Salesforce Knowledge implementation Setup Customization 2023

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Salesforce Med

1:03:31

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1. Introduction

1. How is this course organized .mp4

01:10

2. Who am i .mp4

00:50

3. Introduction.mp4

01:30

4. Salesforce knowledge overview.mp4

01:58

2. Lightning Knowledge setup Activation and permissions

1. Sign up for a developer edition org.mp4

01:53

2. What are we gonna do in this chapter .mp4

01:11

3. Add authors and assign permissions.mp4

03:01

4. Enable Knowledge and feed tracking for knowledge.mp4

01:27

3. Lightning knowledge Setup Page layouts and record types

1. What are we gonna do in this chapter .mp4

01:00

2. Knowledge page layout creation.mp4

06:48

3. Knowledge record type creation.mp4

01:45

4. Knowledge articles related list.mp4

01:52

4. Set access to lightning knowledge

1. What are we gonna do in this chapter .mp4

00:54

2. Permission set creation.mp4

04:02

3. Permission set assignment.mp4

01:33

4. knowledge author testing.mp4

02:49

5. Data Setup for lightning knowledge

1. Salesforce Data Setup Outline.mp4

00:31

2. How is data organized in lightning knowledge .mp4

00:59

3. Create data category groups.mp4

03:32

4. Customize data category visibility.mp4

02:01

6. Knowledge article management

1. Knowledge Article management.mp4

01:04

2. Enable and create validation status for articles.mp4

01:56

3. Create , Validate and publish an article.mp4

04:47

4. Create, Publish and Update an article.mp4

02:15

7. Case solving using lightning knowledge

1. Salesforce case solving chapter outline.mp4

00:51

2. Add the Knowledge Component to the Case Record.mp4

03:45

3. Enable Communication Channel Mappings.mp4

01:53

4. Enable email to case and customize case page layout.mp4

03:44

5. Resolving cases using knowledge testing.mp4

02:03

6. Salesforce knowledge Conclusion.mp4

00:27

Description

Learn about Salesforce Knowledge Setup and customization and solve cases using Service Cloud knowledge articles

What You'll Learn?

Setup : For Salesforce Lightning Knowledge
configuration and customization : For Salesforce Lightning Knowledge
Setting access : to lightning knowledge
Data Setup : For lightning knowledge
Knowledge article management
Knowledge organisation : data category groups
Case solving : using lightning knowledge articles
And much more content related to Knowledge management

Who is this for?

Salesforce business analysts

Salesforce Admins

Salesforce developers or achitects

Anyone who want to skill up and learn about Salesforce knowledge

More details

Description
This course is a comprehensive and fast-paced training program designed to help Salesforce professionals learn how to set up, customize, and use Salesforce Knowledge. The course covers a range of knowledge-related topics, with a focus on the essential ones: setting up and configuring a knowledge base, customizing the look and feel of articles, and using knowledge articles to solve customer cases.
Participants will learn how to create and organize articles, set up user profiles and permissions, and customize article page layouts. They will also learn how to access relevant articles and create new ones as needed to efficiently resolve customer issues and questions. The course will teach participants how to effectively use Salesforce Knowledge to improve customer service and support.
In addition to these core topics, the course will also cover advanced topics such as integrating knowledge with other Salesforce features, such as cases and communities. Participants will learn how to leverage the full power of Salesforce Knowledge to enhance the customer experience and drive business success. Overall, this course is designed to give Salesforce professionals the skills and knowledge they need to effectively set up, customize, and use Salesforce Knowledge in their daily work.
One of the key benefits of Salesforce Knowledge is its ability to improve the efficiency of customer support teams. By providing a centralized repository of knowledge articles, Salesforce Knowledge helps teams quickly find and access the information they need to resolve customer issues. This can help reduce resolution times and improve the overall customer experience.
Salesforce Knowledge also offers a number of tools and features to help teams create and manage knowledge articles. These include the ability to use rich text formatting, insert images and videos, and collaborate with team members. Teams can also use tags and categories to organize articles and make them easier to find.
In addition to its use in customer support, Salesforce Knowledge can also be used to share knowledge and information with other teams within an organization. This can include things like training materials, internal policies and procedures, and best practices. By making this information easily accessible, Salesforce Knowledge can help teams stay informed and up to date, which can improve productivity and efficiency.
Overall, Salesforce Knowledge is a powerful tool that can help organizations improve the customer experience, increase efficiency, and drive business success. With the skills and knowledge learned in this course, Salesforce professionals will be well-equipped to set up, customize, and use Salesforce Knowledge to its full potential.
Who this course is for:
Salesforce business analysts
Salesforce Admins
Salesforce developers or achitects
Anyone who want to skill up and learn about Salesforce knowledge

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Instructor's Courses

Quick story about me : Everything started when i decided to quit my home country to go abroad to discover new cultures and find a better paying job ! and i had to start from 0 ! i didnt know what were my capabilities neither what added value i can bring to compagnies . but as i was very hungry to learn and to turn my life up side down to find success in a " succeed or die trying mentality" i decided to read a handfull of books about management , marketing , IT, Customer relationship management, and other books about motivation, i realized that i gained so much in self empowerement, and realized that so many of my friend and familly started asking for my help to change their lifes and acheive their dreams . Coach, Speaker, Consultant and CEO,Coach : 40+ people coached for free and more than 75 studentsSpeaker : Certified Scrum master and agile methodology where my job was essentially keeping track of the " HOW" we should work in a peaceful and professional environementConsultant : Certified Salesforce consultant x6 i worked more than 6 years in project management implementing Salesforce .CEO : Proud CEO of an event management company since 2016Personnal : i live in Paris ,with my wife and my dog . my passions include playing guitare, tennis, biking, fitness and hiking

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