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Find Knowledge Articles in a Salesforce Console in Salesforce Classic

Find Knowledge Articles in a Salesforce Console in Salesforce Classic

If Salesforce Knowledge and the Knowledge sidebar is set up by an administrator, articles automatically appear when you select a case in a console.

Required Editions

Available in: Salesforce Classic
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To view Salesforce Knowledge articles: Read on the article's article type
To add Salesforce Knowledge articles to cases: Edit on cases

To help you solve cases faster, suggested articles appear in the sidebar as you type details into a case’s Subject. Only articles updated within the last 30 days appear, but you can view older articles by specifying a search term or filtering search results.

  • To filter articles by a specific category, language, or validation status, click Language filter icon and choose filter options. To access these filters, validation status and multilingual articles must be enabled . An administrator determines which languages are available for articles. The columns available in the sidebar are New, Article Title, and Most Viewed. You can drag the bar in between the columns to resize them, but you can't add, remove, or rearrange columns.
  • To find articles to help you solve a case, click Search icon, type keywords into Search, and click Go.
  • To attach an article to a case, click the checkbox next to the article and click Attach to Case. You can only attach an article to a saved case. Attached icon displays next to an article already attached to a case.
  • To change the number of articles displayed, click the article count indicator in the lower left corner of the sidebar and choose a setting. You can view 10, 25, 50, 100, or 200 articles at a time. When you change this setting, you return to the first page of the list.
  • To show or hide the sidebar, hover over the scrollbar and click Show icon or Hide icon. You can drag the bar in between the articles sidebar and a detail page to resize the width of either one.
 
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