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Salesforce® Service Cloud® For Dummies®
book

Salesforce® Service Cloud® For Dummies®

by T. J. Kelley, Jon Paz
March 2015
Intermediate to advanced
384 pages
7h 56m
English
Wiley
Content preview from Salesforce® Service Cloud® For Dummies®

Chapter 12

Managing and Categorizing Articles

In This Chapter

arrow Managing the article publication process

arrow Understanding article actions

arrow Categorizing and finding articles

arrow Automating the article lifecycle

With Articles, harnessing your organization’s knowledge has never been easier. Your service organization can fine-tune every aspect of the knowledge management lifecycle to the level of detail that suits the team and the organization’s culture. The ability to categorize your articles hierarchically will allow your support agents to quickly search an entire catalogue of knowledge articles and find the result they, and the customer, are looking for in a matter of moments.

In this chapter, we lay the foundation for managing and categorizing the articles in your knowledge base. We walk you through each phase of the article lifecycle and explain the configuration steps needed along the way. Then we explain how you can leverage powerful categorization tools available natively with Salesforce to organize your articles in a manner that allows your agents to most easily locate relevant information. ...

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Publisher Resources

ISBN: 9781119010685Purchase book