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How we can implement a knowledge article in salesforce?
Posted by Manish on August 25, 2020 at 4:05 PMHow we can implement a knowledge article in salesforce?
Saniya replied 2 years, 5 months ago 4 Members · 3 Replies -
3 Replies
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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.
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First action: check your user record, you will need to have the Knowledge User box checked
Then you have 2 choices
you can use the Sales Cloud Set up, where you search for Knowledge, enable knowledge and then use the knowledge settings and other options to set up what is required
OR
you can use Service Cloud Set up, where you can use the Knowledge Set up wizard to do the initial set up. And then use the other options in set up to complete
It is worth going through the Trailhead project https://trailhead.salesforce.com/en/content/learn/projects/set-up-salesforce-knowledge
as there are many options to choose. -
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