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Prasannakumar Athinarayanan (Salesforce Developer en pHRism Solutions)
16 feb 2024, 19:17
Is it lightning-record-picker will work based on user profile visibility?

Is it lightning-record-picker will work based on user profile visibility?

 

#Lighting Knowledge  #Salesforce Developer

2 respuestas
  1. Harsh Thakkar (Salesforce)
    16 feb 2024, 19:39

    Hi @Prasannakumar Athinarayanan,

    Thanks

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David Wagner (Knowledge Integration Lead en Volkswagen Group of America) ha preguntado en Salesforce Knowledge User Group
17 oct 2023, 18:40
SmartLinks not functioning with the new editor

UPDATE 10/18/23: regarding the issues detailed below, we discovered that the SmartLink functionality is tied to Workspace Tab vs. Subtab (they open as expected from Workspace Tab, they do not open from Subtab). We found this reported under Known Issues:

https://issues.salesforce.com/issue/a028c00000supvrAAA/in-new-knowledge-article-editor-smart-links-in-a-new-subtabs-are-not-navigating-when-clicked?_ga

 

=============

ORIGINAL POST

=============

#Lighting Knowledge

Is anyone else experiencing this issue with the new Knowledge Editor? Are there solutions?

 

We are testing the new editor in a sandbox environment. In that environment, when a SmartLink is clicked within a Draft or newly-published article, nothing happens (the link is not opening anywhere).

 

ISSUE REPLICATION #1:

  1. Create new article using new editor
  2. Insert a SmartLink to another article (Published or Draft)
  3. Save
  4. Click the SmartLink -- it should open the linked article but nothing happens
  5. Publish the article
  6. Click the SmartLink -- it should open the linked article, but nothing happens

ISSUE REPLICATION #2:

  1. Locate a Published Knowledge article that (a) contains a SmartLink and (b) was published prior to the new editor
  2. Click the SmartLink -- linked article opens as anticipated
  3. Navigate back to the parent article
  4. Edit as draft
  5. Save
  6. Click the SmartLink-- it should open the linked article but nothing happens
  7. Publish the article
  8. Click the SmartLink -- it should open the linked article, but nothing happens 
  9. Click Versions > Click into prior (now archived) version
  10. Click the SmartLink -- linked article opens as anticipated from the archived version
13 respuestas
  1. Choua Yang
    15 feb 2024, 13:04

    It looks like the new Editor was enforce in Spring '24 because I didn't enable it and we have the new Editor.  We are having issues with Smart link as well.  When we type keywords in the "Link to Article" field, the article we are looking for is not showing on the list.  See attached file.

    2024-02-15_06-49-59.png
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Namratha Ganesh ha preguntado en #Service Cloud
28 nov 2023, 23:41
Restricting visibility of Knowledge article field-level help text from customers

Hello, 

For a Knowledge article created within Salesforce, once it is 'published' it is visible on customer community for all external users like customers. However, these external users are also able to see the hover-over help text that we have provided at the field level for our internal employees who write the articles. 

How can we restrict the visibility of these hover-over field-level help text of published articles from customers on community and other external portals? 

Thank you. #Service Cloud #Knowledge Article #Lighting Knowledge

1 respuesta
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JaLia Steward (Consultant Analyst en Cloud For Good) ha preguntado en #Assign Topics
21 nov 2023, 15:47
Restricting #Topics creation for #Knowledge Users

Has anyone come across a solution that allows Topics to be seen without giving all Knowledge Users to create Topics? 

 

I created a Profile for "View Only" (no creating, updating, editing etc. any Knowledge articles) but it still allows them to create Topics. #Lighting Knowledge #Assign Topics #Service Cloud

3 respuestas
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Cristina Callejon (Salesforce Administrator en MACC Residencial) ha preguntado en Lightning Knowledge Migration
10 feb 2023, 10:14
How to edit MasterVersion Id field?

Hi, we are migrating Drupal articles to Salesforce Knowledge and we have some translated articles not linked with Original language articles, how can we link the translated articles with original if we can't edit in any way the MasterVersion Id field to relate both? Is there any way to do it?

Thank you

#Knowledge #Lightning Knowledge Migration #Lighting Knowledge #Knowledge Article Translation

3 respuestas
  1. Julie Hillyer (Wolters Kluwer TAA)
    10 feb 2023, 23:09

     As per the case description, I understand that you are looking to upload translated articles associated to master article(Knowledge__kav object.)

     

     I have tested this in my demo org and found a way to achieve this by creating a lookup field,

     

     i. Created a lookup field(ParentKnowledge) to knowledge.

     ii. Translated an article(Creates a new Spanish article with draft status)

     iii. Updated the field ParentKnowledge with the English article in the newly created article.

     iv. The translated article is associated with Master article.

     

     Also, I have tried updating the article using data loader(refer the attched article.csv file).

     

     Please find the attachments for reference.

     

     Note the following restrictions:

     

     It's only possible to update draft articles via Data Loader and there are restrictions on how you can export or query knowledge articles.

     

     It's not possible to update an article's PublishStatus via the Data Loader and it's necessary edit each article you would like to update to create a draft version.

     

     There is no standard or supported means to mass update articles to draft status. They must be set to draft status one at a time via the user interface. 

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Joyce Juette (Systems Analyst en Financial Services) ha preguntado en Salesforce Knowledge User Group
29 jun 2022, 16:52
How to format procedures in KB?

