How Do I Enable Knowledge In Salesforce?

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.

Note Enabling Lightning Knowledge changes your org’s data model to use record types rather than article types..

How do I enable knowledge base in Salesforce?

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.

How do you develop knowledge articles?

To summarize, here are the steps you need to do to write a knowledge base article:Finalize the topics that you need to cover.Structure the articles in an easily consumable format.Write with the average user in mind.Add screenshots and videos especially when you explain something complex.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. They can also be grouped into Data Category Groups.

How do I create a knowledge article in Salesforce?

Note Before agents can access article types, you must set object permissions for article types.From Setup, enter Knowledge Article Types in the Quick Find box, then select Knowledge Article Types.Click New Article Type or edit an existing article type.Enter the article types details. Field. Description. … Click Save.

When lightning knowledge is enabled you can’t add an article type?

In Lightning Knowledge, Article Types are not available. Instead, you use Record Types on the standard Knowledge__kav object. See Compare Lightning Knowledge with Knowledge in Salesforce Classic. Alter your package to support Lightning Knowledge instead of Classic Knowledge.

Where can I find knowledge articles in Salesforce?

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. On the Articles tab, you can: Search for published articles.

What is Article management in Salesforce?

To use this feature, you must have the proper licenses and you should enable its use within your org. The Articles and Article Management tab is your gateway to creating, organizing, editing, deleting, and publishing help articles for your users. This is a vital part of Salesforce Knowledge.

How do I publish a knowledge article in Salesforce lightning?

To publish in Classic Knowledge, you need the publish permission on an article’s article type and the “Publish Articles” or “Publish Translated Articles” article action to publish an article or translation. To publish in Lightning Knowledge, you need the associated User Profile perms.

What is knowledge in Salesforce?

Your Salesforce Knowledge base is built from knowledge articles, which are documents of information. … Control where and what information is published or shared based on the article page layouts, user profiles, actions, and other settings. You can use Knowledge in both Salesforce Classic and Lightning Experience.

How do I enable knowledge?

Enable Lightning KnowledgeFrom Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.If you’re new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge. … Click OK to continue.On the Knowledge Settings page, click Edit.Select Enable Lightning Knowledge.Click Save.

What is Article type in Salesforce?

000339395. Description. Article Types are like Record Types for Salesforce Classic Knowledge. They are custom templates that can provide a different look-and-feel for the published article as well different types of information, visibility and edit rights. Default article types include FAQs, Offers, and How-To’s.

How do I enable knowledge tab in Salesforce lightning?

Enable and Configure Lightning KnowledgeFrom Service Setup, click the Home tab.Click View All and then search for and select Knowledge Setup.Click Start.Ensure your name is selected as a Lightning Knowledge Author.Click Next, Next, then Finish.

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 is the difference between Salesforce Knowledge and solutions?

Here are some differences between Knowledge and Solutions: Knowledge requires feature licenses, meaning that it costs more money per user, whereas Solutions come free out of the box. Knowledge gives you the capability to segment through articles and data categories.