To use the Salesforce Knowledge Base, you first need to connect the Salesforce integration. See Salesforce integration setup.
Configure the knowledge base
After you create a new integration-based source and select the lookup called Knowledge Base from the Salesforce integration, configure these settings:Configuration
| Field | Description |
|---|---|
| Lookup | Select Knowledge Base from the Salesforce integration. |
| Action description | A short description of what this knowledge base imports (for example, “Imports Salesforce knowledge base content into Typewise”). |
| Title | A name for this knowledge base source (shown in the Knowledge Hub). |
| Import frequency | Once, Daily, Weekly, or Monthly — how often Typewise re-imports and re-indexes this content. |
| Access level | Controls how imported content can be used and shared. See Access levels. |