Salesforce Knowledge Implementation Guide
DOWNLOAD
First things first !
To download this implementation guide, click the download button below.
If you need more information about the implementation guide, you can read the Table of Contents below.
CREATE A KNOWLEDGE BASE WITH SALESFORCE KNOWLEDGE
PLAN YOUR KNOWLEDGE BASE IN SALESFORCE CLASSIC
KNOWLEDGE LIMITATIONS IN THE SALESFORCE MOBILE APP
BUILD YOUR KNOWLEDGE BASE IN SALESFORCE CLASSIC
Knowledge Settings
Enable Knowledge One with Permission Sets
Enable Knowledge One with Profiles
Example Apex for Submitting Articles from Cases
Use Videos from Any Provider with a Custom Visualforce Page
Knowledge Article Types
Create Article Types
Add Custom Fields to Article Types
Article Type Page Layouts
Control Data Integrity with Validation Rules
Article History Tracking Salesforce Classic
Article Type Templates
Delete an Article Type
Classic Knowledge User Access
Create Public Groups for Knowledge
Assign Article Actions to Public Groups
Define Validation Status Picklist Values
Workflow and Approvals for Articles
Create Workflow Actions for Knowledge
Modify Default Category Group Assignments for Articles
Filter Articles with Data Category Mapping
Set Up the Knowledge One Widget
Compare Article Widgets for Cases at a Glance
IMPROVE THE KNOWLEDGE ARTICLE SEARCH EXPERIENCE
Search Highlights and Snippets in Knowledge Articles
Synonym Groups for Article Searches
Manage Promoted Search Terms in Knowledge Articles
Enable Topics for Articles
Use More Case Keywords to Find Articles
IMPORT EXTERNAL CONTENT INTO SALESFORCE KNOWLEDGE
Create a csv File for Article Import
Set Article Import Parameters
Create an Article zip File for Import
Article and Translation Import and Export Status
SUPPORT KNOWLEDGE ARTICLES IN MULTIPLE LANGUAGES
Support a Multilingual Knowledge Base
Export Articles for Translation
Import Translated Articles
Translate Articles in Salesforce Classic
WORK WITH ARTICLES AND TRANSLATIONS
Search Articles and External Sources on the Knowledge Tab
Promote Articles in Search Results
Article Search Results
Create and Edit Articles
Smart Links to Salesforce Knowledge Articles
Publish Articles and Translations
Archive Articles and Translations
Salesforce Knowledge Article Versions
Delete Articles and Translations
Articles or Knowledge Tab
CREATE DATA CATEGORIES FOR ARTICLES ANSWERS AND IDEAS
Work with Data Categories
Create and Modify Category Groups
Add Data Categories to Category Groups
Data Category Visibility
