Before you set up Unified Knowledge, understand its requirements, considerations, and limitations.
Required Editions
| Available in Lightning Experience. View supported editions. |
Zoomin
You must agree to the Terms & Conditions with Zoomin Software in Setup to use Unified Knowledge. Salesforce collaborated with Zoomin Software to build Unified Knowledge. Unified Knowledge provides connectors to third-party systems, and the architecture to extract data from such systems, to transform data into HTML that loads in Salesforce. You configure all connectors within Salesforce Setup.
Free Trial
Unified Knowledge is available as a free trial for 90 days in your sandbox org and 45 days in your production org, along with three connector instances to third-party knowledge sources. For example, if you use only the Google Drive connector, but for three Google Drives, you’ve reached the total limit. When the trial expires, third-party knowledge sources stop syncing with your production org and content updates no longer appear. Preexisting knowledge content isn’t deleted from Salesforce.
Salesforce
- Unified Knowledge requires that Lightning Knowledge is set up in your production org.
- Setting up and viewing search results from Unified Knowledge requires the Service Cloud Unlimited Edition, or another edition that includes the Knowledge Add-On license. In addition, you and your team must have the Knowledge User licenses.