Questions tagged [knowledge]

Salesforce Knowledge is a knowledge base where users can easily create and manage content, known as articles, and quickly find and view the articles they need

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Get Knowledge Articles using Salesforce REST API

I'm working on an integration of Salesforce Knowledge Base consuming the Salesforce REST API (following this guide). I'd like to consume the Knowledge Articles that are loaded in my Salesforce domain. ...
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Can't get date right in CSV for article import

I am trying to import articles into Salesforce using Import Articles. I've resolved most of the issues, except the date time. I see from this article that the acceptable date formats are: YYYY-MM-DD ...
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KnowledgeValidationStatus unable to retrieve metadata

I am unable to pull the new picklist values from Knowledge Validation Status field encounter this error unpackaged/package.xml Unable to retrieve file for id 60 (KnowledgeValidationStatus). This ...
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Knowledge Article Basic Scenario to implement suggestions needed

I am new to Knowledge management in salesforce and want to implement basic functionality in KM. I have 2 picklist fields on Case 1) Category and 2) Type. Both are dependent picklist. Both have more ...
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How can I get "Attach Article" of "Insert Article into Email" from Knowledge search results

How can I get "Attach Article" of "Insert Article into Email" from Knowledge search results from a Case? On Case, Articles can be added from "suggested Articles". Is ...
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Can a Chatbot recommend and link to a knowledge article hosted on a 3rd party website

Salesforce Service Cloud Chatbots recent got the enhanced ability to use NLP to understand a users question and recommend a Knowledge Article If these Knowledge Articles are hosted on a traditional ...
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Apex Test for Updating Data Category

I am very new to Apex code so am looking for some advice. I have a bit of Apex code which updates the data category based on the field on a knowledge article. public class UpdateDataCategory { @...
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Apex Test Class Fetching Article Details

I need help with writing an apex test class for a class that fetches article titles and article descriptions. Class for example: global class FetchingArticleDetails{ global List<(API name of ...
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Have a validation on knowledge article publish

We are trying to add a validation on knowledge article before publishing. This can not be done with validation rule since it involves data category. However, when I do that via trigger, I find that ...
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Why is the top margin of headings missing in Rich Text Fields?

When I add headings to a Rich Text Field on an Article, I'm seeing some strange behavior. In the HTML Editor, I see an even top & bottom margin (see attached screenshot). But when I save the ...
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Upsert failed. First exception on row 0; first error: FIELD_INTEGRITY_EXCEPTION Invalid vote type '5-star(db=6,api=5)'

//This method is used to upsert an vote for article @AuraEnabled public static String upsertVote(Id voteId, String kbId, String val){ System.debug('voteId::'+voteId); System.debug('kbId::'+...
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Controlling external visibility of Knowledge record Summary field through page layouts

We are running a Knowledge site, and we have two page layouts for Articles. One internal and one external. It looks like the Summary field is always visible on the published Knowledge site, even ...
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Ask Question button Enhancement on Experience Cloud

We have given Ask Question button for community user where we can ask Questions and add Details and also Add Topics. It is working fine. but, we have observed that since Details and Add Topics are not ...
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Salesforce Knowledge and Einstein Bots - alternative options to using Article Answers to filter by data category

I just want to check to see if we've covered the available options for our use case, which is to filter an Einstein Bot so that the Knowledge search functionality is limited to specified data ...
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Show knowledge base articles or information window when chat is offline

How can we show knowledge base articles when there are no agents available to chat or at least an information window that links to the FAQ? Instead of an offline form which is what's currently ...
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Is it possible to import IsMasterLanguage field from CSV file in UI import articles feature in salesforce lightning?

Hi guys I am trying to import salesforce knowledge articles from CSV file however I am getting an error that displays IsMasterLanguage column in the header cannot be mapped. So I wanted to know ...
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Portal users can't see articles

I made a visualforce page with a custom controller which displays the article title and article description. When I preview visualforce page everything is working fine, when I open the community ...
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unexpected token: WHERE System.QueryException

When i run the below query i am getting the following error , can some one help me to resolve this. if(searchvalue != null && articleType == null){ String sQuery1 = 'Select Id, ...
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Cant see Article Management tab in Lightning experience

We are in the process of migrating to LE, we currently have knowledge in classic and we use Article management tab in Classic, however, after switching to Lightning experience we cant seem to find ...
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Why is "you must specify a language where clause for knowledge articles in this API version" error occurring on API version 51?

I have SOSL queries in my Apex which work well on Knoledge__kav object. When running test classes I receive the "you must specify a language where clause for knowledge articles in this API ...
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how to get the Knowledge__kav custom fields using the KnowledgeArticleVersion object

I am using the knowledge(Knowledge__kav) object with 4-5 custom fields. For an article having 5 version. How can i query the archived article version with the custom field using ...
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soql knowledge inner query error [duplicate]

When i try to write an inner query using knowledge object its fetching error. having the Applicable_model__c is a custom object. SELECT Id, Title,(Select Id from Applicable_model__r) FROM ...
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Necessary permissions to allow Non-Admin(Salesforce License) users to set Knowledge User Checkbox for customer users

I am trying to customize the "Enable customer user" functionality to avoid navigation to user create page and selecting permissions. Admin users are able to "Enable customer user" ...
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Salesforce Knowledge - display latest version only

When creating a salesforce knowledge article, when we click on version, we see the first created version. Now I edit the 1st version with some changes and publish it.So, now If I click on versions tab ...
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Does Einstein Article Recommendations consider Data Categories when building its model?

