Updated Articles

  1.  Article Favorites (April 12th)

    Learn how to enable article favorites so your readers can quickly favorite and access up to 10 articles.
  2.  Give your knowledge base a makeover with icon panels subcategory display (Feb. 15th)

    See the recording of our February 15th session on the new Icon Panels subcategory display option.
  3. Basic Settings

  4. Basic Settings

    Use the Basic Settings in Settings > Basic to set your knowledge base's name, date/time, and default language.
  5. Step 3: Add the Remote Site in Salesforce

    Next, we need to add the knowledge base URL as an allowed Remote Site in Salesforce. To do so: In Salesforce, navigate to Setup > Security > Remote Site Settings. Click on New Remote Site . For the URL, use your knowledge base's homepage UR...
  6. Determine your content hierarchy

    Getting your content layout right can be tricky; here are some tips from our own knowledge base reorganizations.
  7. Look & feel

    Check out these resources to give your knowledge base the look and feel to match your branding.
  8. Category icons

    Learn how to add icons to your categories.
  9. Control subcategory display

    For Default category types, you can choose how to display subcategories (that is, categories within this category) on the category homepage using the Subcategory Display Type setting. To set or change these settings: Open the...
  10. Reader Groups

    Learn how to use reader groups to segregate content.