How do you add a knowledge component to a case record page?

How do you add a knowledge component to a case record page?

In Lightning App builder click on Edit beside Case Record Page. From Lightning components section on the left side search for Knowledge component. Add/Drag the Knowledge component to the layout.

What is knowledge component in Salesforce?

The Knowledge component keeps your team connected to your knowledge base everywhere in Salesforce. Your teams and support agents can use Knowledge in the service console with cases and other objects. Your team can search for and attach articles, or follow and unfollow articles.

How do I add Aura components to a page?

Create and Add an Aura Component to the Record Page

1. In the Developer Console, select File | New | Lightning Component.
2. For the component name, enter MyContactList .
3. Check Lightning Record Page and then click Submit.
4. Add a reference to the Apex controller, controller=”MyContactListController” , on the aura:component tag.

What are two capabilities of knowledge in Salesforce?

One of the critical features of Salesforce Knowledge is Data Categories and Data Category Groups. These are two major functions — article organization and article access. Data Categories allow you to organize your article content in a hierarchical way.

How to change case page layouts in Salesforce?

To make this change: From Setup, click the Object Manager tab. Select Case, and open the Case Page Layouts setup page. Select the page layout in which you want to move fields, and click Edit. Similar to Salesforce Classic, drag Case Reason under Priority.

What are the fields in a case page?

When creating a new Case Page Layout there are 7 fields that are inherent to the Case Object that cannot be removed from the Page Layout without the use of APEX/Visualforce. The fields that come with every Case include Contact Name, Status, Priority, Case Origin, Subject, Description, and Web Email.

Where do I find the knowledge component in Salesforce?

From the Standard components list, drag the Knowledge component to the right side of the record page and drop it under the Record Details component. Click the Tabs component (the left side of the record page where it says Feed and Related). In the panel on the right, click the Add Tab button to add the Details tab.

How to manage cases using articles unit in Salesforce?

Under Select Communication Channel Layout Fields, from the Available Channels list select Title and Summary and click Add to move them to the Selected Fields list. Click Save. Now enable email-to-case so you can access email through cases. Click the Home tab. Enter Email-to-Case in the Quick Find box and select Email-to-Case.