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Salesforce Essentials for Administrators

You're reading from   Salesforce Essentials for Administrators Discover the administration fundamentals and challenges of Salesforce CRM

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Product type Paperback
Published in Oct 2014
Publisher
ISBN-13 9781784398071
Length 158 pages
Edition 1st Edition
Concepts
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Author (1):
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Mohit Shrivatsava Mohit Shrivatsava
Author Profile Icon Mohit Shrivatsava
Mohit Shrivatsava
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Table of Contents (9) Chapters Close

Preface 1. User Management and User Profiling FREE CHAPTER 2. Configuring Salesforce 3. Reports and Dashboards 4. Record-level Access, Security, and Audit Features 5. Session Management, Data Loader, and Data Loading Best Practices 6. Troubleshooting Common Problems 7. An Overview of Sales and Service Cloud Index

Knowledge management


The business use case for using this module is as follows:

  1. Your company has a self-service portal and you want to provide a set of content for your end users so that they can refer to it and solve their problem or know more about the products that the company offers.

  2. You want to provide content for your sales or service representatives, which can help them in educating them about FAQs, solutions to known problems, and so on.

The greatest feature of knowledge management is the ability to search. Knowledge can be multilingual. One can set up an approval flow for knowledge. Knowledge in Salesforce follows a cycle from the draft state to the published state. The entire cycle can be managed to improve the quality of the content.

Articles are first drafted and then sent for review to article managers. Once reviewed, these are published. Articles can be versioned, and one can vote and rate them. Articles can be archived as well.

As an admin, it's important to note that in order...

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