Salesforce Knowledge

#SalesforceSummer22 – Deflect Cases with Einstein Article Recommendations

#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

#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

#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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Add Alt Text to Images in Lightning Knowledge

#1MinuteTip #SalesforceSpring21 Screen readers now can show alt text captions to describe images in Knowledge articles. Previously, this functionality was available in Salesforce for Classic Knowledge. The functionality is now also available in Lightning Experience.

Image Alt Text Lightning Knowledge

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Step By Step Guide to Importing Articles in Salesforce Knowledge

If you are implementing Salesforce Knowledge, one of the things that you may want to do is to import knowledge articles rather than creating it one by one in Salesforce. Importing knowledge articles is different than importing records in a standard/custom object using a data loader tool and is a bit tricky. But don’t worry. Now, here is a step by step guide to walk you through the entire process and make it a breeze.

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