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Salesforce Knowledge Implementation Guide

Salesforce Knowledge Implementation Guide

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BUILD YOUR KNOWLEDGE BASE IN SALESFORCE CLASSIC

Enable Salesforce Knowledge
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
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 Knowledge Actions
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 ARTICLE SEARCH EXPERIENCE

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 ARTICLES IN MULTIPLE LANGUAGES

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

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