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            Unified Knowledge Preparation

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            Unified Knowledge Preparation

            After you review the Unified Knowledge requirements, considerations, and limitations, plan your implementation. Preparation is necessary for third-party knowledge bases and Salesforce Lightning Knowledge and includes a few high-level steps.

            Required Editions

            Available in Lightning Experience. View supported editions.

            To get Unified Knowledge ready, make sure your Salesforce org has the Knowledge add-on license, that you and your team are assigned Knowledge User licenses, and that Lightning Knowledge and any required data categories are set up. Then complete these steps.

            • Review and prepare articles in your third-party knowledge bases.
            • Gather login credentials and attributes for your third-party knowledge bases.
            • Review Zoomin documentation on how to get your connectors ready for Salesforce.
            • Set up and configure Unified Knowledge in Salesforce.
            • Review third-party articles imported into Lightning Knowledge.

            Review key details about preparing both your third-party knowledge bases and Lightning Knowledge.

            • Third-Party Knowledge Preparation
              Before you set up Unified Knowledge, prepare your third-party knowledge bases. Some preparation steps can require access or configuration of your third-party knowledge systems.
            • Zoomin Connector Preparation
              Before you set up Unified Knowledge, review Zoomin documentation to understand what you need to do for each connector you plan to use.
            • Lightning Knowledge Preparation
              Before you set up Unified Knowledge, prepare your Salesforce Knowledge base.

            See Also

             
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