Herein, how do I add an article to a community in Salesforce? If you’re using Community Management, access topics by clicking Topics | Article Management. Use the search bar to look for articles.
- Select Article Management.
- Click the pencil icon. next to When will my bike arrive?
- In Add Topic, begin typing Customer and then select Customer Support.
- Click Save.
- Click the pencil icon. …
- In Add Topic, begin typing Social and then select Social Groups.
- Click Save.
- Click the pencil icon.
Table of Contents
How do I add content to a Salesforce workspace?
Note When you add new content to your workspace, it’s given a Salesforce CMS Content Key. This key sticks with the content across orgs, versions, sites, and components. To make the content available for collections and for individual placement on a page in your site, click Publish.
How do I add customer support to my site in Salesforce?
Click the setup gear and select Service Setup. Enter All Sites in Quick Find, then select All Sites. Next to Category 1 Biking, click Workspaces. Select the Content Management tile. Click Topics. Select Navigational Topics. In Enter a navigational topic, enter Customer Support and click + Add.
How do I set up navigational topics in Salesforce?
Click Topics. Select Navigational Topics. In Enter a navigational topic, enter Customer Support and click + Add. In Enter a navigational topic, enter Social Groups and click + Add. In Enter a navigational topic, enter New Products and click + Add. Click Save. Now set these topics as featured on your site.
How do I manage the articles associated with my site?
Note: To access the articles associated to your site, visit Workspaces > Content Management tile > Topics tab > Article Management . Your Category 1 Biking site is cruising along.
How do I upload an article to Salesforce?
Upload your . zip file:Log in to Salesforce, go to Setup -> Data Management -> Import Articles.Select the appropriate Article Type.Click Browse to select the . zip file and click OK.Click Import Now.
How do I add an article to a Salesforce topic?
Required Editions and User Permissions Use the search bar to look for articles. Filter your search by selecting a data category group, followed by a specific category. Click an article, and then type to assign topics. Choose a suggested topic or type a new one.
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.
How do I add article Management to Salesforce?
Go to Setup. Click on Manage Users. Select Profiles. Click on the desired profile, then choose App Permissions….Article Management Tab Configuration ProcessGo to Setup.Locate the Quick Find Box and enter User Interface.Select User Interface.Choose the option Enable Enhanced Profile User Interface.Hit Save.
How do I add a subtopic to a community in Salesforce?
To add a subtopic, add another topic and click Add. You can add up to two levels of subtopics for each parent topic. . Select a Data Category Group, then select the categories you want to add to the topic, and click Add Articles & Close Window.
How do I add a Knowledge 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 you assign an article to a data category?
Assigning Data Categories Go to “Setup” and look for the “Quick Find” box. Search for “Data Category Assignments” under the Articles zone. Click “Edit” then choose the categories you want to assign. Click “Save.”
How do I access 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 you set up a knowledge article?
Create Knowledge ArticlesFrom the main menu in the Service console, select Knowledge. … Click New.Choose the record type for the article. … Click Next.Enter the article title in the Title field. … Click in the URL name field. … Choose a Validation Status. … To show what the article is about, enter a summary.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 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.
Where does the article summary appear in Salesforce?
Where does the article summary appear? settings, ten in the Quick Find box, enter Knowledge Settings and select Knowledge Settings. to automatically enable Knowledge, assign licenses to article authors, and set up data groups and categories. In the Knowledge tab, click the article.
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.
Set Navigational Topics
You enabled topics earlier in this project. Now set up three topics that Category 1 Biking has chosen as top topics for their site: Social Groups, New Products, and Customer Support. You update those from Experience Workspaces.
Add Images to Topics
Next, add some images for each topic. Download this zip file to access images you can use for this project. Be sure to unzip the file.
Add Topics to Articles
Finally, associate these topics with the articles you created previously in the project.
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.
Follow Along with Trail Together
Introduction
Enable Validation Status For Articles
Create A Validation Status
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. 1. Click the App Launcher and select…
See more on trailhead.salesforce.com