I have 2 separate companies under one SF org umbrella. Each have their own record type; Strawberry and Orange. These are the same on both Case and Knowledge. I do NOT want Strawberry users to see Orange articles (or vice versa). I am looking for a way to specify/filter which articles are shown in the Knowledge Sidebar Component. Right now, everything seems to point any published Knowledge Articles are shared with any user who has "Knowledge User" permission. Things I have tried: - created separate List Views - created separate public groups for each type and built sharing rules based on record types
- Created data categories (though I could not proceed to mapping them because I could not specify by record type in any way) It seems like something that should be so simple
@Salesforce Knowledge User Group @* Sales Cloud - Getting Started * @* Sales Cloud - Best Practices *
@Maya Robin The easiest way to do it is to use standard sharing model. Make sure to turn on 'Use standard Salesforce sharing' under Sharing settings. By default, the knowledge object uses Public Read/Write for internal users. So you will have to change those settings to Private. Then create 2 criteria-based sharing rules based on the record types to extend the access and this will work for sure.
