The Knowledge User license allows you to manage (make, update, and publish) articles as well as activate and administer Salesforce Knowledge. Because all of your internal users may view articles without the special permission, you may only need to offer the Knowledge Person license to one user to produce articles at first.
What is Salesforce knowledge only license?
Knowledge only user Salesforce licensesare for users who only need access to Salesforce Knowledge and allows them to access the following tabs: Articles, Article Management, Home, Reports, and custom tabs. The license also includes a profile that grants access to the Articles tab via the “View Articles” user permission.
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 can you do with a user license in Salesforce?
View Your Salesforce Org’s Usage-Based Entitlements Enable a Feature License for a User Database.com User Licenses Enable Enhanced Profile List Views Manage Your Contracts with the Your Account App Password Policy Fields in Profiles Get Support with the Your Account App Work in the Enhanced Profile User Interface Page
What is Salesforce platform light license?
Salesforce Platform Light Salesforce Platform Lightlicense is for users who need to access custom or AppExchange apps but not standard CRM functionality. It essentially provides the same access rights as the Salesforce Platform license however the amount of times the user can log in is limited monthly.
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What is a Salesforce knowledge license?
Knowledge Licenses Salesforce Knowledge is a paid product. The Knowledge User license lets you enable and administer Salesforce Knowledge and manage articles – create, edit, and publish them. All your internal, external, and guest users can read articles without a special license.
What is Salesforce knowledge used for?
Salesforce Knowledge base is an effective knowledge management system that helps solve issues or answer questions of external customers as well as internal employees, by using articles. In the same way, public knowledge base helps the guest users to find the related articles through the community sites.
What are the features of Salesforce knowledge?
Main features of Salesforce Knowledge are:Content lifecycle management.APIs.Publication & translation approval.Knowledge One widget.Article rating system.Data categories for specific audience.Customization.Knowledge article tagging.More items...
What are two features of knowledge 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. Data Categories allow you to organize your article content in a hierarchical way.
What is the purpose of knowledge base?
What is a knowledge base? A knowledge base is a published collection of documentation that includes answers to frequently asked questions, how-to guides, and troubleshooting instructions. It's designed to make it easy for people to find solutions to their problems without having to ask for help.
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.
How much is a Salesforce knowledge license?
Salesforce proposes a basic license for small businesses for $25 per user and an unlimited version with all features for large enterprises for $300 per user.
What is true about Salesforce knowledge?
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.
Is Salesforce knowledge included in Service Cloud?
Salesforce Knowledge is available in Essentials and the Unlimited Edition with Service Cloud. Salesforce Knowledge is available for an additional cost in: Professional, Enterprise, Performance, and Developer Editions.
How do you deploy knowledge in Salesforce?
In salesforce setup, Search and open Import article wizard....Choose Production and provide salesforce login credentials.Export articles based on the filter provided by the app.Export in Salesforce Article importer format.Once done, mail will be sent to the exported user. Download from the mail.
What is Salesforce lightning knowledge?
Lightning Knowledge gives you a high-powered yet streamlined way to manage your knowledge base. With Lightning Knowledge, you get the benefits of standard objects that work like other objects in Salesforce.
How do I access Salesforce knowledge?
Enable Salesforce KnowledgeFrom Setup, in the Quick Find box, enter Knowledge , and then select Knowledge Settings.Confirm that you understand the impact of enabling Salesforce Knowledge and click Enable Salesforce Knowledge and click OK in the dialog box.To select your general settings, click Edit.More items...
What is Salesforce Knowledge Base?
Salesforce Knowledge gives you the ability to build out a comprehensive Knowledge Base ( KB) inside of Salesforce to service your internal agents, partners and customers. A Knowledge Base is simply a collection of articles with relevant information about your products and services, to encourage a self-service model for your customers ...
What is Lightning Knowledge?
The Lightning Knowledge data model is very different from the Classic Knowledge data model, so the access is also fairly different . In Lightning Knowledge, all articles are on a single Salesforce object called Knowledge (Knowledge__kav) by default (you can actually rename if you want, not just relabel!)
What is the knowledge lifecycle?
The Knowledge Lifecycle is cyclical and stresses continuous improvements to content. To support the Knowledge Lifecycle, Lightning Knowledge has version control, which is a new feature from the Classic model.
Can you approve articles in Salesforce?
As with most Salesforce objects, you can create an approval process for articles. This is invaluable for controlling what content is published, especially if you have a public knowledge base and need to screen content for customer-facing articles.
Salesforce Licenses – Recap
As a recap, here are the links to all the main Enterprise licenses types, including a rather handy PDF specification/comparison sheet – just click “download the full comparison sheet” on the relevant page:
What are Platform Licenses?
Platform Starter and Platform Plus licenses offer the standard Salesforce functionality you’ve come to know and love. However, the range of standard objects and the number of custom objects are severely curtailed – e.g., barely anything sales or service-related.
