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Search Articles and External Sources on the Knowledge Tab
Use a single search to find all your resources at once.
Required Editions
| Available in Salesforce Classic and Lightning Experience. View supported editions. |
| User Permissions Needed | |
|---|---|
| To view articles: | Read on the article type |
| To create articles: | Manage Articles AND Read and Create on the article type |
| To edit draft articles: | Manage Articles AND Read and Edit on the article type |
| To edit published or archived articles: | Manage Articles AND Create, Read, and Edit on the article type |
| To delete a draft, published, or archived article: | Manage Articles AND Read, Edit, and Delete on the article type |
| To create and edit external data sources: | Customize Application |
To maintain access to Knowledge, you or your admin must run the Lightning Knowledge Migration Tool before June 1, 2025. All orgs are required to migrate from Classic Knowledge to Lightning Knowledge.
- Enter your search terms in the Search box.
You can use search wildcards and operators in your search terms. If your organization has any auto-complete options enabled, you can select from the suggestions.
Note In the auto-complete dropdown, article titles have a paper icon while the keywords have a magnifying glass icon. - Click the search icon or press Enter on your keyboard.
- Optionally, select filters to refine your search
results.
Depending on the source you are searching, filter by language, data category, article status, article type, and article validation. Click Reset to return all filters to their default setting.
- When All is selected, you can filter by language and data category, depending on what your organization supports.
- When Articles or My Draft
is selected you can filter by:
- Article status: Published, Draft, and Draft Translations
- Language: Values depend on those supported in your org
- Data categories: Values depend on those created in your org
- Article type: Values depend on those created in your org
- Validation Status: No Filter (all articles), Not Validated (articles that are not validated), Validated (validated articles), and any other values supported in your org such as in review.
- When an external source is selected, there are no filters, and the general article information displayed is controlled by your external object search layout.
- For articles, you can sort by:
- Published Date
- Best Rating
- Most Viewed
- Title: A to Z
- Title: Z to A
- View information by clicking the article or external source title. Below the title you can find general article information such as: new article indication, article number, article type, validation status, last published date, article view comparison, and article rating comparison.
- Use the dropdown by each article to follow or unfollow, edit, publish, and delete an article, depending on your permissions.
