How do I give access to knowledge articles in Salesforce?

How do I give access to knowledge articles in Salesforce?

Note To do more than read articles, agents need the Knowledge User license.

1. From Setup, enter Users in the Quick Find box, then select Users.
2. Click Edit next to the user’s name, or click New to create a user.
3. If you’re creating a user, complete all the required fields.
4. Select Knowledge User.
5. Click Save.

How is Salesforce knowledge enabled for users that need access to article management?

Enable Salesforce Knowledge

1. To enable care coordinators and internal users to edit articles without going to the Article Management tab, select Allow users to create and edit articles from the Articles tab .
2. Select Activate Validation Status field to add a Validation Status field to all articles.

How do I enable articles in Salesforce?

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 access does a user need to be able to import articles to a knowledge base?

-Knowledge> Articles> Import Articles. What access does a user need to be able to import articles to a knowledge base? -Can contribute.

What permission and article actions do article contributors need?

Article contributors need which permissions and article actions? A. Customize Application permission and Read, Create, and Edit article actions.

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.

What is knowledge article in Salesforce?

Your Salesforce Knowledge base is built from knowledge articles, which are documents of information. Articles can include information on process, like how to reset your product to its defaults, or frequently asked questions, like how much storage your product supports.

What is article type in Salesforce?

Description. Article Types are like Record Types for Salesforce Classic Knowledge. They are custom templates that can provide a different look-and-feel for the published article as well different types of information, visibility and edit rights. Default article types include FAQs, Offers, and How-To’s.

How do I add a knowledge article to a Salesforce community?

Add Knowledge to the Site Using Topics

1. Click the setup gear.
2. Enter All Sites in Quick Find, then select All Sites.
3. Next to Category 1 Biking, click Workspaces.
4. Select the Content Management tile.
5. Click Topics.
6. Select Navigational Topics.
7. In Enter a navigational topic, enter Customer Support and click + Add.

What is the best way to share a knowledge article with another user?

Using a permalink is the best way to share a knowledge article with another user.

How do I publish an article in Salesforce?

1. Click the *Knowledge tab [1] at the top and change the list view to Draft Articles [2].
2. Check the box next to all three article titles and then click Publish.
3. Ensure Publish Now is selected.
4. Click Publish.

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 manage Salesforce knowledge articles?

4. Select Manage Salesforce Knowledge. 3. Click on App Permissions….You also need to make sure that the Tabs are visible as necessary:

1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
2. Select a User profile.
3. Click Edit.
4. Set the visibility of the necessary tabs to Default On.
5. Click Save.

What is a knowledge article Salesforce?

How do I change the article type in Salesforce?

Required Editions and User Permissions

1. Switch to Lightning Experience.
2. From Setup, enter lightning knowledge in the Quick Find box, then select Lightning Knowledge Migration Tool.
3. Follow the on-screen instructions and start the migration.
4. Choose whether to create a record type during migration.
5. Begin migration.

How do I share knowledge articles externally in Salesforce?

The Knowledge component must be available in your Service Console.

1. From the Knowledge component or articles related list, select Attach and share article. If the article is attached to the case, the action is Share article. Using this action adds it to the article related list.
2. Click Share.

Can we edit published article in Salesforce?

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.

When can articles be created in Salesforce?

Note You can’t enable Salesforce Knowledge until at least one article type is created. Before creating the article that contains a protocol, the author has to select an article type.

How do I assign an article to a data category in Salesforce?

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.”

Can we edit published articles in Salesforce?

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.