Article Review
Article Review in Salesforce Knowledge is a workflow step where a draft or updated article is routed to a designated reviewer or approval queue before publication.
Definition
Article Review in Salesforce Knowledge is a workflow step where a draft or updated article is routed to a designated reviewer or approval queue before publication. The review process ensures content accuracy, consistency, and compliance with organizational standards. Reviewers can approve the article for publication, reject it with feedback, or request revisions.
In plain English
“Article Review is the step where someone checks a Knowledge article before it goes live. Instead of letting the author publish it straight away, the draft is sent to a reviewer who makes sure it's accurate, clear, and follows the rules. The reviewer can approve it, send it back with feedback, or reject it.”
Worked example
A Knowledge author at Halverstone Software finishes drafting an article on a new compliance feature and routes it through Article Review before publishing. The legal team reviewer reads the draft, flags two phrasings as potentially misleading, and rejects with comments. The author revises and resubmits; legal approves. The article moves to Published status and becomes visible to customers. Article Review is the quality gate that prevents inaccurate or non-compliant content from reaching the help center - without it, every author would have publish rights and content quality would degrade.
Why Article Review matters
Article Review is an optional workflow step in the Knowledge publishing process where drafts are routed to designated reviewers or approval queues before they can be published. Reviewers evaluate the content for accuracy, completeness, consistency with style guidelines, and compliance with legal or regulatory requirements. They can approve the article (moving it forward to publication), reject it with feedback, or request revisions so the author can iterate.
Orgs with high-stakes Knowledge content (regulated industries, safety-critical products, or customer-facing content with legal implications) typically require review before any publication. Less strict environments might use review as an optional quality check for complex articles while letting authors self-publish simpler content. The right level of review is a balance: too little risks publishing errors, too much creates bottlenecks that slow down content updates and frustrate authors.
How organizations use Article Review
Requires review by a subject matter expert for any article that references a specific product version. This ensures the content accurately reflects product behavior, which matters when customers follow instructions exactly as written.
Routes Article Reviews to a compliance queue for articles that mention regulated data handling. The compliance team approves or requests changes, and only approved content reaches customers.
Uses a two-stage review: first a Knowledge editor checks style and grammar, then a product manager verifies accuracy. Articles can't skip either stage, which keeps both editorial and product quality high.
Trust & references
Straight from the source - Salesforce's reference material on Article Review.
- Salesforce Knowledge Article VersionsSalesforce Help
Test your knowledge
Q1. What is Article Review?
Q2. What can a reviewer do with an article in review?
Q3. Why is it important to balance review rigor with publication speed?
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