What does Knowledge user checkbox do in Salesforce?

The Knowledge User is a feature license, so it’s on user basis. To set up the knowledge base for org, you will have to enable the knowledge base through setup. But to have User access to knowledge, you have to check the Knowledge User checkbox on user record.

What is use of Knowledge user in Salesforce?

Tip Lightning Knowledge uses user profile permissions or permissions sets to give agents access to authoring actions. In contrast, Knowledge in Salesforce Classic uses public groups and article actions. Some licenses, like the Knowledge Only User license, require the AllowViewKnowledge permission on the user’s profile.

Are Knowledge articles are always publicly available for customers?

By default all internal users can read articles. However some licenses like the Knowledge Only User licenses, require the “AllowViewKnowledge” permission on the user’s profile.

How do I check my Salesforce Knowledge license?

Use Developer Console:

  1. Open the Developer Console.
  2. Click Query Editor.
  3. Copy and paste the following query: Select Name, ID from User where UserPermissionsKnowledgeUser=true.
  4. Click Execute button to execute the query.

What is Flow user in Salesforce?

The running user of a flow is the user that launched the flow. The running user determines what a flow that runs in user context can do with Salesforce data.

How do I enable lightning knowledge in Salesforce?

Enable Lightning Knowledge

  1. From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
  2. On the Knowledge Settings page, click Edit.
  3. Select Enable Lightning Knowledge. Note To enable Lightning Knowledge, you must have one article type.
  4. Enable any other Knowledge settings that you want.
  5. Click Save.

What are the three types of visibility with data categories?

There are three types of visibility: All Categories: All categories are visible. None: No categories are visible. Custom: Selected categories are visible.

How do I find Salesforce knowledge articles?

Required Editions

  1. Select Knowledge in the dropdown list next to the global search box. You can also type knowledge at the top of the dropdown list, then select Knowledge.
  2. Optionally, click Advanced Search at the bottom of the results list.
  3. Enter your search terms, up to 100 characters.
  4. To run the search, press Enter .

How do I share a knowledge article in Salesforce?

Salesforce Knowledge is available in Essentials and Unlimited Editions with Service Cloud….To use the Salesforce sharing model for Knowledge:

  1. From Setup, enter knowledge in the quick find box and select Knowledge Settings.
  2. Click Edit.
  3. Under Sharing Settings, select Use standard Salesforce sharing.
  4. Save your changes.

How do I find the remaining user license in Salesforce?

To view a list of the active user licenses in your Salesforce, simply click Your Name > Setup > Company Profile > Company Information > User Licenses.

What is marketing user checkbox Salesforce?

The Marketing User checkbox allows the user to create campaigns and use the Campaign Import Wizards. If this option isn’t selected, the user can only view campaigns and advanced campaign setup, edit the Campaign History for a single lead or contact, and run campaign reports.

What user does a flow run as?

Flows can run as the: User who initiates session: The flow runs as the user who triggered the flow. For example, if a flow executes when a record is created, the flow runs as the user who created the record. System User: The flow runs as the System User.

What is Salesforce knowledge base?

Salesforce Knowledge gives you the ability to build out a comprehensive Knowledge Base (KB) inside of Salesforce to service your internal agents, partners and customers. A Knowledge Base is simply a collection of articles with relevant information about your products and services, to encourage a self-service model for your customers

How Salesforce knowledge management can help manage high support volume?

With customer support teams feeling overwhelmed, Salesforce can help manage the high support volume and Knowledge is one of the methods. Exposing knowledge articles to your external and public users is a great way to deflect support cases from your service agents.

What are allow ratings in Salesforce knowledge?

In a Salesforce community, the Allow Ratings is a setting on the Article Content component for the Article Detail page, which respects your community theme colors. One of the critical features of Salesforce Knowledge is Data Categories and Data Category Groups. These are two major functions — article organization and article access.

How can I control what content is published in Salesforce?

As with most Salesforce objects, you can create an approval process for articles. This is invaluable for controlling what content is published, especially if you have a public knowledge base and need to screen content for customer-facing articles.