Titan Enhances Salesforce's Knowledge Base | Titan Web for Salesforce Knowledge | Use Case
If you notice that workflow processes began slowing down with their business growth and employees need direction to handle their work queries in your company, you should turn to Titan - a flexible platform to create a Knowledge Base that can be hosted on its website without writing any code. A Knowledge Base is essential for sharing information and articles within your organization. So, If you need a space for your staff to read up on standardized processes, quickly learn best practices, and eliminate reliance on seniors in the organizational teams, you should start using Titan. The advantages are:
A dynamic Knowledge Base pulls data from Salesforce;
The Knowledge Base fits seamlessly into the company’s existing website.
The employees require a Knowledge Base with an excellent user interface and little to no training to operate.
The Knowledge Base allows employees to download an article to read later at their convenience.
Employees can interact with the Knowledge Base and leave comments on articles.
To upgrade business workflows, you need to use a template from Titan Web (https://titandxp.com/salesforce/cloud...) to create a Knowledge Base powered directly by Salesforce. Titan provides a completely customizable Knowledge Base that is added to the company’s existing website. The web design team is able to take full advantage of branding the Knowledge Base by customizing the fonts, menu, logos, sign-in, and search bar. The best part? An employee’s role in the company determines which articles they will see upon entering the Knowledge Base. When employees sign into the Knowledge Base with an email address, Titan analyzes this data based on the profile user permissions assigned to the email address and then determines what view the employee will see (https://titandxp.com/kb/use-case/know....
Titan provides employees the ability to view all articles organized into categories to allow readers to easily choose which one they would like to read. They may also view any comments and likes on an article from peers with an option to download the report as a PDF using Titan Docs (https://titandxp.com/salesforce-doc-gen/) if they prefer. Employees can comment on an article by using Titan’s comment box. By quickly clicking on a simple button in the comments box, they can also share further information, such as yes or no to “Was this article helpful or not?”
Discover Titan's robust features to take your business to the next level! Utilize an up-and-running Salesforce-focused Knowledge Base that allows you to reach deadlines with confident, happy employees!
Chapters:
0:00 - An Introduction to Titan’s Knowledge Base
0:13 - A Real-Life Use Case
0:57 - Titan’s Solution to Create an Organized Knowledge Base
1:17 - Titan’s Integration with Salesforce’s Knowledge Base
1:32 - Salesforce’s Search and Suggestion Functionality
2:03 - An Intuitive Portal
2:22 - Titan Web for Building Portals
FAQs:
What is Salesforce Knowledge Base?
Salesforce Knowledge Base is a robust knowledge management system within the Salesforce platform, allowing organizations to create and manage valuable information. It enables users to create knowledge articles, which are comprehensive documents containing information about products, processes, or solutions. Salesforce Knowledge facilitates efficient knowledge sharing and streamlining support processes.
What is the difference between building your knowledge base in Lightning Experience and in Salesforce Classic?
Lightning Knowledge utilizes the standard Files object, while in Classic Knowledge, files are linked through custom file fields. Classic Knowledge uses Knowledge One and the Article Management tab, while Lightning Knowledge introduces a Knowledge home page featuring list views. Lastly, Lightning Knowledge offers more flexibility with fields, actions, and related lists per record type and user profile, compared to Classic Knowledge's reliance on fields only.
How do I get started?
Contact us to build powerful no-code digital experiences for Salesforce (https://titandxp.com/). Learn how to create custom docs, forms, apps, e-signatures, and surveys with Titan’s full suite of enterprise applications.
Visit Titan Academy (https://academy.titandxp.com/) and find out How Titan is highly flexible and offers brilliant Salesforce solutions with various products, not just a Knowledge Base.
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