Click the setup gear and select Service Setup. Enter All Sites in Quick Find, then select All Sites. Next to Category 1 Biking, click Workspaces. Select the Content Management tile. Click Topics.
- To see a topic's detail page, click the topic name.
- To see updates in your Chatter feed, click. Follow.
- To narrow what you're looking for, filter the list of topics.
- Search for topics by name. ...
- Only users with the View All Data permission can filter by record name.
How do I set up navigational topics in Salesforce?
Click Topics. Select Navigational Topics. In Enter a navigational topic, enter Customer Support and click + Add. In Enter a navigational topic, enter Social Groups and click + Add. In Enter a navigational topic, enter New Products and click + Add. Click Save. Now set these topics as featured on your site.
How do I assign content topics to Salesforce CMS?
Assign content topics to CMS Content when reviewing it in the Content Management workspace of your site. Review and manage your topics from the Topics page. Note For a topic to be available for use in Salesforce CMS, it must be Enabled for Content.
How to find related list in Salesforce Lightning?
1. in Lightning, open the record where these related list are associated with eg. Account record 3. under Related, click the section on where the related lists are eg. "Contracts", "Projects" etc.
How do I manage Salesforce knowledge?
You can find the "Manage Salesforce Knowledge" one of two ways: In the Knowledge Management section, select Manage Salesforce Knowledge "Knowledge User" - User Record Permission The "Knowledge User" permission is also required for all users who will be using Knowledge. You also need to make sure that the Tabs are visible as necessary:
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What are the topics in Salesforce?
Topics are words or phrases that you can associate with Salesforce records to organize them around common themes. Tags are words or short phrases that you can associate with most Salesforce records to describe and organize their data in a personalized way.
How do I enable topics in Salesforce lightning?
Enable Topics for ArticlesFrom Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.Click the article type name where you want to enable topics.Check Enable topics.Select which fields you want to use for suggestions.Click Save.More items...
What are topics in Salesforce lightning?
Topics allow your users to organize records by theme. On the topic detail page, users can see all the records with a topic and filter their record list views by topic. Enable topics for objects so that users can add topics to records and organize them by common themes.
How do I report a topic in Salesforce?
To add topics into a record object:Do not need to start with #, just type the topic and hit enter when done.Need to type in the Topics component in lightning, see post below for Topics component.You need to have edit permission on the record to be able to add topics to that record.More items...•
How do topics work in Salesforce?
Topics allow your users to organize records by theme. On the topic detail page, users can see all the records with a topic and filter their record list views by topic. Enable topics for objects so that users can add topics to records and organize them by common themes.
How do I view knowledge articles in Salesforce?
To switch to the Knowledge One and the Knowledge tab, have your administrator add the Knowledge One permission to your profile or permission set. If the search bar is in the left-side panel of the page you are using the Articles tab. The Articles tab presents a list of your Salesforce Knowledge published articles.
How many topics can be created in Salesforce?
Records can have up to 100 topics. When you're done adding topics, click Done or press Enter.
What is $a in lightning?
$A is how you gain access to the underlying Aura framework, such as enqueuing actions, getting application events, managing the Aura rendering life cycle, and various utility methods.
What is LWC in Salesforce?
Salesforce has introduced a new platform called Lightning Web Components (LWC) in December 2018. Lightning Web Components takes Salesforce lightning platform one step closer to using web standards for UI development.
How do I pull a report in Salesforce?
Most reports run automatically when you click the name.Click the Reports tab.Find the report you want to run and click the report name. If you're already viewing a report, click Run Report to run it.
What is report types in Salesforce?
There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
How do I create a tabular report in Salesforce?
How To Create A Tabular Report In Salesforce?Go to Reports option, click on New Report, choose the opportunities Report Type, and Click on Create.Add filters like select all opportunities to show, select open for opportunity status, select create date for Date Field, and select current FY for Range.More items...•
Set Navigational Topics
You enabled topics earlier in this project. Now set up three topics that Category 1 Biking has chosen as top topics for their site: Social Groups, New Products, and Customer Support. You update those from Experience Workspaces.
Add Images to Topics
Next, add some images for each topic. Download this zip file to access images you can use for this project. Be sure to unzip the file.
Add Topics to Articles
Finally, associate these topics with the articles you created previously in the project.
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.
