Quick summary
Salesforce Knowledge is a knowledge base feature that lets agents and customers access articles directly within the platform. Enabling Lightning Knowledge requires updating Knowledge Settings in Setup and assigning the Knowledge User permission to relevant users.
Steps
- Click the gear icon at the top right menu of the Salesforce dashboard.
- Select Open Advanced Setup from the dropdown menu.
- In the Quick Find search box, search for and select Knowledge Settings.
- Click Edit to open the Knowledge Settings editor.
- Under Lightning Knowledge settings, check Enable Lightning Knowledge, then click Save.
- Go back to the Quick Find search box and search for and select Users.
- Choose a user, click the dropdown on the right side, then select Edit User.
- Find and check the Knowledge User checkbox in the user profile.
- Click Save to apply the changes.
