Loading
Service
Table of Contents
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
          Sharing for Lightning Knowledge

          Sharing for Lightning Knowledge

          Control access to knowledge articles in Lightning Experience with organization-wide defaults, owner role hierarchy-based access, and sharing rules.

          Required Editions

          Available in Lightning Experience. View supported editions.

          Unlike Knowledge in Salesforce Classic, where article sharing is based on data categories, Lightning Knowledge sharing is based on fields within the article. You can create rules to modify access to articles based on most standard and custom fields, including the record type field. For example, allow one group of users to see only FAQs, but let other users see multiple record types like FAQs, product information, and training articles. Or, share articles with a team of reviewers when the Review Status field is “Needs Review”, if you have such a field.

          • Choose the Sharing or Access Model for Lightning Knowledge
            The standard Salesforce sharing model contrasts with the default for Knowledge, which uses data categories to control access beyond object permissions. When you use standard sharing, data categories no longer control record access. Your knowledge base continues to use data categories to classify articles. Data categories affect searches and queries and can be used as filters.
          • Sharing Considerations for Lightning Knowledge
            Sharing gives you control and flexibility to set access to articles with organization-wide defaults, owner-based sharing, and criteria-based rules. Sharing is just one piece of the puzzle. It works with object permissions, app permission such as viewing draft articles, administrator access, and whether the article is available internally, externally, or publicly. Keep these considerations in mind when you plan your sharing model.
           
          Loading
          Salesforce Help | Article