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          Build Your Knowledge Base in Lightning Experience

          Build Your Knowledge Base in Lightning Experience

          Manage your knowledge base in Lightning Experience. With Lightning Knowledge, you get the benefits of standard objects that work like other Salesforce objects.

          Required Editions

          Available in Lightning Experience. View supported editions.

          New Salesforce orgs use Lightning Knowledge automatically. If you're using Knowledge in Salesforce Classic, a migration tool helps you move to Lightning Knowledge.

          Note
          Note Enabling Lightning Knowledge changes your org's data model to use record types rather than article types. After you enable Lightning Knowledge, you can't disable it. Before enabling Lightning Knowledge, orgs with multiple articles types require data migration to consolidate article types. Test in a sandbox or trial org before enabling in production.
          • Plan Your Knowledge Base in Lightning Experience
            It's important that you consider your individual company’s needs while you develop a strategy for capturing and publishing your support team’s expertise. With a robust knowledge base, customers receive service faster or even solve their own issues.
          • Get Started with Enterprise Knowledge (Generally Available)
            Use Salesforce Enterprise Knowledge, powered by Data 360, to unify all your organizational knowledge and modernize your knowledge experience. With Enterprise Knowledge, you can integrate native Salesforce knowledge with external knowledge ingested through Data 360 to create a comprehensive knowledge base. It enhances the Service Cloud knowledge management capabilities, providing a streamlined experience for users to find, ground, and engage with knowledge.
          • Unified Knowledge Preparation
            After you review the Unified Knowledge requirements, considerations, and limitations, plan your implementation. Preparation is necessary for third-party knowledge bases and Salesforce Lightning Knowledge and includes a few high-level steps.
          • Lightning Knowledge Limitations
            Welcome to your handy guide to the way things work—or don’t—in Lightning Knowledge. Keep these considerations in mind whether you’re starting fresh or making the switch to Lightning Knowledge.
          • Knowledge Release Updates
            Learn about Knowledge release updates and how to enable and configure them.
          • Set Up Lightning Knowledge with a Guided Setup Flow
            The Lightning Knowledge setup flow is a quick way to get your knowledge base started. Whether it’s a secure customer portal or integrated into a public Experience Cloud site, your knowledge base is an extension of your service website. Turn on Lightning Knowledge, select article authors, and make a few data category groups. Build the momentum by configuring page layouts, record types, and processes.
          • Lightning Knowledge Migration Tool
            Use the Lightning Knowledge Migration Tool to move your Classic knowledge base into Lightning Knowledge. The Lightning Knowledge Migration Tool works differently depending on whether your org has one or multiple article types.
          • Set Up and Configure Lightning Knowledge
            Enable Lightning Knowledge, create Knowledge record types, customize your record type page layouts, set access for Knowledge users, and create a Lightning Knowledge process.
           
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