The knowledge user is a powerful feature in Salesforce. With just a few clicks, users can be directed to the right information and get insight into what their colleagues are working on across various departments. This article will teach you how best to make use of this tool for your organization’s benefit.
The “knowledge user checkbox salesforce” is a feature that allows users to create knowledge users. Knowledge users are set up in Salesforce and can be used to help with certain tasks or projects.
In the second column of the User Detail section, there is a Knowledge User tick. Enter Knowledge in the Quick Find box in Setup to activate Salesforce Knowledge, then click Knowledge Settings. Click Enable Knowledge once you’ve confirmed you wish to enable Salesforce Knowledge.
Taking this into account, what is a Salesforce knowledge user?
The Knowledge User license allows you to manage (make, update, and publish) articles as well as activate and administer Salesforce Knowledge. Because all of your internal users may view articles without the special permission, you may only need to offer the Knowledge Person license to one user to produce articles at first.
What does it mean to be a Knowledge user? User Engagement with Knowledge A knowledge user is someone who is likely to be able to utilize research findings to make informed choices regarding health policies, initiatives, and/or practices, according to the CIHR.
You could also wonder, “How can I activate lightning knowledge?”
Allow Lightning Knowledge to Work
- 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.
In order for a user to see knowledge articles inside a Salesforce organization, which two conditions must be met?
The articles tab must be accessible to the user. For at least one article type, the user’s profile must have read permission. The articles tab must be accessible to the user. For at least one article type, the user’s profile must have read permission.
Answers to Related Questions
How can I make knowledge more accessible?
Enter Knowledge in the Quick Find box in Setup to activate Salesforce Knowledge, then click Knowledge Settings. Click Enable Knowledge once you’ve confirmed you wish to enable Salesforce Knowledge. A default article type is established if your organization does not have one.
In Salesforce, what is a Service Cloud user?
Additional Salesforce capabilities, such as the Service Console, are available with the Service Cloud User feature license.
How can I make a Salesforce knowledge article?
In the Quick Find box in Setup, type Knowledge Article Types, then choose Knowledge Article Types. Alternatively, you may create a new article type or change an existing one. Any user interface page’s article type is referred to by this term. The plural form of an object’s name.
How can I get access to Salesforce knowledge articles?
This is how you’ll provide a Guest User access to Knowledge Articles:
- Go to Setup | Sites in your account.
- The guest user’s profile may be found by clicking the Public Access Settings Button.
- You’ll be sent to a page containing the guest user if you click on see users.
- Click Edit Assignments after searching for Permission Set.
What’s the best way to have a Salesforce Knowledge article published?
Log in to Salesforce (https://wharton-hub.my.salesforce.com/) and click the app launcher in the upper left-hand corner beneath the Wharton logo to publish a Knowledge Article. Scroll down to Knowledge, which is listed under All Items. To start a new Knowledge Article, click New.
In Salesforce, how can I allow article management?
Configuration of the Article Management Tab
- Go to the Setup page.
- Enter User Interface after finding the Quick Find Box.
- Select the User Interface option.
- Select an option. Activate the Enhanced Profile User Interface option.
- Save the file.
What exactly is Salesforce lightning expertise?
Lightning Knowledge allows you to manage your knowledge base in a powerful but simple manner. Standard objects that operate like other Salesforce objects are available with Lightning Knowledge. Note When you enable Lightning Knowledge, your organization’s data model is changed to utilize record types rather than article types.
What exactly is Salesforce expertise?
Salesforce Knowledge is a knowledge base solution that is part of the Salesforce Service Cloud, a comprehensive set of components and modules that offers you a 360-degree perspective of your customers and allows you to deliver intelligent, rapid, and customized service.
In Salesforce Lightning, how do I activate the knowledge tab?
Lightning Knowledge may be enabled and configured.
- Click the Home tab under Service Setup.
- Then, under View All, look for and pick Knowledge Setup.
- Start by pressing the Start button.
- Ascertain that you are listed as a Lightning Knowledge Author.
- After that, click Next, Next, and Finish.
What is Salesforce Trailhead, and how does it work?
Trailhead is a set of online lessons that teach new and intermediate developers how to code for the Salesforce platform. According to Salesforce, lessons are given in a certain order so that clients may follow a predetermined route and have a “guided, curated” experience.
How can I post an article to a Salesforce community?
If you’re utilizing Community Management, go to Topics | Article Management to get started. To find articles, use the search bar. Select a data category group, then a single category to narrow your search. To assign themes, first click an article and then type.
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.