Interested in ways you have structured your KB with longer documents like procedures/job aids with step by step processes? We have the record types with different fields on the page layouts but this is more specific to the format once within the rich text fields. 

 

Right now we use tables in another system, but it is a big undertaking to make sure they are correct prior to publishing. Doesn't look like you can pre-populate a "template" within the rich text fields. So, have any of you used a more simple format that is easy for your users to follow step-by-step without tables? 

2 respuestas
  1. Christina Roosen (Consortium for Service Innovation)
    25 jul 2022, 16:35

    Just a side note if you need to take accessibility into account for your audience. Tables can be awful for screen readers. If you use them, you'll want to be sure to incorporate summary/caption/headers and make sure they're as flat and simple as possible.

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Eric Levas (Technical Writer en Chargent by AppFrontier) ha publicado en * Salesforce Platform *
13 jun 2022, 14:21

⚡ Lightning Configuration Webinar Alert ⚡ - Tomorrow!!

 

Got some free time tomorrow? - đź“Ł Are you (or your customers) new to lightning and curious about how to use certain features or customize them for your needs?

 

Join us for the "Getting Started: Platform: Lightning Configuration and Customization" Webinar to learn from Lightning Experts as we guide you through high-level configurations, customization, and personalization capabilities in the Lightning UI.

 

Webinar: Getting Started: Platform: Lightning Configuration and Customization

Date/Time: Tomorrow!! Tuesday, June 14, 2022 10:00 AM - 11:30 AM PST / 1:00 PM - 2:30 PM ET

Format: Virtual, Listen-Only Webinar

Learn More: https://help.salesforce.com/s/articleView?id=000324523

Register Here: https://cs.salesforce.com/events/7013y000002ZDmMAAW

 

Questions are always welcome, and we look forward to seeing you soon!

 

#Lightning #Lighting Knowledge #Lightning App Builder #Configuration For Lightning #Salesforce Lightning #Lightning Components #Recent Lightning Migration

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Eric Levas (Technical Writer en Chargent by AppFrontier) ha publicado en * Sales Cloud - Getting Started *
13 jun 2022, 14:20

⚡ Lightning Configuration Webinar Alert ⚡ - Tomorrow!!

 

Got some free time tomorrow? - đź“Ł Are you (or your customers) new to lightning and curious about how to use certain features or customize them for your needs?

 

Join us for the "Getting Started: Platform: Lightning Configuration and Customization" Webinar to learn from Lightning Experts as we guide you through high-level configurations, customization, and personalization capabilities in the Lightning UI.

 

Webinar: Getting Started: Platform: Lightning Configuration and Customization

Date/Time: Tomorrow!! Tuesday, June 14, 2022 10:00 AM - 11:30 AM PST / 1:00 PM - 2:30 PM ET

Format: Virtual, Listen-Only Webinar

Learn More: https://help.salesforce.com/s/articleView?id=000324523

Register Here: https://cs.salesforce.com/events/7013y000002ZDmMAAW

 

Questions are always welcome, and we look forward to seeing you soon!

 

#Lightning #Lighting Knowledge #Lightning App Builder #Configuration For Lightning #Salesforce Lightning #Lightning Components #Recent Lightning Migration

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Eric Levas (Technical Writer en Chargent by AppFrontier) ha publicado en * Lightning Now! *
13 jun 2022, 14:20

⚡ Lightning Configuration Webinar Alert ⚡ - Tomorrow!!

 

Got some free time tomorrow? - đź“Ł Are you (or your customers) new to lightning and curious about how to use certain features or customize them for your needs?

 

Join us for the "Getting Started: Platform: Lightning Configuration and Customization" Webinar to learn from Lightning Experts as we guide you through high-level configurations, customization, and personalization capabilities in the Lightning UI.

 

Webinar: Getting Started: Platform: Lightning Configuration and Customization

Date/Time: Tomorrow!! Tuesday, June 14, 2022 10:00 AM - 11:30 AM PST / 1:00 PM - 2:30 PM ET

Format: Virtual, Listen-Only Webinar

Learn More: https://help.salesforce.com/s/articleView?id=000324523

Register Here: https://cs.salesforce.com/events/7013y000002ZDmMAAW

 

Questions are always welcome, and we look forward to seeing you soon!

 

#Lightning #Lighting Knowledge #Lightning App Builder #Configuration For Lightning #Salesforce Lightning #Lightning Components #Recent Lightning Migration

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john coles
9 feb 2021, 21:10

Balanced Scorecard???

 

I am digging around looking for a Balanced Scorecard (ex: Cases with Knowledge Article Activities). Does one exist in Salesforce?

 

Here is what I am wanting to see:

  • Team/Group
  • Manager Name
  • User Name
  • KCS Role of User
  • KCS Coach for the User
  • # Cases by this User
  • # Knowledge Articles Viewed
  • # Knowledge Articles Attached (Linked)
  • # Knowledge Articles Created
  • # Knowledge Articles Modified
  • # Citations for KAs the User Created
  • # Citations for KAs the User Modified

 

Having this information will enable my organization to drive adoption and usage of the KB. And as we all know, the greater the use of the KB, the greater the productivity, savings and revenue for Salesforce's Customers. (Seems like a no-brainer)

 

Anyone doing this???

 

Regard,

jc

Balanced Scorecard.png
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