How to enable knowledge in salesforce lightning


How do I enable lightning knowledge in Salesforce?

  • From 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.
Enable Lightning Knowledge
  1. From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
  2. On the Knowledge Settings page, click Edit.
  3. Select Enable Lightning Knowledge. Note To enable Lightning Knowledge, you must have one article type. …
  4. Enable any other Knowledge settings that you want.
  5. Click Save.


What do you need to know about Salesforce Lightning?

Specifically, we think that:

  • You should be comfortable reading and writing JavaScript. …
  • It would be great if you know Apex. …
  • If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. …

How to activate Salesforce Lightning?

Set the Default Interface to Lightning Experience

  • From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. …
  • Select the Roll Out phase.
  • Click Launch Lightning Experience to expand the stage.
  • Click Switch Users next to Make Lightning Experience the default interface. …
  • Click the + button next to the users you want to switch.

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What are the benefits of Salesforce Lightning?

Salesforce Lightning vs Classic: The benefits of Lightning

  1. Enhanced customer engagement. There’s no denying that a significant number of Salesforce customers have been blown away by the look and accessibility of Lightning experience.
  2. A sleeker way of working. The new tools and features available on Lightning make Classic look somewhat outdated in comparison and trickier to stay connected with the rest of …
  3. Easy for Salesforce newbies to use. If you’re new to Salesforce, you shouldn’t bother familiarising yourself with Classic edition. …

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How to get ready for Salesforce Lightning?

Get Ready to Troubleshoot

  • Learning Objectives. Explain the benefits of working with unminified code. …
  • Lightning Web Components Have Unique JavaScript Challenges. …
  • Before You Begin. …
  • Follow Along with Trail Together. …
  • Set Up Your Troubleshooting Environment. …
  • Open DevTools. …
  • DevTools Menu. …
  • Change the Location of DevTools. …
  • Enable Custom Formatters. …
  • Use Ignore List. …

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How do I enable knowledge sidebar in Salesforce lightning?

Knowledge articles appear based on matching words typed into a case’s Subject .From the object management settings for cases, go to Page Layouts.Click Edit next to a page layout.Click Layout Properties.Check Knowledge Sidebar , and click OK.Click Save.

How do I enable the knowledge object?

First, you have to enable topics for the Knowledge Object.Click the setup gear. and select Setup. Note: Ensure you select Setup and not Service Setup.Enter Topics for Objects in Quick Find, then select Topics for Objects.Under Object, select Knowledge.Click Enable Topics.Check Text and Title.Click Save.

How do I enable public knowledge base 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.

How do I give access to knowledge articles in Salesforce?

Note To do more than read articles, agents need the Knowledge User license.From Setup, enter Users in the Quick Find box, then select Users.Click Edit next to the user’s name, or click New to create a user.If you’re creating a user, complete all the required fields.Select Knowledge User.Click Save.

How do I add a knowledge tab in Salesforce?

Add the ‘Knowledge Classic’ tab in Community Tabs AdministrationFrom Setup, enter All Communities in the Quick Find box, then select All Communities.Click the Workspaces action for the affected Salesforce Tabs + Visualforce community. ( … Click on Administration tile.Click on Tabs on the left panel.More items…

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 publish a knowledge article in Salesforce lightning?

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 do I access knowledge language settings in Salesforce?

In Setup, enter Knowledge Settings in the Quick Find box, then select Knowledge Settings. Click Edit. Select Multiple Languages and add the languages you want to include in your knowledge base. Important You can add the languages that your instance of Salesforce supports.

Where is Salesforce Knowledge accessed?

Required Editions. 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. For more information, contact your Salesforce representative.

What is knowledge user in Salesforce?

The Knowledge User is a feature license, so it’s on user basis. To set up the knowledge base for org, you will have to enable the knowledge base through setup. But to have User access to knowledge, you have to check the Knowledge User checkbox on user record.

How do I enable Article management in Salesforce?

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 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…

Knowledge Is Power

Having a quality supply of knowledge articles on your self-serve site can do wonders for case deflection, customer satisfaction, and agent productivity. Currently the hard-working support agents at Category 1 Biking rely on FAQs taped to office walls and cash registers. Time to upload those FAQs to a site!

Configure Lightning Knowledge

You can create record types to distinguish types of Knowledge articles and custom fields to store different types of information. Category 1 Biking is starting with a simple FAQ record type. Since you used the Knowledge Setup guide, the FAQ record type has been created for you by default. To view the new record type:

Enable Topics for Objects

There are many ways to organize content. With topics, you can classify and search Knowledge articles by assigning specific topic areas. Without enabling Salesforce Knowledge topics, articles can’t be displayed outside of your org.

Create Knowledge Articles

Now that you have your basic setup in place for knowledge, create a few sample articles for Category 1 Biking.

What is sharing for Lightning Knowledge?

Sharing for Lightning Knowledge lets you take advantage of the features you already know, such as organization-wide defaults,access by owner role hierarchies, and criteria-based rules. When you make the switch to sharing for Lightning Knowledge, you canmanage article access based on fields within the article instead of data categories.

How many versions of Salesforce Knowledge are there?

Every Salesforce Knowledge article can have several versions: one draft, one published, and several archived versions, and each ofthese versions can have multiple translations. Thus, the total number of article versions in an org can be much higher than the numberof articles. When scaling your org, pay attention to both the total number of article versions and edition-specific limits on articles.

What is target in Salesforce?

The target corresponds to the link’s target attribute in the source HTML. This target determineshow links open in Salesforce Classic and outside Salesforce, like in your Salesforce and ExperienceCloud sites.

What is smart link?

Link between articles or embed links to articles in external websites and resources. With smart links,your users always get to the right version because the links are automatically updated based onthe article channel, version, and URL name.

Why is it important to have a robust knowledge base?

With a robust knowledge base, customersreceive service faster or even solve their own issues.

What is Lightning App Builder?

Use the Lightning App Builder to configure the default record page to match your users’ workflow. Your Lightning page consists ofarticle page layouts and the components you choose for your users.

Can agents share articles in Salesforce?

Agents can insert links to articles from a Salesforce Site or Experience Cloud sites into the case feed .In Lightning Experience, your agents can share article URLs in email, social posts, and chat andmessaging conversations. In Salesforce Classic, your team can send article URLs in the email, social,and Experience Cloud publishers.

Assign the Permission Set to Ada Balewa

Now that you’ve created the Knowledge Manager permission set, assign it to Ada so she is able to access and manage Knowledge articles easily.

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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