How to Set Up Salesforce Knowledge in Service Cloud

Help your customers and agents find answers they are searching for faster with Salesforce Lightning Knowledge. In this video, we will review: – All components of Salesforce Knowledge in Lightning – Best practices for implementing Salesforce Knowledge in your org…

How to Set Up Salesforce Knowledge in Service Cloud

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Help your customers and agents find answers they are searching for faster with Salesforce Lightning Knowledge. In this video, we will review:

– All components of Salesforce Knowledge in Lightning
– Best practices for implementing Salesforce Knowledge in your org
– How to categorize and tag articles that are easy to find
– Customizations to Salesforce Knowledge, including record types, data categories, page layouts, and custom fields
– User permissions and article management

Service Cloud Premier and Signature Success Plan customers, request an individual follow-up after the session: https://help-legacy.salesforce.com/supportandservices?id=createCase&spId=a3l0M000000kB05QAE

Tune into more Service Cloud expert coaching videos. Click here: https://sfdc.co/expertcoachingportfolio

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