Salesforce Knowledge

#SalesforceSpring23 – Get Actionable Knowledge Insights

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#1MinuteTip #SalesforceSpring23 Get insights on how to better serve your customers with the right content at the right time using out-of-the-box Knowledge reports and dashboards for CRM Analytics. Monitor how your published knowledge articles are performing, which internal articles are candidates for publishing externally, and who your top Knowledge contributors are.

Product Area: Service Cloud -> Knowledge

Get Knowledge Insights with Dashboard Pack

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#SalesforceSummer22 – Deflect Cases with Einstein Article Recommendations

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#1MinuteTip #SalesforceSummer22 Integrate the power and flexibility of Flow Builder with Einstein Article Recommendations. Enable smart email auto-response to quickly answer customer questions and deflect cases with knowledge articles.

To add article recommendations to your flow, select Create Article Recommendations from the Action menu in Flow Builder.

Salesforce Deflect Cases with Einstein Article Recommendations

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#SalesforceSpring22 – Work More Efficiently with Knowledge Search Filters

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#1MinuteTip #SalesforceSpring22 Knowledge search filters in Salesforce (from the global search box or Knowledge sidebar), now persists as long as the user stays in the same browser tab and session.

The filters are also synchronized between the search box and sidebar. If the user refreshes the browser, opens a new browser tab, or ends the session, search resets the filters to the defaults.

Knowledge Search Filters in Salesforce

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Clone Knowledge Article AppExchange Component by Salesforce Labs

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#1MinuteTip Clone Knowledge Article AppExchange Component lets you create templates and clone them to quick-start Knowledge Article creation! It offers great cloning functionality for Knowledge Articles. Now you can create a collection of templates to allow for quick starting the Article curation process and easily clone articles to maintain the data and make minor changes.

Clone Knowledge Article AppExchange Component

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