Knowledge Management (11%) Flashcards
Solutions: Name 3 places where a solution can be created?
1) Sidebar
2) Solutions Tab
3) Close case screen
Solutions: What is the solution attachment limit?
5MB
Solutions: Name 4 types of users who can edit solutions?
1) Solution Managers
2) Administrators
3) Users with “Edit” permission
4) Users with “Manage Published Solutions” permission
Solutions: What are the two different solution statuses?
1) Draft - Not been reviewed for publication
2) Reviewed - Ready for publication
Solutions: What 3 steps can be taken in a review process?
1) Edit necessary information and change status to “Reviewed”
2) Check “Published” to make available in org’s customer portal
3) Optionally Check “Visible in Public Solutions” to make available to users of Public Solutions
Knowledge: What is Salesforce Knowledge?
Leading knowledge base (requires licensing). Users can write, edit, publish and archive articles and easily attach them to cases even before a case is closed. Article versioning, article types and data categories allow for greater consistency, readability and relevancy of articles
Solutions: Name 3 ways of finding a solution?
1) Case detail page:
a) Enter keywords related to possible solution
b) Returns a list of relevant solutions
c) Suggested solutions uses a formula to search by relevancy (if enabled)
2) Solutions Page - Keywords
a) Search box on solutions tab
b) Use categories to narrow search criteria
c) Search results return results in all languages that have matching key words
3) Solutions Page - Categories
a) Click a solution category to view a list of solutions in that category
b) Drop down list sorts solutions by category
c) Create a solution list view that matches specific criteria
Solutions: Name four places solutions can be displayed?
1) Salesforce
2) Public Solutions
3) Self-Service Portal
4) Salesforce Customer Portal
Knowledge: What 3 channels does Knowledge support?
1) Internal (SF app) - Search for articles from cases
2) Customer Community - Personalised info for logged in users
3) Public Knowledgebase (via website) - Browse and search
Knowledge: Article Types: Name 3 steps to configuring Article Types?
1) Create article types - e.g. Deals, FAQs…
2) Add custom fields - capture information relevant to article type (date/time, pick list, text/rich text, file field)
3) Customise the page layout - Manage fields, manage sections
Knowledge: Article Types: How can articles be customised for a channel (Internal, Community, Public Knowledgebase)?
1) Tabs - Each field group as a tab
2) Table of Contents - Sections on 1 page with hyperlinks to each section
3) Custom - Enable Admin to select Visualforce pages to display sections
Knowledge: Article Types: Workflow Rules - What 3 actions can a workflow rule trigger?
1) Create email alerts
2) Update fields
3) Send outbound API messages
e.g. could create a workflow rule that sends an email alert to the article type owner when a new article is created from a case.
Note that tasks are not supported by article type workflow.
Knowledge: Article Types: Approval Processes - How can Approval Processes benefit article management?
Additional control over the content of your articles and the process used to approve them.
e.g. could create a process that requires legal and management teams to approve articles containing sensitive information.
Knowledge: Data Categories: Name 2 factors that allows Data Categories to enhance article searching?
Classify and search for articles by dictating article :
1) Relevance
2) Visibility (based on role hierarchy)
Knowledge: Data Categories: Name the 3 types of visibility that can be set for Data Categories via Roles, Permission Sets or Profiles?
1) All Categories
2) None
3) Custom - Selected categories are visible