Get Salesforce Knowledge Implementation Guide

The Salesforce Knowledge Implementation Guide provides essential instructions for creating and managing your Salesforce Knowledge articles. This guide will help you navigate the process of filling out the form online step-by-step, ensuring you effectively implement Salesforce Knowledge in your organization.

Follow the steps to fill out the form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Familiarize yourself with the introduction of Salesforce Knowledge. Understand its features and terminology to lay a strong foundation for your implementation.
3. Prepare your implementation plan by answering the planning questions. This includes determining the number of article types needed and specific fields to create.
4. Specify the properties of your article types by entering names, descriptions, and visibility settings. Create necessary custom fields and arrange them into sections.
5. Enable Salesforce Knowledge by navigating to the settings in the form and confirming activation.
6. Create user profiles and roles to manage access to the Knowledge base accurately, ensuring that all users have the right permissions.
7. Set up article actions and approval processes to maintain content integrity and manage user access effectively.
8. Lastly, once all necessary content and settings are defined, save your changes, and use the options available to download, print, or share the completed form.

Complete your implementation of Salesforce Knowledge by filling out the required documents online and ensure a successful setup.