How do I create a new article in Salesforce lightning?

How do I create a new article in Salesforce lightning?

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 an article in Salesforce community?

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 create a KB article?

8 best practices for writing effective knowledge base articles

1. Don’t make assumptions.
2. Use anchor links in lengthy articles.
3. Make the content easy to skim.
4. Make things easy to read.
5. Organize your knowledge base article logically.
6. Use links strategically.
7. Stick with simple article titles.

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 create an article type in Salesforce?

How do I upload a knowledge article in Salesforce?

Upload your . zip file:

1. Log in to Salesforce, go to Setup -> Data Management -> Import Articles.
2. Select the appropriate Article Type.
3. Click Browse to select the . zip file and click OK.
4. Click Import Now.

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

Required Editions and User Permissions Click an article, and then type to assign topics. Choose a suggested topic or type a new one. Type a comma (,) after your new topic to add it to the article. You can click existing topics to remove them.

How do I enable Article management in Salesforce?

Go to Setup. Click on Manage Users. Select Profiles. Click on the desired profile, then choose App Permissions….Article Management Tab Configuration Process

1. Go to Setup.
2. Locate the Quick Find Box and enter User Interface.
3. Select User Interface.
4. Choose the option Enable Enhanced Profile User Interface.
5. Hit Save.

How do I create a knowledge article in Salesforce?

Create an Article

1. Click the Knowledge tab.
2. Click Create Article.
3. Select the Knowledge article type.
4. Create a title for your article, such as “Our company address.”
5. Write a description, this goes under the title in the search results.
6. Put your company address in the rich text area field you created in the last unit.

What is a KB article?

A knowledge base is a set of organized information about your product or service that a reader can go through to learn about said product or service or how to solve related problems. Creating your own knowledge base article can benefit readers as they can find all the information they need in your article.

What is Article management in Salesforce?

The Articles and Article Management tab is your gateway to creating, organizing, editing, deleting, and publishing help articles for your users. This is a vital part of Salesforce Knowledge.

What are article types in Salesforce?

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 to create custom account logos in Salesforce?

Just log in to your Salesforce org as an admin -> Go to setup -> type “Account Settings” in Quick Find Box -> Click “Account Settings”. Click “Edit”. Check “Enable Automated Account Fields” & “Enable Account Logos”. Click “Save”. That’s it! Now let’s check how an account looks with this makeover.

How to create a custom component in Salesforce?

Now Go to Build | Customize | Home | Home page Components | Custom Components | New. Click on new button to create new custom component. In step 1 enter Name and click on next button. Select Custom link to Show. Enter Bookmark name and Paste the URL that you copied previously after uploading document in salesforce. Click on Save button.

What is the meaning of the Salesforce logo?

The Salesforce logo has always been in the shape of a cloud because so many of their services focus on cloud based customer relationship management, but it has undergone one major change. Originally, the cloud was outlined with a line that had been shaded to look metallic or shiny, and the interior was a gradient hue.

How to upload new document in Salesforce?

To upload new document in salesforce go to all Tabs | Documents | New. Enter Details like document name. Unique name will be auto generated based on document name. Select the folder to which the document is to be stored. Enter description. Now browse for the file to upload. Click on Save button.