Lightning Knowledge Setup Flow
Use a setup flow to enable Lightning Knowledge. From the Service Setup home page, click Get Started under the Knowledge Setup tile.
Follow a few prompts, and before you know it, you’ve created the framework for your business's knowledge base.
Behind the scenes, the flow enables Lightning Knowledge, verifies licenses and users, creates the required permission sets, assigns users, and creates data categories.
At the end of the flow, you can opt to set up other features or access helpful setup topics.
Lightning Communities Setup Flow
You can also use a setup flow to enable Lightning Communities. Like the other Service Setup flows, they've all got at least one thing in common—an easy setup experience!
From the Service Setup home page, click Get Started under the Lightning Communities Setup tile. The setup flow builds your community using the Customer Service (Napili) template. In the setup flow, you name your community, create the URL, add navigational and featured topics, and assign articles to topics. At the end of the flow, you can opt to set up other features or access helpful setup topics. When you're done, you can preview your community with co-workers before it goes live.
Access Customize Case Status from the Recommended Setup Window
Service Cloud offers various case statuses that your support agents can use. But what if your support managers want to invent some on their own? That's where Customize Case Status comes in. Click Customize Case Status under Recommended Setup to open a pop-up where you can add new case statuses, toggle them on and off, and assign Default or Closed statuses.
Take advantage of the drag-and-drop functionality, or use the arrows to arrange the order of case statuses.