The documentation for building a model for Einstein Article Recommendations doesn't mention Data Categories. But it does mention that you may specify custom fields from the Article object to be ...
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Article tab missing from community

I have created a community for testing purpose. I could see article tab present in community but that is missing in my case. I googled as well but could not make it work. I want article tab present ...
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Move related records of Knowledge__kav to next version

Currently, on creating a new version of article, the related list stays with the previous version. If I write a bulk trigger, it becomes confusing which version is to be picked for which article. Is ...
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Is it possible to create/update/delete Data Categories using REST API?

I'm a newbie here and I'd like to ask: Is it possible to create/update/delete Data Categories using REST API? I need to create third-party integrations that should create Salesforce Knowledge articles ...
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1 vote
1 answer
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Knowledge "Edit As Draft" button returning to published version

I'm building a Knowledge implementation, and in one sandbox, whenever I click "Edit As Draft," I'm given a message that the current version will remain published. I confirm, and it does not ...
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117 views

Is it possible to limit knowledge search results to a data category group in an Experience Site (help center)?

We've created an experience site designed to be a knowledge base/help center. The articles have public visibility, but we were hoping to create an experience site with member-only knowledge articles. ...
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2 votes
1 answer
3k views

Passing variables from flow to apex and then from apex to flow

I'm trying to put in place a screen flow component in order to display knowledge articles based on the case fields and Knowledge-articles data category. In order to do so, I've created an apex class ...
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3 votes
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135 views

Knowledge Article's href is overridden for 'tel:' links

When I try to insert a call link to an Article with this: <a href="tel:+18475555555">1-847-555-5555</a> On save, it converts automatically to <a href="" target=&...
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4 votes
1 answer
261 views

Lightning Knowledge in Scratch Orgs not working

We are using the following scratch org definition file: { "orgName": "test_de", "edition": "Enterprise", "country": "US", "...
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Is there a way to control which fields are included in a Knowledge Base translation export?

I have followed the instructions to assign knowledge articles to a queue and export them, and it's working fine but it only exports 3 fields for each article: Question Answer Member Information (a ...
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My question is about how to cover Approval of Knowledge Article in Test class

When we insert Knowledge Article in test class then the status is Null and when I checked by using SeeAllData=true then I am not able to get such Knowledge Articles where status is pending and Actor ...
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9 views

Knowledge object field value visibility in Portal

We have field called Version Number in knowledge article in our salesforce org. when we open knowledge link directly/like a guest user, i can see other field values in knowledge article but not the ...
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Filter Knowledge Articles search results by Brand (WHERE Brand = ...)

I'm making a custom Knowledge Search (it needs to be custom), and the basic query to search articles is 'SELECT Id, Title, Summary FROM Knowledge__kav WHERE Title LIKE \'%' + input + '%\''. This is in ...
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Knowledge Data Categories Trigger

Is it possible to trigger an action from the addition/removal of a Data Category to an article? There is no trigger available for the object, so I am wondering if there is any other way to hook into ...
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Custom field on Knowledge Object not appearing Community FAQ Page

Created a Custom Rich Text Custom field field on knowledge object (Provided FLS to required Profiles), Created a article and using that article in community. when trying to access the the FAQ for ...
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Web Component Referencing Knowledge Article Changed to Knowledge_Article__c

I wrote lwc that is placed on the standard Knowledge Article layout. The component reference field from the object: Knowledge_Article__kav.PublishStatus During the save from VS_code to the org it is ...
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Difference between Concrete Knowledge Object and Abstract Knowledge Object?

What is the difference between Concrete Knowledge Object and Abstract Knowledge Object ? KnowledgeArticle and KnowledgeArticleVersion - Abstract Knowledge Objects. Knowledge__ka and Knowledge__kav - ...
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124 views

SOQL Knowledge Search Activity

Can we write SOQL on 'Knowledge Search Activity' ? I know we can create reports with 'Knowledge Search Activity' as report type, but unable to find any leads if we can SOQL on it.
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112 views

Knowledgebase - Topics/Tags Vs. Promoted Search Term Confusion

I am trying to understand the background and organization of a knowledgebase, and I have run into one area that I am very confused on and would love some thoughts of those more experienced! Right now, ...
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84 views

Knowledge Articles in Markdown format

Articles in Salesforce are always being stored in HTML format. But for using it on a website (external, not built for force.com site), we need to consider security and performance. So, would it be ...
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1 vote
2 answers
284 views

SFDX Tree Export only exports 200 records

I wrote a powershell script a few years to extract all my Classic Knowledge Articles into a JSON file (one JSON file per Article Type). It worked very well - and I was then able to use powershell to ...
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2 votes
1 answer
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Unable to Set CreatedDate only on Knowledge__kav

This question relates very much to Unable to Set Created date even after enabling Set Audit Fields However, my problem is specifically related to the Knowledge__kav SObject. I'm trying to import ...
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Knowledge article import with OwnerId

I'm trying to specify the OwnerId in my CSV file for my Knowledge article bulk imports, otherwise the user who uploads the bulk import file is assigned as the owner for all articles in the upload ...
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CMS Collection not viewable to public or Community Plus Users. How can I change visibility?

My Salesforce cohort are working on our Capstone project. I am making at FAQ page at https://hawaiiunemployment-developer-edition.na156.force.com/homepage/s/faq?language=en_US. I used CMS Collection ...
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test System field on Batch class

I have a batch that automatically archives any articles with a Status (Fixed) and published for more than 30 days (using a custom setting to verify the number of days). But I struggle to cover the ...
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0 votes
1 answer
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Use Batch to send email on Article status change

I am trying to create a batch to send an email anytime the status on a Knowledge Article (Knowledge__kav) is changed. The difficulty I have on this particular object (Knowledge__kav) is that anytime I ...
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