Questions tagged [lightning-knowledge]

Use for questions related to deciding between or migrating from Salesforce Classic Knowledge to Salesforce Lightning Knowledge

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15 views

How to determine the data category of a knowledge article after initial query?

I have a requirement where I am supposed to attach knowledge articles to records based on their record types. This process must be as bulkified as possible. So let's say I start with the following ...
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1answer
24 views

Knowledge not showing up in SOQL query even after (SeeAllData=true) (Lightning)

I have deliberately mentioned SeeAllData=true to test some business functionality just in my org. But in System mode the same query returns data, but in Community User context the same query does not ...
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15 views

Multiple article insertion

I have a case email open and whenever I'm inserting 2 or more different articles (adding to the email), the second one replaces the first one, instead of adding it. This although does not happen on ...
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25 views

Salesforce REST API and Knowledge Articles

I have a quick question. We are trying to search for knowledge articles in our instance via a couple of data categories. this is going well enough with the following rest url /services/data/v47.0/...
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13 views

Knowledge as part of Managed Package. Limitations?

We are planning to have knowledge as part of our managed package. I found this article stating : It is not currently possible or supported to include Lightning Knowledge as managed package components....
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32 views

Salesforce Knowledge articles import

My company is going to switch from an old KB to Salesforce Knowledge and I was wondering what would the best way to approach the migration would be. We're talking about something like 3000 articles, 3 ...
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42 views

Article visibility using data categories

I am trying to hide certain articles for certain users based on the article's data category. I've set the data category visibility to None on the user profile, user role, permission sets and even on ...
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28 views

Knowledge Articles don't show up in Content Management section of Community

I am trying to setup community with knowledge base in Salesforce. I have enabled Lightning Knowledge Articles, Chatter and Topics for Objects (for knowledge). I have my Data Categories setup as well. ...
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38 views

Einstein Article Recommendation via API

I need to expose Salesforce Articles to external website via API. Parameterized search works perfectly fine. But the requirement is to add an additional layer of intelligence on the search capability. ...
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36 views

Error when trying to translate Knowledge Articles in a test class

I have a test class in which I'm trying to translate Knowledge Articles into Spanish. Default language is English. If you were to do this from Salesforce UI, you have to publish each version ...
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1answer
28 views

Can't see knowledge articles in customer center portal

I have a customer portal which is built on salesforce tabs + visual force template. We are integrating with coveo to publish the knowledge articles to external customer user. The issue is in coveo ...
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31 views

Salesforce Community knowledge articles - External Site

Anyone know if it's possible to surface a public/guest lightning community or just the knowledge articles on the community to an external site? If so, any pointers or guidance would be amazing. Thanks
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39 views

Set list view filters from lwc button

I have created a LWC button on case record to navigate to the knowledge related list. How can I set the filters of this list view while navigation using code? The parameters are the field values in ...
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39 views

How to create a DataCategory & DataCategoryGroup record for Apex test class?

I am trying to create a Knowledge__DataCategorySelection record but am missing DataCategoryGroupName value. I am unable to create a DataCategoryGroup record as it is an invalid type. ...
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22 views

Sharing Sets not working properly with Lightning Knowledge

Our team is trying out the new Salesforce Sharing for Lightning Knowledge feature and we're having a hard time setting up Sharing Sets on Knowledge objects in a preview scratch org. It seems to be ...
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18 views

Which user accessed a Knowledge Article?

As per the documentation, the following SOQL query uses KnowledgeArticleViewStat to query all the article views in Salesforce Knowledge and return the related articles SELECT Channel, ...
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1answer
57 views

Not able to see Question and Answer field on Knowledge object

I am working on Developer org and need to create a knowledge article. But I am unable to see Question and Answer fields in the page layout. I checked all the settings from other org where it is ...
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1answer
58 views

“Manage Articles” permission not visible in profile settings

I am trying to locate user permissions defined in this salesforce article. https://help.salesforce.com/articleView?id=knowledge_setup_users_lex.htm&type=5 I am not able to locate any of them under ...
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63 views

Flow giving error when using “Create draft from online knowledge article” core action

I am trying to use the core action "Create draft from online knowledge article" from flow to edit as draft my published article and I am getting "You can't perform this action. Be sure ...
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15 views

How to show Articles Details page in Community?

I want to show the Article details page when the pop-up in image above is clicked on. How do I do that? I tried the following: Embedding the Article Details page: It refused to show up Provided ...
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1answer
59 views

Lightning Knowledge has no related list for article version history [closed]

I want to add history (knowledgearticleversionhistory) related list on knowledge article version layout as related list but it is not available. I can query it through SOQL. Do we have any out of the ...
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29 views

Use Approver Field of Object Owner Not Available

While configuring Knowledge Approval Process, I don't see the option "Use Approver Field of Knowledge Owner". Any idea why?
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84 views

first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, concertHTMLToLongText: execution of BeforeUpdate

I am trying to update the Knowledge article through data loader. We have a trigger on the Update (before update event) of the Knowledge articles. The trigger calls a apex class is like below trigger ...
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63 views

Salesforce Knowledge component not found on Lightning App Builder

Our SF team is working on Classic to Lightning migration of our Salesforce org. We intend to migrate our service console first and later phase out the knowledge migration. Quick question on using ...
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1answer
60 views

How do we ensure knowledge articles are not shared between communities?

