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            Lightning Knowledge Migration Tool

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            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.

            Required Editions

            Available in Salesforce Classic and Lightning Experience. View supported editions.
            Important
            Important When you're ready 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 will ask a series of questions about your migration plan and the results of your sandbox test.

            Are you ready to migrate your knowledge base from Classic to Lightning Knowledge? Great! After some pre-planning on your part, the Lightning Knowledge Migration Tool does most of the heavy lifting for you. When you’re done, all the content in your Classic knowledge base exists in Lightning Knowledge. Service reps can enjoy a more flexible and consistent UI experience. Also, you can adopt features and future enhancements that won’t be available in Classic.

            In Lightning Knowledge, your articles are unified in a single knowledge object which enables you to better leverage the power of the Salesforce platform. Lightning Knowledge uses standard record types to distinguish different types of articles.

            Switching to Lightning Knowledge is a multiphase process, with each step building on the success of the previous ones.

            Five steps of migration: Learn, Plan, Migrate in Sandbox, Migrate in Production, Launch
            1. Learn about the Lightning Knowledge Migration Tool. Read through all the Lightning Knowledge Migration Tool articles to the post-migration checklist.
            2. Plan your migration. Complete the pre-migration checklist.
            3. Migrate from Classic to Lightning Knowledge in your sandbox org. Testing your migration in sandbox is required.
              1. Set up and run the data migration.
              2. Switch from Classic to Lightning Knowledge.
              3. Validate the migration results, and accept the results. Validation is required only for orgs with multiple article types.
              4. Complete the post-migration checklist.
            4. Migrate from Classic to Lightning Knowledge in your production org.
              1. 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 will ask a series of questions about your migration plan and the results of your sandbox test.
              2. Set up and run the data migration.
              3. Switch from Classic to Lightning Knowledge.
              4. Validate the migration results, and accept the results. Validation is required only for orgs with multiple article types.
              5. Complete the post-migration checklist.
            5. Launch Lightning Knowledge, and train your support reps, authors, and staff.
            • Lightning Knowledge Migration Tool Features and Considerations
              Before planning and performing the migration with the Lightning Knowledge Migration Tool, learn about the differences between Classic Knowledge and Lightning Knowledge. Understand the limits of the migration tool and Classic features that either aren’t supported or work differently in Lightning Knowledge.
            • Plan and Sandbox Test Your Migration
              If you helped build your Classic knowledge base, you know that planning is critical. In fact, planning is the most important part of migrating to Lightning Knowledge.
            • Migrate Multiple Article Types
              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 with multiple article type orgs.
            • 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.
            • Lightning Knowledge Post-Migration Checklist
              After a successful migration, you have the new Knowledge object and are ready to verify and set up key aspects of the new Lightning Knowledge base.
             
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