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How-to guide

How to create a Solution in Salesforce

Solutions are the legacy Service Cloud knowledge mechanism — they're the predecessor to Lightning Knowledge. New orgs ship without Solutions; existing orgs keep them around for backward compatibility but Salesforce strongly recommends migrating to Knowledge for any net-new content.

By Dipojjal Chakrabarti · Editor, Salesforce DictionaryLast updated Apr 20, 2026

Solutions are the legacy Service Cloud knowledge mechanism — they're the predecessor to Lightning Knowledge. New orgs ship without Solutions; existing orgs keep them around for backward compatibility but Salesforce strongly recommends migrating to Knowledge for any net-new content.

  1. Make sure Solutions are enabled

    Setup → Solution Settings → Enable Solution Browsing. Off by default in newer orgs.

  2. Open the Solutions tab

    App Launcher → Solutions. May not be on the standard nav — admin can enable the tab.

  3. Click New

    Top-right of the list view.

  4. Enter Solution Title and Solution Details

    Title is the headline; Details is the body (rich text in HTML solutions, plain text otherwise).

  5. Pick Solution Status

    Draft / Reviewed / Duplicate. Only Reviewed solutions appear in standard solution searches.

  6. (Optional) Categorize via Solution Categories

    Setup → Solution Categories → assign this Solution to the right tree branch. Drives filtering in the Solution Browser.

  7. Submit for Review or just Save

    Save keeps it as Draft. The Solution Manager profile permission is what flips Status to Reviewed.

Mandatory fields
Solution Titlerequired

Required. The headline.

Statusrequired

Required. Draft is the default.

Gotchas
  • Solutions are deprecated. Salesforce hasn't released new functionality on this object in years and recommends Lightning Knowledge for all new orgs. Migration is one-way and requires careful planning.
  • Solutions show in search results only when Status = Reviewed. Drafts are invisible to the Solution Browser even if your profile has Read access — the Status filter is enforced.
  • Solution Categories are a separate hierarchy from Knowledge Data Categories. Don't confuse the two — Solutions use their own categorization scheme that doesn't transfer to Knowledge during migration.

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