To form a comprehensive, integrated knowledge base, sync your knowledge from the Einstein 1 Platform to Data 360.
Required Editions
| Available in Lightning Experience. View supported editions. |
| User Permissions Needed | |
|---|---|
| To view Knowledge Settings in Setup: | Knowledge User license |
| To set up and manage Unified Knowledge: |
Customize Application AND Manage Salesforce Knowledge |
| To view the Data Categories page: | View Data Categories in Setup |
| To create, edit, or delete data categories: | Manage Data Categories |
Before you sync your knowledge with Data 360, make sure you’ve set up Data 360 and enabled Lightning Knowledge. You must also have access to the KnowledgeArticleVersion, ContentDocument, ContentVersion, and ContentDocumentLink objects. If you don’t have access, contact your Salesforce admin.
- In Setup, in the Quick Find box, enter Enhanced Knowledge Settings, and then select Enhanced Knowledge Settings.
- On the Enhanced Knowledge Settings page, click Sync with Data Cloud.
- On the Sync with Data Cloud page, select the Rich Text Area (RTA) fields you want to add to the data model object (DMO).
- On the next page, the data stream is already selected in the default data space. To change the data stream, go to Data 360. Make sure your data stream is created in the default data space.
- Click Done.