- What is field level security in Salesforce?
- How can I increase my knowledge?
- How do you automate approval process in Salesforce?
- What are the two features of knowledge in Salesforce?
- What is Article type in Salesforce?
- What is an article type?
- How do I enable knowledge in Salesforce?
- How do I access knowledge articles in Salesforce?
- What are data categories?
- What is workflow and approval process in Salesforce?
- What are two benefits of using data categories with Salesforce Knowledge Choose 2 answers?
- In which two locations can a system administrator assign a page layout?
- Why is it important to establish base knowledge?
- How do I turn on quick actions in Salesforce?
- What does knowledge base mean?
- Why do we need knowledge base?
- What describes the capabilities of Salesforce knowledge?
- Which two capabilities of Salesforce Knowledge ensure accurate content in articles?
- How does a knowledge base improve productivity?
- What is the difference between Salesforce Knowledge and solutions?
- What are three features of chatter?
What is field level security in Salesforce?
Field-level security settings let you restrict users’ access to view and edit specific fields..
How can I increase my knowledge?
Increase your general knowledge on a subject by first self-evaluating. If you want better general math knowledge, read a math foundation book. Self-evaluate yourself on what you already did or did not know and then start building from there. Subscribe to a newspaper.
How do you automate approval process in Salesforce?
To start the creation of your approval process, click Setup in the upper right corner. On the left, under Platform Tools->Process Automation, click on “Approval Process” and select an object for which you would like to set the approval process for.
What are the two features of knowledge in Salesforce?
Data Categories. 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. Data Categories allow you to organize your article content in a hierarchical way.
What is Article type in Salesforce?
000339395. Description. Article Types are like Record Types for Salesforce Classic Knowledge. They are custom templates that can provide a different look-and-feel for the published article as well different types of information, visibility and edit rights. Default article types include FAQs, Offers, and How-To’s.
What is an article type?
Although it may appear there are a large number of types of articles published due to the wide variety of names they are published under, most articles published are one of the following types; Original Research, Review Articles, Short reports or Letters, Case Studies, Methodologies.
How do I enable knowledge in Salesforce?
Enable Lightning KnowledgeFrom Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.If you’re new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge. … Click OK to continue.On the Knowledge Settings page, click Edit.Select Enable Lightning Knowledge.Click Save.
How do I access knowledge articles in Salesforce?
This is how you’ll enable Knowledge Articles for a Guest User:Go to your Setup | Sites. … Click on the Public Access Settings Button, there you will see the profile of the guest user. … Click on view users and you’ll be directed to page with the guest user. … Search for Permission Set and click Edit Assignments.More items…
What are data categories?
Data Categories are hierarchical classification of articles that are controlled by the system administrator. Articles are tagged to Data Categories in a way that is similar to tagging a blog post with keywords.
What is workflow and approval process in Salesforce?
When implementing Salesforce Knowledge, you can create workflow rules and approval processes for some or all the article types used by your organization. Workflow rules let you create email alerts, update fields, or send outbound API messages when an article meets certain criteria.
What are two benefits of using data categories with Salesforce Knowledge Choose 2 answers?
What are two benefits of using data categories with salesforce knowledgeClassification of articles. Salesforce Knowledge uses data categories to classify articles and make them easier to search. … Visibility of the articles. … Recommendations in the knowledge widget.
In which two locations can a system administrator assign a page layout?
The answer to your question is Profile and Record Type.
Why is it important to establish base knowledge?
A knowledge base empowers employees to thoroughly document every project they complete, piece of content they write, question they answer, and protocol they develop so that transferring tasks and information from one employee to another is straightforward.
How do I turn on quick actions in Salesforce?
Create a Quick ActionClick. and select Setup.Enter Global Actions in the Quick Find and select Global Actions.Click New Action.Leave the Action Type as Create a Record. … In the Label field, enter Waypoint . … Click Save.In the next Action Layout screen, leave Waypoint Name as the only field in the layout.
What does knowledge base mean?
The term “knowledge base” typically refers to the information stored in the system, but it can also refer to the software used to author and present that information. In this article, we will use “knowledge base” to refer to the content contained within your knowledge base software.
Why do we need knowledge base?
A knowledge base is a centralized repository where information is stored, organized, and then shared. When used externally, a knowledge base is where customers can go to learn any and everything they’d ever need to know about a company’s products or services, organization, and industry.
What describes the capabilities of Salesforce knowledge?
Hi, Knowledge allows an organization to share articles with partner portal users. Knowledge uses data categories and roles to make articles visible to specific users.
Which two capabilities of Salesforce Knowledge ensure accurate content in articles?
Capabilities to ensure accurate content: 1) Approval Process that assigns an Article to a Reviewer Queue. 2) Validation Rules for article record types to verify all fields during creation.
How does a knowledge base improve productivity?
People can share information quickly, avoiding double tasks and minimising communication errors. As it facilitates communication and collaboration, a knowledge base maintains workflows and increases efficiency. Employees work better, deal with less stress, and stay happy!
What is the difference between Salesforce Knowledge and solutions?
Here are some differences between Knowledge and Solutions: Knowledge requires feature licenses, meaning that it costs more money per user, whereas Solutions come free out of the box. Knowledge gives you the capability to segment through articles and data categories.
What are three features of chatter?
Use Chatter features, like feeds, profiles, groups, and more, to share information, collaborate, and keep up with the latest updates in your company.