Set up Salesforce Knowledge quickly with a guided setup flow. Then provide your IT support team with access to Lightning Knowledge. Review the steps required to set up Salesforce Knowledge for IT Services.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service. |
To set up Salesforce Knowledge, a Salesforce admin must be a Knowledge User to access settings for Knowledge. Log in with your Salesforce admin credentials. Then, on the Users page in Setup, click Edit next to your name, select Knowledge User, and save your changes.
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To set up your knowledge base in Lightning Experience, use the guided setup flow in
Salesforce Go.
After you enable Lightning Knowledge, you can’t disable it.
- Go to Salesforce Go and search for Knowledge.
- Click Get Started or Keep Going.
- Turn on Knowledge.
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To trigger the setup flow for Lightning Knowledge, click Manage
next to Assign your Knowledge Authors and Create Data Categories.
Follow the instructions in the setup flow to complete the setup. To learn more about what the flow does, see Set Up Lightning Knowledge with a Guided Setup Flow
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To give your support team access to articles in Lightning Knowledge, create user profiles
and assign the appropriate permissions.
The permissions allow users to create, edit, archive, and delete articles. See Lightning Knowledge User Access.