After you review the Unified Knowledge requirements, considerations, and limitations,
plan your implementation. Preparation is necessary for third-party knowledge bases and
Salesforce Lightning Knowledge and includes a few high-level steps.
Required Editions
To get Unified Knowledge ready, make sure your Salesforce org has the Knowledge add-on
license, that you and your team are assigned Knowledge User licenses, and that Lightning
Knowledge and any required data categories are set up. Then complete these steps.
- Review and prepare articles in your third-party knowledge bases.
- Gather login credentials and attributes for your third-party knowledge bases.
- Review Zoomin documentation on how to get your connectors ready for Salesforce.
- Set up and configure Unified Knowledge in Salesforce.
- Review third-party articles imported into Lightning Knowledge.
Review key details about preparing both your third-party knowledge bases and Lightning
Knowledge.
- Third-Party Knowledge Preparation
Before you set up Unified Knowledge, prepare your third-party knowledge bases. Some preparation steps can require access or configuration of your third-party knowledge systems.
- Zoomin Connector Preparation
Before you set up Unified Knowledge, review Zoomin documentation to understand what you need to do for each connector you plan to use.
- Lightning Knowledge Preparation
Before you set up Unified Knowledge, prepare your Salesforce Knowledge base.
