
Based on current documentation the user should not be able to publish the article. Expected Results: Documentation will be updated to reflect the behavior that a user without required perms (CRUD on article type and Publish Articles action) is able to publish when article has been approved via approval process. Workaround
Table of Contents
How can I control what content is published 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.
What drives poorly written user stories in Salesforce?
Poorly written user stories are often driven by these three words that sends shivers down every Salesforce Admin’s spine. Sometimes the requests, at first glance, are low risk. They appear to be simple changes that can be done quickly. possibly straight into your production org.
What are the different types of articles in Salesforce?
Different article types are kept as Record Types, like any other Salesforce object. For example, you may have an FAQ record type, a Troubleshooting record type, and a News record type for the different types of content you want to organize.
Is your user story connected to supporting Salesforce metadata?
Above: user stories connected to supporting Salesforce metadata. A poorly written user story could have a huge impact on the Salesforce org (the ‘technical risk’ I’ve talked about until this point), but the user story could also have an impact on the business, namely:

How do I publish an article in Salesforce?
Click the *Knowledge tab [1] at the top and change the list view to Draft Articles [2].Check the box next to all three article titles and then click Publish.Ensure Publish Now is selected.Click Publish.
How is Salesforce knowledge enabled for users that need access to article management?
Enable Salesforce KnowledgeTo enable care coordinators and internal users to edit articles without going to the Article Management tab, select Allow users to create and edit articles from the Articles tab .Select Activate Validation Status field to add a Validation Status field to all articles.More items…
What access does a user need to be able to import articles to a knowledge base?
-Knowledge> Articles> Import Articles. What access does a user need to be able to import articles to a knowledge base? -Can contribute.
How do I enable 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.
Who can publish Knowledge articles in Salesforce?
By default, all internal users with Read permission can read published articles. Assign permissions to agents and authors who publish, archive, delete, and manage articles. Use permission sets or custom profiles to give agents, authors, and other users the Knowledge access they need.
How do I give access to Knowledge articles in Salesforce?
This is how you’ll enable Knowledge Articles for a Guest User:Go to your Setup | Sites. … Click on the Public Access Settings Button, there you will see the profile of the guest user. … Click on view users and you’ll be directed to page with the guest user. … Search for Permission Set and click Edit Assignments.More items…
What is the best way to share a knowledge article with another user?
Using a permalink is the best way to share a knowledge article with another user.
How do I enable a knowledge user in Salesforce?
Enable Knowledge UsersAt the top of any Salesforce page, click on your profile photo and then click Settings.Under My Personal Information, select Advanced User Details and click Edit.Select Knowledge User .Save your changes.
How do I create a knowledge article in Salesforce lightning?
Lightning Knowledge AuthorFrom 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.
How do I create a knowledge article in Salesforce community?
Set Featured TopicsSelect Featured Topics.Click in the Select a topic box and select Customer Support.Click + Add.Click in the Select a topic box and select Social Groups.Click + Add.Click in the Select a topic box and select New Products.Click + Add.Click Save.
How do I create a knowledge article in Salesforce Classic?
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.
What is article type in Salesforce?
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.
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.
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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 …
Why add topics to articles?
Adding topics to articles lets you easily classify them based on content and provides easier searching within your knowledge base. Think of these like keywords. A single article can have a multitude of topics assigned depending on the content.
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.
Why are user stories written?
User stories will be written from the perspective of a group of users to validate how the requirement will be relevant/suitable to a group of users. Ultimately, one or more user stories deliver the business requirement. To summarize, at this point:
How to capture user stories?
This approach sounds amazing, but it must be hard to implement? Not really. You don’t need to completely reinvent your development processes. You can try it for the next piece of work you are delivering by taking these steps: 1 Centralize the capture of the user stories. 2 Commit to doing analysis on every user story before it is passed to the development team.. 3 Link user stories to metadata and any other supporting information. 4 Provide access to the user story and linked information to the development team.
What is a user story?
User stories are the tasks required to deliver the changes to the systems. Note: a user story doesn’t have to be related to a system change. A user story could detail a change to an operational process, or training content that has no impact on systems.
What is acceptance criteria in user stories?
Often a user story has acceptance criteria to guide the testing phase, used to assess if the requirement has truly been delivered. To prove that the delivered work meets the acceptance criteria, it’s typical to link out to supporting content, such as the process diagram, notes, and discussions.
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
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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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