Set up Salesforce Knowledge quickly with a guided setup flow. Then provide your IT
support team with access to Lightning Knowledge. Review the steps required to set up Salesforce
Knowledge for IT Services.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service.
To set up Salesforce Knowledge, a Salesforce admin must be a Knowledge User to access
settings for Knowledge. Log in with your Salesforce admin credentials. Then, on the Users page
in Setup, click Edit next to your name, select Knowledge
User, and save your changes.
To set up your knowledge base in Lightning Experience, use the guided setup flow in
Salesforce Go.
After you enable Lightning Knowledge, you can’t disable it.
Go to Salesforce Go and search for Knowledge.
Click Get Started or Keep Going.
Turn on Knowledge.
To trigger the setup flow for Lightning Knowledge, click Manage
next to Assign your Knowledge Authors and Create Data Categories.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
