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How-to guide

How to publish a Knowledge Article cleanly

Publication is one click. The discipline that makes Knowledge programs work is what happens around the click: review, validation, audience targeting, and post-publish monitoring.

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

Publication is one click. The discipline that makes Knowledge programs work is what happens around the click: review, validation, audience targeting, and post-publish monitoring.

  1. Open the article draft

    From Article Manager, find the draft and open it. Confirm the content, Data Category assignments, and channel checkboxes match the intent.

  2. Submit for review if the org requires it

    Most production programs route drafts through approval. The author clicks Submit for Approval; reviewers approve before the publish action runs.

  3. Click Publish

    Once approved (or directly if approvals are not required), click Publish. The article moves to Online status and surfaces to its channels.

  4. Validate the live article

    Search for the title in the Knowledge sidebar or the Experience Cloud Help Center. Confirm the article appears for the intended audience. Fix channel visibility immediately if missing.

  5. Monitor views and engagement

    Track views, votes, and Case attachments in the first 30 days. Early signal usually predicts long-term value; weak signal means the article needs revision or promotion.

Gotchas
  • Channel visibility is per article and per version. Articles missing the right channel are silently invisible to that audience.
  • Publishing replaces the prior Online version atomically. Inbound links continue to resolve because URL Name is preserved.
  • Scheduled publication relies on a future-dated effective date and the platform job. Confirm the date in the article's local timezone.
  • Translations have their own publish state. Publishing the master does not automatically publish all translations.

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