How Do I Access Salesforce Knowledge?

What is a Knowledge user?

At CIHR, a knowledge user is defined as an individual who is likely to be able to use research results to make informed decisions about health policies, programs and/or practices..

What can you set up using the Lightning knowledge setup flow?

What can you set up using the Lightning Knowledge Setup Flow? 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.

How do I enable Article management 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.

What is knowledge one in Salesforce?

Knowledge One is available as a widget that you can plug in to the Salesforce Console for Service or Salesforce Console for Sales. If you are using the Knowledge tab, you get the same easy-to-use interface for articles and external sources on cases and within the Salesforce Console for Service.

What is the difference between Salesforce Knowledge and solutions?

Here are some differences between Knowledge and Solutions: Knowledge requires feature licenses, meaning that it costs more money per user, whereas Solutions come free out of the box. Knowledge gives you the capability to segment through articles and data categories.

What are two capabilities of knowledge?

Thus the two primary means of developing knowledge capabilities are technology, and human skills and behaviours.

How do I enable knowledge?

Enable Lightning KnowledgeFrom 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.

How do I enable knowledge sidebar in Salesforce lightning?

How to enable knowledge side bar in Salesforce console?Go to Setup –> Customize –> Cases –> Page Layouts.Click Edit next to a page layout.Click Layout Properties.Check Knowledge Sidebar, and click OK.Click Save.

How do I access 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…

Where is Salesforce Knowledge accessed?

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 are two features of Knowledge Salesforce?

Salesforce Knowledge featuresContent lifecycle management.APIs.Publication & translation approval.Knowledge One widget.Article rating system.Data categories for specific audience.Customization.Knowledge article tagging.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. … Note Enabling Lightning Knowledge changes your org’s data model to use record types rather than article types.

How does suggested articles work in Salesforce?

Suggested articles help knowledge base users solve cases quickly. When a new case is saved, the search engine automatically looks for articles that have keywords in common with the admin-selected case fields.

How do I add knowledge 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.

How does Salesforce Knowledge search work?

Salesforce Knowledge search uses the same custom search algorithms that are available throughout Salesforce, which include mechanisms such as tokenization, lemmatization, and stopword lists, to return relevant search results. When searching articles from a case, by default, only the case title is used in the search.

What is knowledge user in Salesforce?

The Knowledge User license lets you enable and administer Salesforce Knowledge and manage (create, edit, publish, etc.) articles. At first, you might only need to give the Knowledge User license to one user to create articles because all your internal uses can read articles without the special license.