Slaesforce FAQ

how to categorize products in salesforce

by Bonnie Fisher Published 2 years ago Updated 2 years ago
image

Go to the Product Categories related list, and click New. In Category, select the product that you want to assign the product to, such as Coffee Machines. Enter a Sequence value.

Create Product Categories and Subcategories
  1. From the Commerce App Navigation menu, select Catalogs.
  2. Select a catalog.
  3. On the Categories tab, click Create Category.
  4. Enter a name for the category, and optionally enter a description.
  5. If you're adding a subcategory, search for and select its parent category.

Full Answer

How do I create a support category in Salesforce?

Fill in the information. Click Save. Under Categories in Support Options, enter Product Support and click Add. Enter Billing Support and click Add. Enter Order Support and click Add. Click Save. Finally, activate the data category groups that you just created.

How do I create a product support category group?

Next, create a Support Options data category group for customer support options when contacting the customer service team. Under Category Groups click New. Fill in the information. Click Save. Under Categories in Support Options, enter Product Support and click Add.

What are data categories and how do I use them?

You can use data categories to control access to a particular set of articles, questions, or ideas. Create a couple of data category groups for Ursa Major Solar, and then customize access to those groups.

How do I activate the data category groups that I just created?

Finally, activate the data category groups that you just created. On the left-hand side under Inactive Category Groups, hover over Solar Installation & Maintenance. Click the key icon to Activate.

image

How do I create a product category in Salesforce?

Create a Product CategoryFrom App Launcher, find and open Categories, and then click New.Enter a name and description.Select the catalog.To show the product on a menu, select Show In Menu.Enter a sort order.Select a parent category, and then save your changes.

What is product category in Salesforce?

Grouping products into categories makes it easier for shoppers to find products. Plan Your Category Structure. Categories make products easier to discover in searches and through navigation. Build a category structure that shows product relationships and makes products easier to find.

How do you assign a category to a product?

Assign Products to a CategorySelect site > Merchant Tools > Products and Catalogs > Products.Select a product. ... Lock the product.Click the Categories tab.On the Product page Categories tab, the categories that are listed are already assigned.More items...

How do I add a subcategory in Salesforce?

Create a SubcategorySelect Merchant Tools > Site > Products and Catalogs > Catalogs.Click the category to which you want to add a subcategory.To show the category in your storefront, complete the category fields, and select the Online checkbox. ... Click Apply.

How do you create categories and subcategories?

Create Product Categories and SubcategoriesFrom the Commerce App Navigation menu, select Catalogs.Select a catalog.On the Categories tab, click Create Category.Enter a name for the category, and optionally enter a description.If you're adding a subcategory, search for and select its parent category.More items...

What is a category structure?

In general terms, a category is a unit of knowledge. Categories are organized in a tree structure; "Example Category Tree" shows an example.

How do I assign a product to a category in Magento 2?

Steps to add new category and product in Magento 2:Add New Magento 2 Category: Log in to Admin Panel. Go to Catalog > Categories. Click “Add Subcategories“ ... Add New Magento 2 Product: There are multiple product types and here I'm showing the example of a simple product type. Go to Catalog > Products. Click “Add Product”

How do I create categories in ecwid?

From your Ecwid admin, go to Catalog → Categories. Click Add Root Category. Enter the Name of your category....To do it, just change the text in the Name field and save the changes.Click Choose file to upload an image for your category. ... Enter the description. ... Click Save.

How do I hide categories in ecwid?

To create a hidden category:From your Ecwid admin, go to Catalog → Categories.Click + Add Root Category to create a new category (e.g., “Special products”).Disable this category:◄ Click +Add Subcategory to create a new hidden category. or. ... Make sure the subcategory is enabled.

How do I categorize a case in Salesforce?

To modify a translated solution's categories, you have to modify the categories of its master solution.View the solution you want to categorize.Click Select Categories in the Solution Categories related list. ... In the solution category hierarchy, click Select to add a category to the solution. ... Click Save.

How do you add data categories?

Assigning Data Categories Go to “Setup” and look for the “Quick Find” box. Search for “Data Category Assignments” under the Articles zone. Click “Edit” then choose the categories you want to assign. Click “Save.”

How do I create categories and subcategories in Shopify?

Create sub-collections via the navigation menuStep 1: Log in to your Shopify store. First, log into the Shopify store with your credentials.Step 2: Click on the “Navigation” ... Step 3: Click on “Add menu” ... Step 4: Add menu items. ... Step 5: Add collections. ... Step 6: Drag the sub-collections. ... Step 7: Save menu.

What is catalog in business?

Your product data is stored in a catalog. A catalog is a collection of the products that you sell, organized into different categories. You create and organize categories and subcategories to organize and group products in your catalog and on your storefront. For example, an outdoors outfitter site uses Boots, ...

Where are products stored?

Products. Products are the items and services you sell. All of your product data is stored in your master product catalog. Your master product catalog can also be your storefront catalog or you can create a separate storefront catalog. You organize a catalog by categories.

Create Data Category Groups

First, create a Solar Installation & Maintenance data category for articles related to installation and maintenance.

Customize Data Category Visibility

Ada needs to have access to all of the data category groups at Ursa Major Solar. Ensure she’s able to see all data categories by adjusting her Knowledge Manager permission set.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9