Loading
Service
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Migrate a Single Article Type

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Service

            Migrate a Single Article Type

            You planned your migration. You went over the pre-migration checklist, and you made all the prerequisite revisions to your Classic knowledge base. You’re aware of the limitations. You’re ready to go. Here’s your step-by-step guide to using the Lightning Knowledge Migration Tool in orgs with a single article type.

            Required Editions

            Available in Lightning Experience. View supported editions.
            User Permissions Needed
            To use the Lightning Knowledge Migration Tool:

            Customize Application

            AND

            Knowledge User

            AND

            Manage Knowledge
            Note
            Note This procedure applies to both sandbox and production migrations. To enable the Lightning Knowledge Migration Tool in your production org, log a request with Salesforce Support. Allow 1–2 weeks advance notice from your target migration date. Before we can enable the tool in production, our support team asks a series of questions about your migration plan and the results of your sandbox test.
            Warning
            Warning Make sure that no changes are made to any Knowledge content during migration. All revised data is lost or damaged. User and API activity, such as Apex triggers and jobs, can stop migration or lead to corrupted data in some articles and files.
            1. Switch to Lightning Experience.
            2. From Setup, enter lightning knowledge in the Quick Find box, then select Lightning Knowledge Migration Tool.
            3. Follow the on-screen instructions and start the migration.
              Lightning Knowledge Migration Tool start screen, showing Start button and image of hikers and Astro reading a map.
              Note
              Note If you receive an error message after beginning the migration, follow the instructions in the message, and then restart the migration.
            4. Choose whether to create a record type during migration.
              Image shows the screen with options to create a new record type or manually create them later.
            5. Begin migration. Follow the on-screen instructions. Completion time depends on the size of your knowledge base and how many other processes are running at the same time.
              Important
              Important You can’t undo the migration or disable Lightning Knowledge after you start the migration. After you migrate, the Lightning Knowledge Migration Tool is no longer available in Setup.
              Image shows the Lighting Knowledge Migration Tool start screen, asking "Ready to begin your migration?"
            6. (Optional) If your migration includes files, you see a screen during migration to set the default visibility. To provide your Experience Cloud site users, such as customers, partners, and guest users, access to files, select All users. File visibility is always restricted to users who can access the record where it is attached. You can change the visibility for individual files after migration.
              Note
              Note If your migration includes files, you receive a confirmation email when the migration is complete, and a report is created to show the outcome of the file migration. All users with administrative permission and the Modify All Data permission receive the confirmation email.

              Look for the report file named LightningKnowledgeMigrationResultTimestamp.txt in the standard Files tab. The admin who started the migration owns the report file. If everything migrated, the report shows a success message. The report also lists articles with files that failed to migrate.

            7. Proceed to the Lightning Knowledge Post-Migration Checklist.
             
            Loading
            Salesforce Help | Article