---
schema_version: "1"
id: cb89c9fbba85b9e65d5b68771b2db0ca028ef5724f3d2c8799cd61f2cc847088
title: Unified Knowledge Preparation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/knowledge_uk_preparation.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.knowledge_uk_preparation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cb142ef4253030d3e54ee94a19c731a78bee2329108b7de6a82592b3b4176a86
description: 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.
products:
  - Service Cloud
release: "264"
---
# Unified Knowledge Preparation

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

<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 Lightning Experience. <a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

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](https://help.salesforce.com/s/articleView?id=service.knowledge_uk_prep_third.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=service.knowledge_uk_prep_zoomin.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=service.knowledge_uk_prep_knowledge.htm&release=264.0.0&type=5)**  
    Before you set up Unified Knowledge, prepare your Salesforce Knowledge base.

#### See Also

- [Unify Knowledge from Various Sources](https://help.salesforce.com/s/articleView?id=service.knowledge_uk_about.htm&release=264.0.0&type=5 "Unify your company’s knowledge from third-party systems such as SharePoint, Confluence, Google Drive, and websites within Salesforce. Expose the unified knowledge base across every support rep and customer search experience, and ground generative AI features for Einstein for Service apps.")
- [Unified Knowledge Requirements](https://help.salesforce.com/s/articleView?id=service.knowledge_uk_requirements.htm&release=264.0.0&type=5 "Before you set up Unified Knowledge, understand its requirements, considerations, and limitations.")
- [Set Up Unified Knowledge](https://help.salesforce.com/s/articleView?id=service.knowledge_uk_setup.htm&release=264.0.0&type=5 "Before you set up Unified Knowledge, plan your implementation and consider its requirements and limitations. Also, set up Lightning Knowledge and any required data categories first.")
- [_Trailhead_: Unified Knowledge: Quick Look](https://trailhead.salesforce.com/content/learn/modules/unified-knowledge-quick-look)