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            Enable Salesforce Knowledge for Health Cloud

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            Enable Salesforce Knowledge for Health Cloud

            Before you can set up Knowledge, you must enable it in the organization.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To enable Salesforce Knowledge: Customize Application

            Make sure you’re a Knowledge User and that you don’t have any existing custom objects named Knowledge.

            1. From Setup, in the Quick Find box, enter Knowledge, and then select Knowledge Settings.
            2. Confirm that you understand the impact of enabling Salesforce Knowledge and click Enable Salesforce Knowledge and click OK in the dialog box.
            3. To select your general settings, click Edit.
              1. To enable care coordinators and internal users to edit articles without going to the Article Management tab, select Allow users to create and edit articles from the Articles tab.
              2. Select Activate Validation Status field to add a Validation Status field to all articles.
                This way, users can attach approved articles to questions instead of ones that haven’t gone through an approval process.
              3. Select Allow users to add external multimedia content to HTML in the standard editor to allow <iframe> elements in the standard editor to embed multimedia content from Dailymotion, Vimeo, and YouTube.
            4. Select Internal App and Customer to show article summaries to customers and internal site members in the article list view.
            5. Accept the default settings for Knowledge One options.
            6. Choose the Default Knowledge Base Language. This is the language your authors will use to write most of the articles. We recommend that your default knowledge base language and your organization's language be the same.
              Note
              Note

              Current multi-language users can still use Experience Cloud site. Salesforce Help provides more details on multi-language organizations.

            7. Select Single Language.
            8. Optionally, select Allow users to create an article from a case to let users create a draft article that is attached to the case.
            9. Select the option to let users with correct privileges use the standard editor when they create articles. This lets them add links, formatting, and videos to articles.
            10. Select a default article type.
            11. Optionally, select the options to use profiles to create PDF files on cases and for users to share articles with public URLs.
            12. Optionally, select the option to Allow agents to create an article from a reply.
              This lets users turn a helpful answer into an article.
              1. Select the default article type.
              2. Select an internal user to assign the article to so that it can be evaluated for accuracy.
            13. Skip the steps to set up Chatter Questions and Knowledge Statistics.
            14. Save your changes.
              For more information on setting up Salesforce Knowledge, see the Salesforce Knowledge Implementation Guide or search Salesforce Help.

            See Also

             
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