Unify your company’s knowledge from third-party systems such as SharePoint, Confluence,
Google Drive, and websites within Salesforce. Expose the unified knowledge base across every
support rep and customer search experience, and ground generative AI features for Einstein for
Service apps.
Important Unified Knowledge is scheduled for retirement with
the Summer ’27 release. You can continue using Unified Knowledge connectors until then, but we
recommend transitioning to Salesforce Enterprise Knowledge, powered by Data 360, the replacement feature for Unified Knowledge. Salesforce
Enterprise Knowledge offers a robust solution for integrating external data sources with your
knowledge base, so you can ground Agentforce with external knowledge to deliver accurate
responses. Learn about Unified Knowledge retirement in Help.
Unified Knowledge helps you:
Connect various sources of knowledge to generative AI.
Expose your knowledge from third-party systems in one platform.
Improve and speed up self-service and search results across locations.
Integrate multiple sources of knowledge with a point-and-click configuration.
Reduce context-switching and increase productivity with knowledge-grounded generative
AI.
Help service reps work faster by lowering the effort to find the right knowledge at the
right place and time.
Unified Knowledge works by helping you connect external sources of knowledge to Salesforce.
After you choose your sources, Salesforce imports and syncs third-party articles in a
read-only format so that you can have a fully integrated knowledge base and search experience
in Salesforce.
Lightning Knowledge and third-party knowledge sources appear the same in search results for
reports, lookup fields, global search, Knowledge list views, the Knowledge component, and
Experience Cloud sites. You can filter search results by a field that stores third-party
knowledge to distinguish between Lightning Knowledge and third-party content.
Zoomin from Salesforce offers you this feature. Before you get started, see the Terms and
Conditions in Setup. Unified Knowledge is available as a free trial for 90 days. After the
trial, you can choose to extend your free trial from your Salesforce account executive.
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