Skip to main content
Group

Salesforce Knowledge User Group

Need tips on implementing Salesforce Knowledge? • Implementation guide: https://bit.ly/3GrlLnR • Online training videos, http://bit.ly/1hPvm4E (requires Premier Success Plan)

Looking at the feature Knowledge Map. Has anyone seen a demo or why I would want to use the feature? I'm not sure if it would be useful and the documentation is rather sparse.  Unfortunately because Knowledge does not easily come from Production to non full sandbox orgs we have broken articles where we got the kav but not the KA in the org.  Also if you accidentally turn it off and back on again it is very easy to make duplicate Knowledge Article Relationships.

9 answers
0/9000
2 answers
  1. Aug 19, 3:49 PM

    While it states Apps by Salesforce Labs "should be considered community projects - these apps are not officially tested or documented," it also states that they are built by Salesforce employees, so it is not a community project. 

     

    We use it and it works well. However, when we upgraded to the latest version, one of the question labels had " (obsolete)" appended to it. IT couldn't figure out how to modify an OOB label, so we had to hide the OOB field, create a new, custom field, and adjust the formula to not count the old field but include the new field in scoring CSCs. Other than that we've had no problems. The documentation on the package is good, make sure your IT team is referencing it.

0/9000

Could some provide the steps to enable Einstein Knowledge Similarity?

 

Thank you

11 answers
  1. Jul 29, 2:58 PM

    Thanks @Chad Meyer - finally a screenshot :-) of where this may be in setup. And I agree with you about the Einstein Knowledge Creation, the experience is very odd. 

0/9000
1 answer
0/9000

Is there a way to report on any article versions that were created by a user, rather then just the original author? 

 

Background: My stakeholders want to report on Knowledge contributions by user, and there are the scenarios: 

- user authored a new article (we have this covered via an Author field and the Created By field) 

- user creates new version to update an article, and submits that for review approval. I have not been able to report on the version creators, as Created By keeps displaying just the original article creator. Maybe we need to use the Approval Process submitted by / created by user?  

- user with the special permissions approves a review approval request, doesn't actually edit the article.    

Thank you for any insight you can provide on best practices in this space. 

5 answers
  1. Mar 6, 5:17 AM

    Great question, Hanna! Here's a quick breakdown by scenario: 

     

    1. New Article Authors — Already covered via Created By and your custom Author field. 

    2. Version Creators — The Created By field always reflects the original author, not the version creator. The best workaround is to use Approval Process History (ProcessInstance / ProcessInstanceStep objects), which captures who submitted each version for review. Alternatively, create a custom "Version Created By" field and auto-populate it via a Flow triggered on Knowledge Article Version creation.

    3. Approvers — Use the same Approval Process History

    report  

     

    Quick Tip: Combine Approval Process History reporting with a Flow-driven custom field for the most complete and reportable view of Knowledge contributions across your org.

0/9000

🚨 Stop Guessing Which Salesforce Fields Are Actually Used! 🚨

Hey Ohana! 👋

We all know the pain of cluttered page layouts. Users ask for custom fields, but six months later... are they even filling them out? Cleaning up "dead" fields usually means exporting massive spreadsheets or writing complex SOQL queries.

Not anymore.

 

 

 

🚨 Stop Guessing Which Salesforce Fields Are Actually Used! 🚨Hey Ohana! 👋We all know the pain of cluttered page layouts. Users ask for custom fields, but six months later...

 

 

 

Meet FieldPulse — a Chrome extension that overlays org-wide data health directly onto your Lightning record pages. It takes zero admin setup and instantly shows you what is safe to delete.

Why you'll love it:

  • 🚦 Instant Visuals: Color-coded badges show the exact fill rate (e.g., Green = 75%+, Red = Under 25%).
  • 💀 Catch "Dead" Fields: Instantly identifies fields with a 0% fill rate across the org.
  • 📊 One-Click PDF Reports: Generate a beautiful data health report to share with stakeholders.
  • 🔒 100% Secure: It processes locally in your browser using your active session. No data leaves your screen.

 

 

 

image.png

 

 

 

 

 

Whether you are doing an org health check, prepping for a migration, or just tackling technical debt, this is a massive time-saver.

👉 Grab it for free on the Chrome Web Store here: https://chromewebstore.google.com/detail/fieldpulse-%E2%80%94-know-your-fi/lhmchaimgbhgaclllplapiekikjimhkk

Let me know what you think in the comments! How are you currently managing your field cleanup? 

1 comment
  1. Apr 20, 4:58 AM

    Thanks everyone for the encouraging feedback, really appreciate it! 

    Regarding security and metadata access, I’ve documented everything in detail here: https://fieldpulse.forcenaut.com/security 

    In short, the extension does not store or transmit your org data externally. It operates within the user’s browser session and respects Salesforce security and access controls. All interactions are limited to what the logged-in user is already authorized to access. 

    Happy to answer any specific questions if you have them 👍 

0/9000

Does anyone know if I can use this functionality, but with MS Teams? Or any others Dos and Don'ts as I prepare to chat Salesforce development and requirements for Intelligent Swarming. 

12 answers
  1. Dec 11, 2023, 9:44 PM

    Yes, even with Slack we always posted within the same channel. Basically we are just sending an email to that channel. There might be something in unofficial salesforce to help, but that is what we did.  No title, per se, on the post but each one is started with the case owner's name/case number/priority followed by their question. We also include the Subject of the case too, in case someone wants to see the original question. I used the "send better email" action in Flow.  Here is what the agents see on the case feed to send their post:

    Yes, even with Slack we always posted within the same channel. Basically we are just sending an email to that channel.

    This is what the Teams post looks like:

    teams post.png

    Hope that helps!

    Kim

0/9000

Hi @Leon Kempers

-  

 

I hope you are still the Knowledge Product Manager - I have submitted this idea but

Show Name of user in | IdeaExchange

I forgot to have a complete title. 

 

The Idea is to

Show Name of user in Version Compare instead of the Salesforce Id field 

 

 

 

Hi - I hope you are still the Knowledge Product Manager - I have submitted this idea but Show Name of user in | IdeaExchange I forgot to have a complete title.

 

 

3 comments
0/9000

Howdy!  our team is wanting to embed video in articles, but not excited about hosting these in another vendor.   I point them to this article, which lists video sites and one of them is "Salesforce.com" https://help.salesforce.com/s/articleView?id=sf.fields_using_html_editor_videos.htm&type=5

 

So now they are asking me - how do we just host these in Salesforce?   What does the "salesforce.com" option mean, and how would I have them upload and then link the videos?

4 answers
  1. Apr 3, 5:18 PM

    Hi @Carisa Kanehailua - Enterprise Knowledge (EK) may be of interest to you for this. If you're familiar with Unified Knowledge, EK is the new version built on Data Cloud (oops, Data 360) :) and would enable you to ingest videos and PDFs into your SF instance, then use that content for Agentforce grounding. Overview video

    in case you're interested - note that it does require that you're on Data 360.  

     

    I'm a bit out of my element with other options, sorry, but you can always

    link to Sharepoint or Youtube repositories in your existing articles. 

0/9000
5 answers
0/9000