I am working with an org that has two communities. Users in both communities have the ability to search for knowledge articles; however when a customer searches for an article in their community they ...
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1answer
43 views

Report with Salesforce knowledge votes is getting weird results

I am trying to build a report with Salesforce knowledge articles and votes. In order to achieve that, I have built a report type for knowledge articles and article vote statistics. However, when I ...
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24 views

Can I put vote in salesforce knowledge article's list view

We have enabled vote in our salesforce lightning knowledge. I have realised those vote numbers are actually on an object called vote so I can't directly add that field into knowledge's list view. I ...
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2answers
345 views

Notification after Knowledge Article is Published

I have a requirement to send custom notification to a group every time knowledge articles are published. Now my problem is that when I am writing Apex trigger (After Insert, After Update, Before ...
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51 views

Report of All Knowledge Articles with Data Categories

I have created a report on Knowledge Articles with Data Categories as mentioned in the article https://releasenotes.docs.salesforce.com/en-us/summer19/release-notes/rn_knowledge_reports.htm?edition=&...
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1answer
131 views

How to get Sum of Knowledge Article Thumbs Up and Down Votes based on Role / Profile

Please help with the below problem: Currently using Report on Article Vote Statistics we can get the sum of the count of thumbs up and down channel wise (Internal App, Customer etc). Is there any ...
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34 views

Unable to see Edit button on lightning knowledge record for approved uder after record submitted for approve

I have approval process on Knowledge record. Once record submitted for record approval, assigned approver able to see publish/reject/reassign buttons but not able to see 'Edit' button in salesforce ...
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17 views

Unable to Acheive Copy Feeditem and related feedcomment and attachment copy from case to knowledge

We had a requirement to copy, case's related feedItem, feedcomment and Attachment. I have tried to approach this through trigger, however the feedItem is copied to Related Knowledge article feedItem. ...
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11 views

Is it possible to copy feed item and case files from case object to its related Knowledge ARTICLE?

We have a development request from our client to set up KB in existing salesforce system there are many parts in this development . Part 1: Create knowledge article from case when a case status is ...
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26 views

Are there other workarounds for posting to chatter when knowledge article is published?

I have read existing questions regarding this one and they are from 2018 so I am wondering if there are new workarounds besides the one suggested in the links below. Not able to perform chatter post ...
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204 views

Lightning Knowledge component is not refreshed when the case changed programatically

In the detail page below, the standard Knowledge component is properly refreshed when I change the "Verbatim (English Language)" field through the UI. However, if I change the value of "Verbatim (...
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27 views

What is the Metadata API name for Knowledge Setting “Enable list of cases linked to an article in Salesforce Classic (Classic Only)”?

Does anyone know the Metadata API setting for "Enable list of cases linked to an article in Salesforce Classic (Classic Only)" under Knowledge Settings? I can not find it under https://developer....
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57 views

How to alter or reset Vote object for knowledge article

We are currently using partner community with knowledge articles where there is voting capability at the bottom. There is Vote object(SF) which create records against each user when they vote. ...
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29 views

Implement Salesforce Knowledge Edit as Draft in Custom Knowledge Component

I have a Custom Knowledge Component. In That component i have a button name "Edit as Draft". How to replicate similar salesforce functionality in custom component.
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1answer
188 views

Unable to create Knowledge Article through Process builder

I was trying to create a New knowledge Article through Process builder, When a case status is set to validated. As a part of creation We are referencing Case custom and standard fields to knowledge ...
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35 views

How to restrict authors to specific data categories in Lightning Knowledge?

I want a visibility model that is as private as possible. In order to do so I disabled default data category visibility, I set to None the data category group for roles and profiles. I want to manage ...
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1answer
362 views

How to retrieve Data Category Group Visibility on Profiles, Permission Sets and Roles?

Data category visibility can be set with roles, permission sets, or profiles. I'm not able to retrieve any of these settings. This is the Knowledge relevant part of my package.xml: <?xml version="...
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1answer
259 views

Bulk Upload Attachments into Lightning Knowledge Articles

I would like to bulk upload list of pdfs as attachments against knowledge articles. I think the documents are getting stored in ContentDocument, but how can I use dataloader to load attachments and ...
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1answer
103 views

Update Vote of KnowledgeArticle With API

I have come up with a specific requirement, wherein I need to update the vote(Like/Dislike) of the guest user on the knowledgearticle published in salesforce from any API. I researched and found ...
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2answers
319 views

Automatically Publish Knowledge Article

I am trying to implement a requirement where few knowledge articles based on the priority(custom picklist) will be auto published immediately they are getting created. I am currently doing this with ...
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0answers
63 views

Sharing knowledge articles between multiple data categories

I am trying to solve a use case for which I need expert advice whether the solution I am thinking is good or there is any better solution available. Customer is having below data categories – ...
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2answers
113 views

Knowledge Article Not Copying Related Custom Object Record when in Draft Mode

I am using Lightning Knowledge and I have a custom object linked with (Lookup) to Knowledge object. Now when I edit one published article as "Edit as draft", what I seeing is that not the related ...
3
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1answer
214 views

Enable Multiple Languages via knowledgeSettings in Scratch Org Definition File

I'm creating a scratch org definition file (project-scratch-def.json) in order to create an Unlocked Package that will interact with Salesforce Knowledge. I'm currently stuck when I try to add a ...
2
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1answer
326 views

Articles not displaying in Lightning Community

We are developing a Lightning Community which will be used only by authenticated users. We have also set up a knowledge base and have done all the steps in adding the knowledge articles to topics/data ...
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1answer
749 views

Where does like & dislikes stores when we give knowledge article feedback

When we open any knowledge article in community then at the bottom we have an option like Was this article helpful? So when we click on like or dislike then on which object that count stores. I want ...
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1answer
347 views

Need to get Knowledge Record Type (How To, FAQ, etc.) using REST API?

Here's what I did so far. I got the access token in Postman using the Connected App. I then send a request to /services/data/v47.0/support/knowledgeArticles Here I could only find groupLabels and ...