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Full Article Manager entry
How-to guide

How to use Article Manager day to day

Article Manager is most powerful when shaped to the role using it. Authors, reviewers, and Knowledge managers each get more value from custom list views than from the default sort.

By Dipojjal Chakrabarti · Founder & Editor, Salesforce DictionaryLast updated May 19, 2026

Article Manager is most powerful when shaped to the role using it. Authors, reviewers, and Knowledge managers each get more value from custom list views than from the default sort.

  1. Open the Knowledge tab

    App Launcher, Knowledge. The default list view shows all articles; switch to a more specific view for your role.

  2. Build role-specific list views

    Author: My Drafts. Reviewer: Pending Review by Date. Manager: Archive Candidates (older than 18 months, fewer than 10 views per quarter).

  3. Search and filter inline

    Use the search box plus list view filters to narrow further. The combination handles most ad hoc questions about the Knowledge base state.

  4. Mass-edit when patterns emerge

    Select multiple articles, choose a mass action (categorise, change owner, archive). Mass actions save hours of single-article editing during a re-categorisation or content cleanup.

  5. Pair with reports for trends

    The manager shows current state; reports show historical trends. Build dashboards for archive rate, publishing rate, and top-viewed articles to track Knowledge program health.

Gotchas
  • List views inherit Data Category visibility. Authors who lack visibility to a category will not see articles in that category in Article Manager, even if they exist.
  • Mass actions can publish or archive many articles at once with no easy undo. Confirm the selection set before clicking.
  • The default sort is rarely useful at scale. Build custom list views for each role to make the page operational.
  • Archived articles are filtered out of search by default. Switch to the Archived list view to find them.

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