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Tips For Setting Up Salesforce Knowledge On Your Company Organization

READING OF IMPLEMANTATION GUIDE COMPLETELY

When one setting up the PKB there are more areas in the salesforce which includes the data categories, sites, pages, statistic resources, knowledge, custom settings and much more. One may probably won’t able to set properly the PKB with the pure intention. One must be careful in following the App guide

BOOKMARK LINKS OF MENTIONED AREAS

To save on with the lot of time with navigation, one must assemble the direct links to different areas as bookmarks or document links. And also go back to the areas multiple time which will able to click the link easier than continually hunt for the twist down menu in setup.

NOT TO USE WORD KNOWLEDGE IN SITE OF API NAME

The documentation states that not to use of word Knowledge in ones site name. The knowledge in API name including with the variant knowledge base will prevent the public visibility called narrow search

DON’T FIND USER PROFILE OF GUEST AS SELECTION UNDER PROFILE

One can only access the user profile of guest through the setting button of public access on site via direct URL. This will not show the profile list.

DISABLE TEMPORARILY THE ENHANCED PROFILE OF USER INTERFACE

We can say that one can’t set the permissions for article in enhanced profile user interface. Before editing the user must go to setup the user interface and uncheck the enable user interface if it’s checked.

 ARTICLE TYPE OBJECTS ENABLE FEEDS

One need to create one or more types of article for knowledge base and will be able to track feed for any article object types. This allows users to communicate internally regarding the modification or knowledge articles update.

INCREASING OF FONT SIZE

One will likely wanted to add custom field of rich text area to objects of article types. When creating of articles on knowledge one must make sure that the size from the default to make easier the articles for the customers to read.

TAKE LOOK OF OTHERS DONE FOR INSPIRATION

If one want to styling on style pages PKB uses first should take look of other companies have done. This PKB of company is called the print audit.

MAKE SURE TO APPEAR YOUR COMPANY DOMAIN IN THE ADDRESS BAR OF BROWSER

The URL of your PKB must appear n the browser of address bar.

USE OF INSERT SMART LINK FEATURES

If one want to refer directly to other knowledge of articles insert smart link button within the article to make it easy.

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