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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1 vote
1 answer
33 views

Flow for Knowledge publication, SCHEDULE_ARTICLE_FOR_PUBLICATION, Invalid date format

I made a flow to schedule publish and archive knowledge , but for SCHEDULE_ARTICLE_FOR_PUBLICATION method, i have to input the 'Schedule Publish Date', i use the date that the user input in the screen,...
-1 votes
0 answers
22 views

Knowledge Article pane shows the standard fields Article number, Article Title . How do I add custom field to the pane? standard field be replaced?

As marked in the image, im preferring to either replace the article number with a custom field or place a custom field along with it
0 votes
0 answers
34 views

How to create a knowledge link that does not change for community users and internal users?

I am following the following knowledge article: https://help.salesforce.com/s/articleView?id=000384278&type=1 in order to create a shareable link to knowledge articles that would not change when ...
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0 votes
0 answers
33 views

SEO settings for individual Knowledge articles

I can see it's possible to customise the SEO settings for pages created for an Experience Site, but it doesn't appear possible to customise the meta tags and descriptions for individual Knowledge ...
0 votes
0 answers
9 views

How to add field [case owner] to the case related list associated with a knowledge article - only shows 10ish fields

Looking to add more fields than are available on the Case related List.
0 votes
0 answers
67 views

Can I display X last records in a CMS collection in community?

I have created a new CMS collection to display knowledge articles to my community. I want to only show the X last published articles. The list view I use has the publish date listed first, so the ...
  • 5,461
0 votes
0 answers
12 views

How to BULK Archive the Articles? [duplicate]

I am trying to mass archive articles using Batch Class, but when it triggers returns to the ERROR. FATAL_ERROR System.HandledException: You can't perform this action. Be sure the action is valid for ...
0 votes
0 answers
46 views

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 ...
0 votes
0 answers
113 views

Bulk archive knowledge Articles in salesforce

How to archive bulk knowledge articles. I have list of articles 950 provided by business team.Can any one please help me on this.
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2 votes
1 answer
309 views

Get Suggested Articles in apex

I am trying to build a component that shows suggested articles for a given case. I would like to get the exact same suggested articles as the Knowledge component on record page gets. The rest api /...
0 votes
1 answer
71 views

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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0 votes
0 answers
49 views

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 ...
1 vote
0 answers
716 views

Knowledge articles are not visible in Customer Community Portal template to the community user

The license used is Customer Community Plus and Profile used is Customer Community Plus User. On Profile level all the necessary permissions are given Read on Knowledge object and General User ...
5 votes
1 answer
422 views

Object Prefix - Third Character

I stumbled across this known issue, "In Winter' 22 release, On Knowledge articles whose recordID has the 3rd character as Capital , Category and Version comparision tabs shows GACK error" ...
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0 votes
1 answer
425 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. ...
3 votes
0 answers
252 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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0 votes
0 answers
193 views

How to trigger a Process Builder when a DataCategorySelection is created for a Knowledge Article

I am trying to create a Process Builder that copies the Data Category into a custom field on the Lightning Knowledge Article. I have figured the Apex code to do that, thanks to this post Can I pull ...
4 votes
1 answer
370 views

Lightning Knowledge in Scratch Orgs not working

We are using the following scratch org definition file: { "orgName": "test_de", "edition": "Enterprise", "country": "US", "...
  • 5,383
0 votes
1 answer
84 views

Lightning Knowledge Summary field retrieval not possible

I am trying to retrieve Knowledge__kav Object "Summary" field but not able to, I want to remove HelpText of Summary field and then deploy it, is it possible? <types> <members>...
0 votes
1 answer
152 views

Einstein Bots - Classic or Lightning Knowledge

I am working on presenting Einstein Service features to our executive team with high focus on Einstein bots. Currently our support team is using Lightning console but Knowledge is still hosted in ...
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0 votes
1 answer
246 views

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 - ...
0 votes
1 answer
287 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.
2 votes
1 answer
255 views

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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0 votes
0 answers
1k views

Apex Trigger On Knowledge Article Object After Publishing - In Lightning

We have a requirement to update a field on the Knowledge article after the article is published. But it seems that trigger does not fires after the Knowledge Article Published (i.e. PublishedStatus = ...
0 votes
1 answer
1k views

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 ...
0 votes
1 answer
106 views

Community articles rating

I'm trying to understand how to interact with the votes that user can give to an article. When a user clicks on this component, where does the vote get stored? If for example I wanted to query how ...
1 vote
1 answer
147 views

not able to migrate knowledge articles

I am trying to migrate Knowledge Article from source salesforce to destination salesforce environment. Source salesforce environment is classic while the destination is lightning. In order to start ...
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0 votes
1 answer
170 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 ...
1 vote
0 answers
58 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....
0 votes
0 answers
348 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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1 vote
0 answers
305 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 ...
  • 307
0 votes
0 answers
593 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. ...
1 vote
0 answers
419 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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0 votes
1 answer
87 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 ...
0 votes
0 answers
256 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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0 votes
1 answer
431 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 ...
  • 654
0 votes
1 answer
464 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 ...
1 vote
1 answer
245 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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0 votes
0 answers
127 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?
  • 1,215
1 vote
0 answers
642 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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2 votes
1 answer
570 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 ...
  • 303
1 vote
1 answer
297 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 ...
  • 12.8k
1 vote
0 answers
55 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 ...
  • 12.8k
1 vote
2 answers
2k 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 ...
  • 1,215
1 vote
1 answer
934 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 ...
4 votes
0 answers
449 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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3 votes
1 answer
120 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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0 votes
1 answer
347 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 ...
1 vote
1 answer
2k 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="...
0 votes
1 answer
764 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 ...
  • 1,215