How to enable knowledge in salesforce

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  • Enter Knowledge in the Quick Find box under Setup and then select Knowledge Settings.
  • If you’re new to Salesforce Knowledge, choose Yes and click Enable Salesforce Knowledge to enable it.
  • To proceed, click OK.
  • Click Edit on the Knowledge Settings page.
  • Select Allow Lightning Knowledge to Work.
  • Save the file.

Required Editions and User Permissions. Make sure you’re a Knowledge User. From Setup, in the Quick Find box, enter Knowledge , and then select Knowledge Settings. Confirm that you understand the impact of enabling Salesforce Knowledge and click Enable Salesforce Knowledge and click OK in the dialog box.

Full
Answer

How to enable a knowledge user in Salesforce?

To enable a knowledge user in Salesforce, you must first create the knowledge user. Next, you will need to give the knowledge user access to view and edit salesforce data. Lastly, you will have to add the knowledge user to your company’s security group. Reference: allow view knowledge permission salesforce.

How do I create a knowledge article 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. One may also ask, how do I add a knowledge article in Salesforce?

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 …

How do I set up knowledge in Salesforce Lightning?

From 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. You can create record types to distinguish types of Knowledge articles and custom fields to store different types of information.

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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 enable knowledge in Salesforce lightning?

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 enable knowledge in Salesforce Classic?

The Knowledge User checkbox is in the second column of the User Detail section. 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.


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 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…


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.


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.


How do I enable a topic in Salesforce?

Enable Topics for ArticlesFrom Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.Click the article type name where you want to enable topics.Check Enable topics.Select which fields you want to use for suggestions.Click Save.More items…


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 enable knowledge in the sandbox?

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


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 …


What is the knowledge lifecycle?

The Knowledge Lifecycle is cyclical and stresses continuous improvements to content. To support the Knowledge Lifecycle, Lightning Knowledge has version control, which is a new feature from the Classic model.


What is Lightning Knowledge?

The Lightning Knowledge data model is very different from the Classic Knowledge data model, so the access is also fairly different . In Lightning Knowledge, all articles are on a single Salesforce object called Knowledge (Knowledge__kav) by default (you can actually rename if you want, not just relabel!)


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.


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.

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