Solution Engineering17 tasks
Document Knowledge Article Configuration
Users get written guides, analyses and demo documents for configuring and using Salesforce Knowledge. Most of the output is documentation.
Method
How MeshMesh does it
- Traces the existing setup first, for example which flow sets the Case subject.
- Builds a gap analysis before writing, then sorts each solution into Standard, Configuration or Custom.
- Fixes Knowledge article surfacing where asked: the category mapping setting, the Apex search terms and the flow that sets the subject.
- Writes the deliverable as a PDF or an HTML guide. Guides include admin steps and illustrative code.
- Revises the guide over several rounds of user corrections, or refreshes it as the work changes.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.