--- schema_version: "1" id: 3222a9df962b77f15e5dcf36c020c1c1c62a66737b01d0cf737aec979a7b0618 title: Set Up Lightning Knowledge with a Guided Setup Flow collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/service_setup_knowledge.md canonical_url: https://help.salesforce.com/s/articleView?id=service.service_setup_knowledge.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 0c89a6769c6046abe335385b8bc96b73a50df99c11bcc51916533c61f0718db4 description: The Lightning Knowledge setup flow is a quick way to get your knowledge base started. Whether it’s a secure customer portal or integrated into a public Experience Cloud site, your knowledge base is an extension of your service website. Turn on Lightning Knowledge, select article authors, and make a few data category groups. Build the momentum by configuring page layouts, record types, and processes. products: - Service Cloud release: "264" --- # Set Up Lightning Knowledge with a Guided Setup Flow The Lightning Knowledge setup flow is a quick way to get your knowledge base started. Whether it’s a secure customer portal or integrated into a public Experience Cloud site, your knowledge base is an extension of your service website. Turn on Lightning Knowledge, select article authors, and make a few data category groups. Build the momentum by configuring page layouts, record types, and processes. ### Required Editions
Available in Lightning Experience. View supported editions.
You can embed Lightning Knowledge in the console so that your service reps can easily find, access, and deliver the right answers to customers. Reps can also contribute to the knowledge base so best answers are always accessible to the whole team. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/images/icon_important.png) Important After you enable Lightning Knowledge, you can’t disable it. ## Where to Access the Setup Flow This flow is available from Service Setup in Lightning Experience. You can get to Service Setup by clicking the gear icon and selecting Service Setup. Service Setup isn't available in orgs created in Spring '26 or later. If you don't have access to it, set up Knowledge in [Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US) instead. In Service Setup, you can find recommended setup flows, content, and tips based on what you’ve set up already. If you don’t see the setup flow you’re looking for, you can click **View All** to see the full list. Select the tile to open the flow. ## What Does This Flow Do? In this setup flow, we walk you through: - Enabling Lightning Knowledge - Selecting knowledge article authors - Creating data categories and data category groups, which help you classify and find articles. You can use data categories to control access to a set of articles, questions or ideas. We also turn on several things in the background during the setup flow. - Enabling Lightning Knowledge We enable Lightning Knowledge during the flow, which can’t be undone. Don’t worry about this if you’ve never used Knowledge before and you’re ready to dive in on Lightning Experience. Lightning Knowledge is different from Salesforce Knowledge in Salesforce Classic, so if you already use Salesforce Classic, some planning is required. Make sure that you know and understand what changes and what works differently when you switch. - Default Page Layouts and Record Types A default FAQ page layout and record type is auto-enabled in the setup flow. The page layout determines how the articles are shown. This step associated the page layout and record types. After completing the flow, you can go to the Object Manager to create or modify your page layouts. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/images/icon_note.png) Note If you created a page layout and record type before starting the Lightning Knowledge setup flow, we preserve your initial settings and don’t create new ones in the flow. - Knowledge Permission Sets Your selected authors get full read, write, and publishing access through the Knowledge LSF permission set, and access to the Knowledge Object. The setup flow auto-enables the page layout and record type for these profiles. Everyone whom you designate an author gets a Knowledge User License. The setup flow grants data category visibility to profiles selected on the Choose Author screen. #### See Also - [Classic Knowledge User Access](https://help.salesforce.com/s/articleView?id=service.knowledge_setup_users.htm&release=264.0.0&type=5 "Specify which support reps in your company are Classic Knowledge users and give them access to article actions. Create user profiles with the user permissions they need, and then assign them to these profiles.") - [Find Object Management Settings in Salesforce Classic](https://help.salesforce.com/s/articleView?id=platform.extend_click_find_objectmgmt.htm&type=5&language=en_US) - [User Licenses](https://help.salesforce.com/s/articleView?id=platform.users_understanding_license_types.htm&type=5&language=en_US) ## Lightning Knowledge Setup Flow: What’s Next? After completing the setup flow, you have a budding Knowledge base that’s ready to be filled with great articles for your customers. ### Review Your Data Categories Look at the data categories and data category groups you created during the flow. Your customers can use these categories and groups to help find articles, so make sure they’re clear and that they cover everything you want to cover. If you didn’t create any during the flow, go ahead and create some. ### Write and Publish Articles Now that you’ve set up Lightning Knowledge it’s time to start writing and publishing articles. You can write and publish articles from Knowledge home in Lightning Experience, in the Knowledge tab in Salesforce Classic, or in the Article Management tab in Salesforce Classic. ### Check It Out in the Console Add the Lightning Knowledge component to one of your Lightning console apps and see suggested articles while you browse your team’s cases. You can also search and sort articles, attach and remove articles from cases and chats, and follow and unfollow articles. #### See Also - [Create and Edit Articles](https://help.salesforce.com/s/articleView?id=service.knowledge_article_create.htm&release=264.0.0&type=5 "You can create or edit an article from the Knowledge tab or Article Management tab.") - [Record Type Considerations for Lightning Knowledge](https://help.salesforce.com/s/articleView?id=service.knowledge_lightning_record_types.htm&release=264.0.0&type=5 "Different content has different needs. For example, your FAQ pages are different from your tutorials, which are different from your policy statements. A record type controls an article’s content and layout. Create different record types to distinguish Knowledge articles. In Lightning Knowledge, standard record types replace custom article types.") - [Guidelines for Using the Lightning Knowledge Component](https://help.salesforce.com/s/articleView?id=service.knowledge_lightning_sidebar.htm&release=264.0.0&type=5 "The Knowledge component keeps your team connected to your knowledge base everywhere in Salesforce. Your teams and support reps can use Knowledge in the service console with cases and other objects. Your team can search for and attach articles, or follow and unfollow articles. In cases, support reps can see suggested articles for a case as they view it, or they can search in the component to find more articles.") - [Lightning Knowledge Limitations](https://help.salesforce.com/s/articleView?id=service.knowledge_lightning_limitations.htm&release=264.0.0&type=5 "Welcome to your handy guide to the way things work—or don’t—in Lightning Knowledge. Keep these considerations in mind whether you’re starting fresh or making the switch to Lightning Knowledge.") - [Create and Modify Category Groups](https://help.salesforce.com/s/articleView?id=service.categorygroup_create.htm&release=264.0.0&type=5 "Category groups are used by Salesforce Knowledge (articles), answers (questions), or ideas. In all cases, category groups are containers for individual data categories. For example, a Contracts category group sometimes contains Fixed Price, Cost Reimbursement, and Indefinite Delivery categories.") - [Data Category Visibility](https://help.salesforce.com/s/articleView?id=service.category_visibility_whatis.htm&release=264.0.0&type=5 "Data category visibility can be set with roles, permission sets, permission set groups, or profiles. Data category visibility determines the individual data categories, categorized articles, and categorized questions that you can see.") - [Modify Default Category Group Assignments for Articles](https://help.salesforce.com/s/articleView?id=service.knowledge_category_assignment.htm&release=264.0.0&type=5 "Salesforce Knowledge uses data categories to classify articles. Data categories are organized in category group. After creating category groups, admins decide which groups to use for Salesforce Knowledge articles. For example, if your org uses both the Answers and Salesforce Knowledge, you might want one category group to be used by the answers site and two other category groups for articles. Answers and articles can use the same category group. Authors can assign up to eight data categories from one category group to an article so that users searching for articles can find and filter by category. By default, all the category groups you create are assigned to Salesforce Knowledge")