Enable Lightning Knowledge, create Knowledge record types, customize your record type
page layouts, set access for Knowledge users, and create a Lightning Knowledge
process.
Tip Check
out this feature in Salesforce Go! Find a guided setup experience, explore more content,
discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.
Enable Lightning Knowledge Enable Lightning Knowledge to use your Knowledge base in Lightning Experience. After you enable Lightning Knowledge, you can’t disable it.
Lightning Knowledge User Access Give your knowledge support reps access to articles in Lightning Knowledge. Specify which support reps in your company are Salesforce Knowledge users and can create, edit, archive, and delete articles. Create user profiles with the appropriate user permissions, and then assign users to these profiles.
Lightning Knowledge Home and Record Pages Search, view, create, and manage articles on the Knowledge home page in Lightning Experience. You can perform several authoring actions without leaving Knowledge home. For example, you can restore, archive, delete, publish, and submit articles for translation or approval.
Record Type Considerations for Lightning Knowledge Different content has different needs. For example, your FAQ pages are different from your tutorials, which are different from your policy statements. A record type controls an article’s content and layout. Create different record types to distinguish Knowledge articles. In Lightning Knowledge, standard record types replace custom article types.
Page Layout Considerations for Lightning Knowledge A page layout determines which fields support reps can view and edit when entering data for an article. It also determines which sections appear when users view articles. You can customize the fields, actions, and related lists for each record type and user profile with page layouts.
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