April 6, 2020

Lightning Knowledge in Salesforce

Looks similar to regular objects.

Record Types are used for showing different buttons and fields.

Agent Search tab helps to search articles. Filters are available in the left pane.

Article Category is for visibility requirements.

Approval works only for Draft articles.

Lightning Knowledge uses user profile permissions or permissions sets to give agents access to authoring actions. In contrast, Knowledge in Salesforce Classic uses public groups and article actions.

To enable, go to Knowledge Settings

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