Users may report that Site Users are unable to see Files attached to a Knowledge Article. Checking to View Where a File Is Shared may show multiple sharing entries for the Article under “Who Can Access” with their Customer Access toggle set to Disabled. Make Files on Records Visible to Customers.
Table of Contents
How to fetch attached files from knowledge article in Visualforce?
Unfortunately, there is no direct way to fetch attached files on the Knowledge Article in an Visualforce page. I tried this work around, but it takes extra steps and the user’s didn’t feel it was necessary. I did manage to find another work around where we used the RTF field and allow insert article image.
Why is my Salesforce knowledge not working?
If you’ve enabled Salesforce Knowledge, and you’re sure all permissions are configured correctly then there may be another simple reason for it to seemingly not work: If you previously had the Content Management Workspace open before you enabled these settings, you will need to refresh the page.
Why can’t I see files attached to a knowledge article?
Users may report that Site Users are unable to see Files attached to a Knowledge Article. Checking to View Where a File Is Shared may show multiple sharing entries for the Article under “Who Can Access” with their Customer Access toggle set to Disabled. Make Files on Records Visible to Customers.
How to get the URL of a filefield in Salesforce?
You can use the method getFileFieldURL (entityId, fieldName). Note: Here the fieldName is the Body subfield of the FileField. i.e.
How do I add files to Salesforce Knowledge articles?
Drag and drop ‘Related Lists’ from pane on the right and into the layout. Save. Reload the article and the Related Lists – Files should be there now. If you’ve set the permissions correctly, you should be able to upload the file while editing.
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 do I add a PDF in Knowledge article in Salesforce?
Enable iframe capabilities – Click on Setup | Customize | Knowledge | Settings | Check “Allow users to add external multimedia content to HTML in the standard editor” to ‘True’ – you can then use the WYSIWYG editor on Rich Text fields to “Embed Media” into a Knowledge Article.
How do I edit a published Knowledge article in Salesforce?
To set up or edit your knowledge base, from Setup, enter Knowledge Settings in the Quick Find box, select Knowledge Settings, then click Edit. Enables agents to edit articles without going to the Article Management tab. Agents can click Edit to open the article edit page.
How are knowledge base articles accessed?
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…
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.
How do you send knowledge articles to customers in Salesforce?
If articles are associated with a case, users can attach PDF versions of the articles to an email simply by choosing a template you create. This capability is available in Salesforce Classic if Email-to-Case or On-Demand-Email-to-Case is set up and the Email related list is visible on case page layouts.
How do I assign an article to a case in Salesforce?
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 edit my knowledge article?
Editing Published Knowledge Articles As a fulfiller, you can edit a knowledge article by clicking the Edit button at the top of any article. You must be logged in to the fulfiller view of ServiceNow for this option to be available.
Can we edit published article in Salesforce?
You can create or edit an article from the Knowledge tab or Article Management tab. If you’re creating an article, you may need to select the article type and language.
What details does a knowledge article hold?
Knowledge articles are those who provide users with information such as self-help, troubleshooting, and task resolution.
How to replace “FAQ__kav” with “Attachment_1”?
Simply replace “FAQ__kav” with the name of your Article Type and ” Attachment_1” with the field name assigned to the Attachment within that Article Type.
Does Lightning have an Apex controller?
With Lightning and VF, we would usually have an apex controller so, it is easier to the use the URL class ( https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_methods_system_url.htm) to get the FilesURL using apex. You can use the method getFileFieldURL (entityId, fieldName).
Can you fetch an attached file in Visualforce?
Unfortunately, there is no direct way to fetch attached files on the Knowledge Article in an Visualforce page.
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.
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.
