Salesforce Docs Portal

Enable Knowledge One with Permission Sets

To switch users from the Articles tab to the Knowledge tab, add the Knowledge One permission to their permission sets.

Required Editions

Available in Salesforce Classic and Lightning Experience. View supported editions.
User Permissions Needed
To create or edit permission sets: Manage Profiles and Permission Sets
To create and edit external data sources: Customize Application

To add the Knowledge One permission to a permission set:

  1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
  2. Click the permission set you want to add the Knowledge One permission to.
  3. In the Find Settings... box, enter Knowledge.
  4. Select Knowledge One from the list of suggestions.
  5. Click Edit.
  6. Under Knowledge Management, check the Enabled check box for Knowledge One.
  7. Click Save.
  8. Ensure each user has at least a Read permission on at least one article type.

Once Knowledge One is available for your users, define your external data sources. Your external data sources appear under your articles both in the search results and the left-side panel.

See Also