What is Salesforce knowledge and how do I share it?
Having Knowledge built and deployed out of Salesforce means that you can share relevant articles through 4 main channels, depending on where your customers are. It is important to note that for each article you publish, you can define which channels the article should be shared through.
What are allow ratings in Salesforce knowledge?
In a Salesforce community, the Allow Ratings is a setting on the Article Content component for the Article Detail page, which respects your community theme colors. One of the critical features of Salesforce Knowledge is Data Categories and Data Category Groups. These are two major functions — article organization and article access.
What is the use of knowledge object in Salesforce?
Since everything works like a normal Salesforce object, access is given in much the same way. Users can read, create, edit, and delete articles based on their Knowledge object permissions.
What is thumb vote in Salesforce Lightning pages?
For Lightning Pages, the Article Thumb Vote component gives users the voting options. In a Salesforce community, the Allow Ratings is a setting on the Article Content component for the Article Detail page, which respects your community theme colors.
How do I add files to Salesforce Knowledge articles?
To select files from a User's local machine:Open an existing Knowledge Article.Click 'Edit as Draft' and proceed in clicking 'Edit as Draft' on the pop window.Click 'Image' icon.Opens a window to select files from user's local machine.Select an image and click OK.
How do you relate a case to a knowledge article in Salesforce?
In order to add the related list of related Cases to Knowledge articles navigate to Knowledge Settings and select the "Enable list of cases linked to an article" preference in the "Case Settings" section. Once the preference is enabled, Edit the desired Knowledge page layouts and add "Cases" related list.
How do I use rich text area in Salesforce?
In Salesforce Classic, you can use different target values in hyperlinks in the rich text field. If you edit a rich text field with such a link in Lightning Experience or the app, the target value is converted to _blank . In Salesforce Classic, inline styles are supported on div , span , p , br , and hr tags.
How are knowledge articles used in Salesforce?
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 attach a Knowledge article to a case?
Help Agents Attach Articles to CasesFrom. , select Setup.Click Object Manager and select Case.Click Case Page Layouts.Click Custom Case Layout. ... At the top of the page, click Feed View.Scroll down to Article Tool Settings and select Enable attaching Articles inline.Click Save.
How do I use data categories in Salesforce Knowledge?
If you want to use data categories with Answers, after creating your category group you must assign it from Setup by entering Data Category Assignments in the Quick Find box, then selecting Data Category Assignments under Answers. You can only assign one category group to an answers community.
Can we use text area in Formula field?
Rich text area fields cannot be used in a formula. They can be used in validation rules and workflow rules.
What is rich text field?
What is rich text? Rich text is text that is formatted with common formatting options, such as bold and italics, that are unavailable with plain text. You format your data by using common formatting tools, such as the Ribbon and the Mini Toolbar.
How do I create a custom text field in Salesforce?
Try It YourselfIn your Salesforce org, click. ... Click the Object Manager tab. ... From the Object Manager. ... From the sidebar, click Fields & Relationships. ... Click New to create a custom field. ... Next, choose a data type.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.
What are the two features of knowledge in Salesforce?
One of the critical features of Salesforce Knowledge is Data Categories and Data Category Groups. These are two major functions — article organization and article access.
Is Salesforce knowledge a CMS?
Salesforce Content Management is a hybrid CMS, meaning it has a user-friendly front-end to help marketers create content and extend it to any Salesforce touchpoint – such as a commerce site, marketing email, or experience portal.