Important Tips!
Contract restrictions – recreating standard objects. Salesforce is extremely clear about this. If you copy certain standard features using custom techniques, then you must pay for those standard features. The main example is Opportunities and recreating the functionality contained therein to save on cost.
Changing Salesforce Licenses
Sometimes you’ll see references to “Salesforce licenses”, which are Sales Cloud, Service Cloud or a combination thereof and sometimes to “Salesforce Platform licenses” which are the Platform Starter and Platform Plus licenses. In practical terms there’s no difference – both types have the same standard interface.
Best Practice
Keep your profiles very “bare bones” if you can, with only a few (or zero) objects. Then add in the permissions you require via permission sets (or permission set groups of course) – this enables users with different licenses to share the same permission sets.
Summary
There’s a lot of information to take in about Salesforce licenses and a lot of options. The time spent to work out your use case could have a very high ROI and unlock Salesforce for more areas of your business.
What is Salesforce license?
A Salesforce license, or more precisely, a license definition, is a metadata description of the Salesforce features and services that are available to your org. License definitions describe functionality for your org as a whole and for individual users in your org. A license itself is the specific agreement between Salesforce ...
What is Salesforce provisioning?
Provisioning is the process that Salesforce administers to activate your licenses and enable functionality in your org. When your org is provisioned, it’s like a tenant shaking hands with the property manager, making the initial lease payment, and getting the office keys.
How many licenses does an org admin have?
As an org admin, you assign each user one user license, based on the user’s role. The user license determines the functionality that the user can access. An edition or add-on can contain multiple types of user licenses, depending on the product.
What is a permission set license?
Permission set license. A license that defines user-level functionality, which can be assigned to supplement the functionality in a user license. A user can be assigned multiple permission set licenses. Note that a permission set license is different from a permission set, defined in the next unit.
Does Salesforce have user licenses?
Some Salesforce products do not provide user licenses or permission set licenses. For example, Heroku, the application development environment, creates platform licenses but no user licenses, because its products define functionality at the platform (org) level but not the user level.
Can you have multiple permissions in Salesforce?
Many Salesforce products, such as Sales Cloud and Service Cloud, also include permission set licenses. Like user licenses, permission set licenses define user-level features. But while a user can have only one user license, the user can be assigned multiple permission set licenses. As an admin, you can assign permission set licenses to a user ...
Can you buy Perms for Salesforce?
As a Salesforce customer, you don’t directly buy individual perms or prefs. In fact, you don’t even buy individual platform, user, or permission set licenses (which are all settings licenses). Instead, you buy editions and add-ons, which are product licenses.
What are the benefits of Salesforce Knowledge?
The main benefits of Salesforce Knowledge are the capacity to create an internal knowledge base with ease, the self-service functionality, improved productivity and complete control over the content. Here are more details: Internal Knowledge Base.
Can a customer service agent share content with their knowledge base?
Since the cloud-based knowledge repository can be embedded right into a business’s system, customer service agents will be able to find the right answer to customer queries in a matter of seconds and deliver excellent assistance. Agents can also share content with their knowledge base.
Can agents share knowledge?
Agents can also share content with their knowledge base. Also, the platform lets you share knowledge with any device or channel with just one click. Knowledge Base Control and Customization Capability. With Salesforce Knowledge, you can set up custom publication, reviews, and translation approval.
About Salesforce Licenses
- Salesforce offers four editions packed with specific essentials to suit various CRM needs. Not every consumer or business requires all features, hence the convenient segregation of features into strategic editions. Licenses in Salesforce are merely permissions that allow complete access to a particular feature to a user. Different editions entail t...
Types of Salesforce Licenses
- Accessing the general Salesforce features requires users to own the basic/standard User license. The other types of licenses include Feature licenses and Permission set licenses. Further, Salesforce offers usage-based entitlements to enable and restrict access to users over a specific period. The following are the types of Salesforce licenses available.
Understanding User Licenses
- The numerous Salesforce features call for equally numerous licenses to allow specific access. Here are the sub-types of User licenses and a brief description of each.
in Conclusion
- With the various licenses a user can get assigned, keeping track of them is also made just as simple. The Lightning Usage application allows you to track active user permissions through the Active Licenses tab. It can get challenging to understand and keep in mind the various permissions when assigning to a user. Although, optimally utilizing the permission authority help…
Key Points – What You Need to Know
Content Management
Channels
Approval Processes
Knowledge Features
- Ratings
One feature of Salesforce Knowledge is the ability to let your users rate the content. In Classic Knowledge this was always a 1-5 star rating, but in Lightning Knowledge it’s a simpler thumbs-up or thumbs down rating system. (When migrating, 3,4,5 stars are converted to thumbs-up and 1,2 … - Data Categories
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. Data Categories allow you to organize your article content in a hierarchical way. They can also be grouped into D…
Topics
Case Deflection
Using Apex with Knowledge
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