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Lära Salesforce Knowledge Panel | Salesforce Customer Support & Case Management
The Beginners Guide to Salesforce
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The Beginners Guide to Salesforce

The Beginners Guide to Salesforce

1. Understanding CRMs Basics with Salesforce
2. Getting Started Managing Leads in Salesforce
3. Closing Deals & Managing Opportunities in Salesforce
4. Salesforce Customer Support & Case Management
5. Email Communications and Quick Texts in Salesforce
6. Salesforce Reporting & Analytics

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Salesforce Knowledge Panel

The Knowledge Tab in Salesforce is a versatile tool designed for two main purposes.

First, it's an Internal Knowledge Base that stores Standards of Practice (SOPs)—technical guides that help employees resolve customer issues.

Example: if Alex Martin reports missing items in a delivery, employees can consult a step-by-step guide from the Knowledge Tab to address the issue.

Second, it can also act as a Public-Facing Knowledge Base, serving as a self-help resource for customers by providing tutorials, troubleshooting guides, and FAQs.

Example: DoorDash's help articles, such as "How to View Your Gift Card Balance," are built in Salesforce and published as part of their public support site.

The Knowledge Tab is an essential tool for managing both internal SOPs and public-facing resources. By creating well-structured articles, teams can efficiently resolve customer issues and empower customers to find answers independently.

1. What are the two main uses of the Knowledge Tab in Salesforce?

2. When creating a Knowledge Article, what happens if you check "Visible to Customer"?

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What are the two main uses of the Knowledge Tab in Salesforce?

Select the correct answer

question mark

When creating a Knowledge Article, what happens if you check "Visible to Customer"?

Select the correct answer

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