Salesforce Chatter Features
Salesforce Chatter offers many features to boost collaboration between users. Chatter’s functionality mirrors that of a social media platform, with tagging, @mentioning, and more.
What is a Chatter Feed?
A Chatter Feed is a list of published posts. Chatter Feeds can be accessed from either:
Chatter Groups
Chatter Groups allow particular sets of users to collaborate on Salesforce. Groups have three visibility settings:
Chatter Email Digest
When you join a Chatter Group or decide to “Follow” a colleague, you will receive email notifications on their Chatter activity.
Chatter Feed Tracking
Chatter Feed Tracking on a record will display polls, posts, comments, and record updates. For record updates to appear, feed tracking must be enabled.
Attach Files
When a file is attached to a record, it is also added to the Notes and Attachment related list and stored in Files.
Salesforce Topics
You can create and add topics in Salesforce to Chatter posts or records; topics are added by including a Chatter post hashtag.
Your Salesforce Records, Your Way
At their core, Tags and Topics are tools that allow users to create labels for records in the system, and then view records based on those labels later.
Salesforce Topics
Salesforce topics offer a few new and welcome changes to the functionality that once was granted by Salesforce tags. The biggest standout feature is that you can now reference topics when creating list views.
Things to Consider
Even with the improvements that are coming with Topics, there’s still one bit of functionality I wish was present. Neither Salesforce tags nor Salesforce topics are visible in reports. There’s no way to run data analysis or simple export on records that are grouped by Tags or Topics.
Final Thoughts
After reviewing these features, I can see the case for private Tags; if a user just wants to organize their things in their way, then private Tags let them do that without having to worry about what other users think of it. And in sufficiently small numbers, Topics make sense as well.
Keep search simple
Discover the content collected on any subject discussed in the community.
Find common connections
Users can recommend relevant posts, files, groups, and experts on any topic with customer collaboration software from Salesforce.
New topic? Get a new page
New topics pages are automatically generated, addressing subjects being discussed as they arise.
Online Community Software from Salesforce Community Cloud
Salesforce Community Cloud is powered by advanced online community software that allows businesses of all sizes to connect to their partners, customers, employees, and business processes like never before.
Related Searches
Partner Relationship Management Solution : Deliver the same tools that makes your internal team successful to your partners.
How to manage Salesforce knowledge?
You can find the "Manage Salesforce Knowledge" one of two ways: 1 If you do not have the "Enable Enhanced Profile User Interface" enabled#N#Click Setup | Manage Users | Profiles#N#Click on the Profile#N#Scroll down to the Administrative Permissions section#N#Select Manage Salesforce Knowledge 2 If you have the "Enable Enhanced Profile User Interface" enabled#N#Click Setup | Manage Users | Profiles#N#Click on the Profile#N#Click on App Permissions#N#In the Knowledge Management section, select Manage Salesforce Knowledge "Knowledge User" - User Record Permission The "Knowledge User" permission is also required for all users who will be using Knowledge.
How to enable knowledge in Salesforce?
1. To enable Salesforce Knowledge, from Setup, enter Knowledge in the Quick Find box, then select Knowledge Settings. Confirm that you want to enable Salesforce Knowledge and click Enable Knowledge. If your org doesn't have an article type, a default article type is created.
Set Navigational Topics
Set Featured Topics
- Now set these topics as featured on your site. 1. Select Featured Topics. 2. Click in the Select a topic box and select Customer Support. 3. Click + Add. 4. Click in the Select a topic box and select Social Groups. 5. Click + Add. 6. Click in the Select a topic box and select New Products. 7. Click + Add. 8. Click Save.
Add Images to Topics
- Next, add some images for each topic. Download this zip fileto access images you can use for this project. Be sure to unzip the file. 1. Click the pencil icon next to Customer Support. 2. Click Upload thumbnail image. 3. Select support.pngfrom the downloaded folder. Wait for the image to display. 4. Click Close. 5. Click the pencil icon next to Social Groups. 6. Click Upload thumbnail i…
Add Topics to Articles
- Finally, associate these topics with the articles you created previously in the project. 1. Select Article Management. 2. Click the pencil icon next to When will my bike arrive? 3. In Add Topic, begin typing Customer and then select Customer Support. 4. Click Save. 5. Click the pencil icon next to How can I find local bike groups? 6. In Add Topic, begin typing Social and then select So…