knowledge feature in Salesforce?

Enable knowledge: 2. Create an article type. 3. Create two users, User A and User B using the default Standard User profile, same role, and assign them knowledge feature licenses. 4. Create two permission sets:

How do I publish to Salesforce using presets?

After you've configured the preset, you can publish to Salesforce. Click the ellipsis icon (...) near the preset and click Publish. You can also edit the server information after clicking Edit. Select the presets to which you want to publish the content. Click the Generate Preset icon in the Output Presets panel.

How do I create and publish a service in Ada?

Now that the foundation is in place, create and publish an article to test the process. Once you create your article, assign it to Ada for validation, and finally, publish it. Click to open the App Launcher and select Service. Click the Knowledge tab. Click New. Select How To as the record type and click Next.

How do you deploy Knowledge article?

To deploy Knowledge article data:The data loader (data deployment) feature in Gearset needs to have been purchased and enabled by your team owner.The Knowledge object metadata type needs to exist on both the source and target.The user running the deployment needs to have permission to access the Knowledge objects.More items...

How do I enable Knowledge articles in Salesforce?

Enable Lightning KnowledgeFrom Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.On the Knowledge Settings page, click Edit.Select Enable Lightning Knowledge. Note To enable Lightning Knowledge, you must have one article type. ... Enable any other Knowledge settings that you want.Click Save.

How do I add a Knowledge article to a Salesforce community?

Add Knowledge to the Site Using TopicsClick the setup gear. ... Enter All Sites in Quick Find, then select All Sites.Next to Category 1 Biking, click Workspaces.Select the Content Management tile.Click Topics.Select Navigational Topics.In Enter a navigational topic, enter Customer Support and click + Add.More items...

How do I manage Knowledge articles in Salesforce?

Select Manage Salesforce Knowledge. 3. Click on App Permissions....You also need to make sure that the Tabs are visible as necessary:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a User profile.Click Edit.Set the visibility of the necessary tabs to Default On.Click Save.

How do I approve a knowledge article in Salesforce?

From Setup, enter Approval Processes in the Quick Find box, then select Approval Processes. Choose the Approval Process Wizard. Two wizards are available to help you through the approval setup process. Choose the one that meets your requirement the best.

What is Salesforce knowledge article?

Your Salesforce Knowledge base is built from knowledge articles, which are documents of information. Articles can include information on process, like how to reset your product to its defaults, or frequently asked questions, like how much storage your product supports.

How do I update a Salesforce Knowledge article?

Select Show all Salesforce objects and select the appropriate ArticleType__kav object where ArticleType is the article's article type name for Classic Knowledge or Knowledge__kav for Lightning Knowledge. c. Click Browse... and choose your updated file that you prepared externally in step 2. Click Open, Next >, Ok.

How do I edit a published knowledge article in Salesforce?

To set up or edit your knowledge base, from Setup, enter Knowledge Settings in the Quick Find box, select Knowledge Settings, then click Edit. Enables agents to edit articles without going to the Article Management tab. Agents can click Edit to open the article edit page.

How do I enable Article management in Salesforce?

Go to Setup. Click on Manage Users. Select Profiles. Click on the desired profile, then choose App Permissions....Article Management Tab Configuration ProcessGo to Setup.Locate the Quick Find Box and enter User Interface.Select User Interface.Choose the option Enable Enhanced Profile User Interface.Hit Save.

What is knowledge base?

In a knowledge base, various authors and contributors well versed in the subject matter, add relevant content in the repository. The content can be of a wide range covering variety of subjects. Typically in a knowledge base, you can find FAQs, manuals, troubleshooting guides, or process workflow documents.

Can you add Cascading Style Sheets to Salesforce?

It is important to note that Salesforce does not permit adding JavaScript or Cascading Style Sheets (CSS) within the articles, so your publication must not use Drop-down text, Expanding text, or Thumbnail images. However if used, the text that is enclosed is preserved as plain text.

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Enable Validation Status for Articles

Before you can do anything with validation statuses, the validation status field must be activated. Make sure this is ready to go!

Create a Validation Status

Notice there are two different validation statuses already in the system—Validated and Not Validated. Add a Work in Progress status for articles that are in the works, but not ready for validation.

Create and Publish an Article

So far, you’ve set up record types, page layouts, data categories, access and visibility settings, and validation statuses for Knowledge. Now that the foundation is in place, create and publish an article to test the process. Once you create your article, assign it to Ada for validation, and finally, publish it.

Validate and Publish the Article

To fully test the process, sign in as Ada, and validate and publish the article you just created.

Update the Article

Once an article is published, you can always improve or update the information as needed. To test this process, add a note to your recently published Knowledge article. This is accomplished by creating a new version of the article and adding the new text. Once it’s updated, re-publish the article.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

Follow Along with Trail Together

Introduction

Enable Validation Status For Articles

Create A Validation Status

Create and Publish An Article

Validate and Publish The Article

• To fully test the process, sign in as Ada, and validate and publish the article you just created. 1. Click the Setup gear and select Service Setup. 2. Enter Users in the Quick find box and select Users. 3. Next to Ada Balewa, click Login. 4. Ensure you are viewing the Service App, and click the KnowledgeTab. 5. From the list view dropdown at the to...

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Update The Article

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