---
schema_version: "1"
id: 922d0c35ccebc22155c3d47a3859f8d42f3c0994fc5ffc2c4bf33b8854eb1776
title: Configure Automated Services on Knowledge Articles
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/knowledge_configure_automated_services_on_knowledge_articles.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.knowledge_configure_automated_services_on_knowledge_articles.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eec220c412147413c3ee40ffb588742b785368a505076df0e81706226da1c4bf
description: Build a seamless Self-Service experience by embedding automated actions, powered by the Unified Catalog and Flow, directly into your Experience Cloud knowledge articles. This guide walks you through the entire setup process.
products:
  - Service Cloud
release: "264"
---
# Configure Automated Services on Knowledge Articles

Build a seamless Self-Service experience by embedding automated actions, powered by the Unified Catalog and Flow, directly into your Experience Cloud knowledge articles. This guide walks you through the entire setup process.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enterprise, Performance, and Unlimited Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://help.salesforce.com/s/articleView?id=experience.exp_cloud_basics_glossary.htm&amp;type=5&amp;language=en_US" target="_blank">Aura</a> and <a href="https://help.salesforce.com/s/articleView?id=experience.exp_cloud_basics_glossary.htm&amp;type=5&amp;language=en_US" target="_blank">LWR </a>Experience Cloud Sites</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d106447e76">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d106447e76 ">To open, edit, create, activate or deactivate a flow using all flow types, elements,
              and features available in Flow Builder, including Einstein for Flow:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d106447e76 ">Manage Flow</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d106447e76 ">To customize or publish an Experience Cloud site:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d106447e76 ">Create and Set Up Experiences AND View Setup and Configuration AND be a member of the
              site OR View Setup and Configuration AND be a member of the site AND have appropriate <a href="https://help.salesforce.com/s/articleView?id=experience.networks_access_control_overview.htm&amp;language=en_US&amp;type=5" target="_blank">role-based site access</a></td>

          </tr>
        </tbody>
      </table>

Before you begin,

- Make sure that Salesforce Knowledge is enabled and configured in your org.
- From Setup, find and enable Context Service Settings.

The setup involves four main stages. Complete each stage using the detailed task guides linked below.

1. [Create and Configure the Unified Catalog Service](https://help.salesforce.com/s/articleView?id=service.knowledge_create_and_configure_the_unified_catalog_service.htm&release=264.0.0&type=5 "This task guides you through creating the service that will act as the container for your automation.").
2. [Build the Intake Form](https://help.salesforce.com/s/articleView?id=service.knowledge_build_the_intake_form.htm&release=264.0.0&type=5 "This task guides you through building the user-facing form for your service.").
3. [Build the Backend Automation](https://help.salesforce.com/s/articleView?id=service.knowledge_build_the_backend_automation.htm&release=264.0.0&type=5 "This task guides you through building the automated process that runs after the user submits the form. This flow uses the submitted data to perform actions.").
4. [Connect and Deploy the Service to a Knowledge Article](https://help.salesforce.com/s/articleView?id=service.knowledge_connect_and_deploy_the_service_to_a_knowledge_article.htm&release=264.0.0&type=5 "This final task connects all the pieces and makes the service visible to your Experience Cloud site.").

- **[Create and Configure the Unified Catalog Service](https://help.salesforce.com/s/articleView?id=service.knowledge_create_and_configure_the_unified_catalog_service.htm&release=264.0.0&type=5)**  
    This task guides you through creating the service that will act as the container for your automation.
- **[Build the Intake Form](https://help.salesforce.com/s/articleView?id=service.knowledge_build_the_intake_form.htm&release=264.0.0&type=5)**  
    This task guides you through building the user-facing form for your service.
- **[Build the Backend Automation](https://help.salesforce.com/s/articleView?id=service.knowledge_build_the_backend_automation.htm&release=264.0.0&type=5)**  
    This task guides you through building the automated process that runs after the user submits the form. This flow uses the submitted data to perform actions.
- **[Connect and Deploy the Service to a Knowledge Article](https://help.salesforce.com/s/articleView?id=service.knowledge_connect_and_deploy_the_service_to_a_knowledge_article.htm&release=264.0.0&type=5)**  
    This final task connects all the pieces and makes the service visible to your Experience Cloud site.