Support your clients by sharing relevant articles, how-tos, and FAQs that you found or
created in the Knowledge component. For example, a client suffering from anxiety and stress may
benefit from a Knowledge article that discusses how to cope with anxiety attacks.
Required Editions
|
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
|
| User Permissions Needed |
| To use the Crisis Support Center Management app |
Manage Crisis Support Center Management App |
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Navigate to the Knowledge component in the case record page.
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Click New Article.
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Select a record type.
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Complete the required fields and enter your article content.
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Save your work.
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When you’re finished, click Publish on the Highlights Panel of the
record.
To share published Knowledge articles with clients, click the Action button on the search
result and select Insert Article into Email.
