Lightning Knowledge Migration
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"Lightning Knowledge Migration" typically refers to the process of moving or transitioning knowledge articles from a Classic Knowledge Base to Lightning Knowledge in Salesforce. Salesforce offers two types of knowledge management: Classic Knowledge and Lightning Knowledge. Lightning Knowledge is the modernized version, built on the Lightning platform, providing a more streamlined and user-friendly experience.
Here are general steps you might consider for a Lightning Knowledge Migration:
Assessment:
Evaluate your existing Classic Knowledge articles. Identify the scope of the migration and understand the structure and metadata associated with each article.
Enable Lightning Knowledge:
Make sure Lightning Knowledge is enabled in your Salesforce org. You can do this from Setup by searching for "Knowledge Settings" and enabling Lightning Knowledge.
Content Audit:
Review and clean up existing content. Remove outdated or redundant articles, and ensure that the remaining articles are relevant and accurate.
Data Mapping:
Map the fields and data from Classic Knowledge to Lightning Knowledge. The data structure may differ, so make sure you understand how the information is stored in both systems.
Export Data:
Use Salesforce Data Loader or another data export tool to extract your existing Classic Knowledge articles along with their metadata.
Data Transformation:
If needed, transform the exported data to match the data structure of Lightning Knowledge. This may involve reformatting fields, updating metadata, or making other adjustments.
Import Data:
Use Salesforce Data Loader or another data import tool to upload the transformed data into Lightning Knowledge. Ensure that the relationships between articles are maintained.
Review and Test:
Once the data is imported, thoroughly review and test the articles in the Lightning Knowledge environment. Check for any formatting issues, missing data, or other anomalies.
Training:
Train your team on the new Lightning Knowledge interface and functionalities. Ensure that they are familiar with the changes and can effectively use the new system.
Go-Live:
Once you are confident in the migration, set up a plan to switch to Lightning Knowledge. Communicate the change to your users and provide support as needed.
Post-Migration Cleanup:
After the migration, perform a final review and clean up any remaining artifacts from the Classic Knowledge system. Ensure that all users are using the new Lightning Knowledge exclusively.
Remember that these steps may vary based on your specific Salesforce setup and requirements. It's essential to refer to Salesforce documentation and, if necessary, consult with Salesforce support or professionals with experience in Lightning Knowledge migrations for more specific guidance tailored to your organization's needs.
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