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Trailhead

Enhance Service Cloud with Lightning Knowledge

Salesforce via Trailhead

Overview

Give agents the right information, at the right time, and in the right format to close cases.
  • Use Lightning Knowledge to create a knowledge base for better customer service.
  • Create record types and page layouts to optimize Lightning Knowledge for your business.
  • Learn how search works in Salesforce Knowledge and customize your org for better results.
  • Unlock the full power of Knowledge by migrating to Lightning Knowledge.
  • Handle customer requests using the Knowledge-Centered Service methodology.
  • Recommend articles to service agents in real time with Einstein Article Recommendations.

Syllabus

  • Knowledge Basics for Lightning Experience
    • Get Started with Lightning Knowledge
    • Prepare Your Salesforce Knowledge Base
    • Set Up a Simple Knowledge Base
  • Lightning Knowledge Setup and Customization
    • Set Up a New Kind of Article
    • Configure Page Layouts and Record Types
    • Set Up the Validation Status
    • Configure Article and Field Visibility
    • Close Cases with Articles
  • Knowledge Search Basics
    • Search in Salesforce Knowledge
    • Choose the Best Search Options
    • Set Up Search Customizations
    • Make Better Decisions with Analytics
  • Lightning Knowledge Migration
    • Harness the Power of Lightning Knowledge
    • Plan the Migration
    • Perform a Test Migration to a Sandbox
    • Set Up Lightning Knowledge
    • Migrate into Production
  • Knowledge-Centered Service with Service Cloud
    • Get Started with Knowledge-Centered Service
    • Manage Article States
    • Set Up Lightning Knowledge for KCS Users
    • Optimize Article Search and Quality Audits
    • Use Evolve Loop to Improve Your Process
  • Einstein Article Recommendations for Service
    • Get to Know Einstein Article Recommendations
    • Start Using Article Recommendations
    • Improve Einstein's Recommendations

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