How do I create an article in Salesforce?

How do I create an article in Salesforce?

Create Article Types

  1. From Setup, enter Article Types in the Quick Find box, then select Knowledge Article Types.
  2. Click New Article Type or edit an existing article type.
  3. Enter the information for the following fields:
  4. Click Save.
  5. In the Fields section of the Article Type definition, click New.

How do I create a knowledge article in Salesforce?

First, you have to enable topics for the Knowledge Object.

  1. Click the setup gear. and select Setup. Note: Ensure you select Setup and not Service Setup.
  2. Enter Topics for Objects in Quick Find, then select Topics for Objects.
  3. Under Object, select Knowledge.
  4. Click Enable Topics.
  5. Check Text and Title.
  6. Click Save.

How do I publish an article in Salesforce?

Click the App Launcher and select Knowledge. Click New….

  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 I add an article to a community in Salesforce?

Set Featured Topics

  1. Select Featured Topics.
  2. Click in the Select a topic box and select Customer Support.
  3. Click + Add.
  4. Click in the Select a topic box and select Social Groups.
  5. Click + Add.
  6. Click in the Select a topic box and select New Products.
  7. Click + Add.
  8. Click Save.

How do I edit an article 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. Agents can click Edit to open the article edit page.

What is 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.

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:

  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 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.

What is knowledge article in Salesforce?

Can you deploy knowledge articles?

Articles themselves are data so you can’t deploy them. You should be able to create them as draft in production so they aren’t visible until published.

How do I display a community article in Salesforce?

You can easily map the articles in your data categories to topics in a site. To map articles to topics automatically: In Experience Workspaces, click Content Management | Topics | Automatic Topic Assignment. After enabling Automatic Topic Assignment, map topics to data category groups and data categories.

How do I add a topic to an article in Salesforce?

Enable Topics for Articles

  1. From Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.
  2. Click the article type name where you want to enable topics.
  3. Check Enable topics.
  4. Select which fields you want to use for suggestions.
  5. Click Save.