Does your team spend time searching shared drives, email threads, or other locations for answers and guidance? Salesforce Knowledge Base can put approved information alongside the work already taking place in Salesforce.

Salesforce Knowledge Base is a searchable library of approved frequently asked questions, step-by-step instructions, definitions, policies, and other reusable guidance. Staff can find answers within Salesforce.

Salesforce Knowledge Base may help when

• Staff repeatedly ask the same questions.
• Guidance is spread across shared drives, email threads, binders, or other locations.
• Staff need approved information while working in a Salesforce record.
• Teams need consistent answers, instructions, or protocols.
• Important expertise needs to be retained and shared as staff or programs change

See how IPRO uses Salesforce Knowledge Base

Salesforce knowledge base demo

Download the overview

Review the Salesforce Knowledge Base overview for potential uses, benefits, limitations, governance needs, and planning considerations.

Interested in using Salesforce Knowledge Base?

If Salesforce Knowledge Base could help your business area, submit a request to the Technology Solutions Helpdesk.

A discovery session will help confirm whether Document Generation fits the proposed use case.