In this salesforce tutorial, I will explain how to enable Knowledge users in Salesforce. We will also discuss, how to activate Knowledge users in Salesforce.
Recently, I was working in Salesforce, where we got a requirement to enable Knowledge users in Salesforce. So, in this blog, I will also explain, how to enable knowledge users in Salesforce.
- What are Knowledge Users in Salesforce
- How to enable knowledge users in Salesforce
- How to enable knowledge users in Salesforce lightning
- How to activate Knowledge users in Salesforce
- How to allow Knowledge users in Salesforce
- How to permit Knowledge users in Salesforce
What are Knowledge Users in Salesforce
In Salesforce Knowledge users is a successful knowledge management system that helps in solving problems and answering the questions of external users as well as internal users.
For setting up the knowledge base org, we are enabling the knowledge in salesforce through the setup. If users want to use the knowledge we have to check whether the knowledge user checkbox is active or not.
Comcast is a company based in Philadelphia, USA. They might be created some objects as knowledge management systems for the user that helps the users for solving their problems and answer questions.
So, with this, we understand What are knowledge users in Salesforce. Further, we will learn how to enable knowledge users in salesforce.
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How to enable knowledge users in Salesforce
Here we understand how to enable knowledge users in Salesforce. So, if you want to learn how to enable knowledge users in salesforce follow these steps:
- Login into Salesforce, Click on profile under the profile there is a setting option. Click on the settings.
- After clicking on settings my personal information page is open, on the left sidebar under the personal information there is advanced user detail. Click on it.
- After clicking on Advanced user detail, the advanced user detail is open. Click on edit.
- After clicking on edit scroll down and select the knowledge users check box and then click on the save option.
Now, let’s move ahead and see how to enable knowledge users in Salesforce. We will explore the salesforce experiences: Salesforce lightning.
Read: How to create a user in Salesforce
How to enable knowledge users in Salesforce lightning
Here we understand how to enable knowledge users in Salesforce lightning. So, if you want to learn how to enable knowledge users in salesforce lightning follow these steps:
Step-1: Login into Salesforce, Click on profile under the profile there is a setting option. Click on the settings.
Step-2: After clicking on settings personal information page is open, on the left sidebar there My personal information drop-down arrow. Click on the arrow.
After clicking on the drop-down arrow. My personal information list is open, under the personal information there is advanced user detail. Click on it.
Step-3: After clicking on Advanced user detail, the advanced user detail is open. Click on edit.
Step-4: After clicking on edit, scroll down and select the knowledge users that is present below the offline user.
Step-5: After clicking on the knowledge user, click on the save option that is present beside the save and new option.
This is how to enable knowledge user in Salesforce lightning. Further, we will learn how to activate knowledge user in salesforce.
Read How to Enable Activity Timeline in Salesforce
How to activate Knowledge users in Salesforce
Here we understand how to activate knowledge user in Salesforce lightning. So, if you want to learn how to activate knowledge users in salesforce follow these steps:
Step-1: Login into Salesforce, Click on profile under the profile there is a setting option. Click on the settings.
Step-2: After clicking on the profile under the profile there is a setting option. Click on the settings.
Step-3: After clicking on settings personal information page is open, on the left sidebar there My personal information drop-down arrow. Click on the arrow.
After clicking on the drop-down arrow. My personal information list is open, under the personal information there is advanced user detail. Click on it.
Step-4: After clicking on Advanced user details, the advanced user detail is open. Click on edit.
Step-5: After clicking on edit scroll down and select the knowledge users that is present below the offline user. After clicking on the knowledge user, click on the save option that is present beside the save and new option.
So, with this, we understand how to activate knowledge users in Salesforce. Further, we will learn how to allow knowledge users in salesforce.
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How to allow Knowledge users in Salesforce
Here we understand how to allow knowledge users in Salesforce. So, if you want to learn how to allow knowledge users in salesforce follow these steps:
Step-1: Login into Salesforce, Click on profile under the profile there is a setting option. Click on the settings.
Step-2: After clicking on settings personal information page is open, on the left sidebar there My personal information drop-down arrow. Click on the arrow.
After clicking on the drop-down arrow. My personal information list is open, under the personal information there is advanced user detail. Click on it.
Step-3: After clicking on Advanced user detail, the advanced user detail is open. Click on edit.
Step-4: After clicking on edit, scroll down and select the knowledge users that is present below the offline user.
After clicking on the knowledge user, click on the save option that is present beside the save and new option.
In this way, we understand how to allow knowledge users in salesforce.
Read How to Add Email to Activity Tab in Salesforce
How to permit Knowledge users in Salesforce
Here we understand how to permit knowledge users in Salesforce. So, if you want to learn how to permit knowledge users in salesforce follow these steps:
Step-1: Login into Salesforce, Click on profile under the profile there is a setting option. Click on the settings.
Step-2: After clicking on settings personal information page is open, on the left sidebar there My personal information drop-down arrow. Click on the arrow.
After clicking on the drop-down arrow. My personal information list is open, under the personal information there is advanced user detail. Click on it.
Step-3: After clicking on Advanced user details, the advanced user detail is open. Click on edit.
Step-4: After clicking on edit, scroll down and select the knowledge users that are present below the offline user.
After clicking on the knowledge user, click on the save option that is present beside the save and new option.
So, with this, we understand how to permit knowledge users in salesforce.
Conclusion
In this tutorial, we have learned how to enable knowledge users in salesforce, and also we have covered how to knowledge users in salesforce. This can be performed on salesforce lightning.
- What are Knowledge Users in Salesforce
- How to enable knowledge users in Salesforce
- How to enable knowledge users in Salesforce lightning
- How to activate Knowledge users in Salesforce
- How to allow Knowledge users in Salesforce
- How to permit Knowledge users in Salesforce
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.