...
For permission sets and profiles:
- Click a permission set or profile name.
- Click Data Category Visibility.
- Click Edit next to the data category group you want to assign.
Can a contact be part of multiple categories in Salesforce?
Of course a contact can be part of multiple categories at once. Contacts can be both a donor and volunteer for instance. Or a client and a volunteer. Here are 5 ways of categorizing or grouping contacts in Salesforce: 1. Custom Fields Custom fields allow you to tailor your database to your unique business needs.
How to group contacts in Salesforce?
There are many ways to group Contacts in Salesforce. The key is to determine the best methods for your organization and then ensure consistent use of those strategies by all your users. And don’t be afraid to apply these principles outside of the Contact object.
Why do I have to set up Salesforce to see contacts?
If you want to quickly and easily be able to see which people in your database are volunteers, clients, or major donors, for instance, you have to set up Salesforce to make it easy to group those Contacts for viewing, segmenting lists for campaigns, and reporting.
What can I do with the categories in the contact list?
You can use those fields to create custom list views, filter reports, and do everything else you might need. Your most important categories should be front and center on your Contact record.
How do I change categories in Salesforce?
From Setup, enter Data Category in the Quick Find box, then select Data Category Setup. Click a category group name. Optionally, click Expand All to display the full category hierarchy, or Collapse All to display only the top-level categories. To edit a category's name or its unique API name, double-click it.
How do I create a category in Salesforce?
Create Data Category GroupsClick the Setup gear. ... Enter Data Category Setup in the Quick Find box and select Data Category Setup.Fill in the information. ... Click Save.In the Categories in Solar Installation & Maintenance textbox, enter Solar Panels and click Add.Enter Inverters and click Add.More items...
What is category group in Salesforce?
Category groups are used by Salesforce Knowledge (articles), answers (questions), or ideas. In all cases, category groups are containers for individual data categories. For example, a Contracts category group sometimes contains Fixed Price, Cost Reimbursement, and Indefinite Delivery categories.
What is category group visibility settings?
The Category Group Visibility Settings related list summarizes which categories users in the role can see, according to category group.
How do I assign a data category in Salesforce?
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 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...
How many data categories can you have in Salesforce?
100 categoriesYou can create up to three category groups with a maximum of five hierarchy levels in each group. Each category group can contain a total of 100 categories.
What is category group visibility settings in Salesforce?
Users can see all categories in the category group. This option is only available for the topmost role in the role hierarchy. When you create a category group, its visibility is defaulted to All Categories . Users cannot see any categories in the category group.
What is data category?
Data Categories define, at a high level, the types of data that your organization uses. Having this higher-level definition of data makes it easier to understand which of your Policies pertain to which types of data. Examples of data categories: sensitive personal data, health data, basic personal data.
What are the three types of visibility with data categories?
There are three types of visibility:All Categories: All categories are visible.None: No categories are visible.Custom: Selected categories are visible.
How do I add a category to an article in Salesforce?
For more information, contact your Salesforce representative. From Setup, enter Data Category in the Quick Find box, then select Data Category Setup. To create a category group, click New in the Category Groups section. Specify the Group Name up to a maximum of 80 characters.
What is data category mapping in Salesforce?
Make suggested articles more relevant when solving cases. Map case fields to data categories to filter for articles assigned to those data categories. For example, cases with a field for which product they are about can be mapped to the data category of that product.
Who are Designated Contacts?
Designated Contacts (DCs) are users in your organization who have unique permissions to access Support and other Premier features. Primary Designated Contacts (Primary DCs) can create, view, deactivate, and edit the permissions of other DCs in their organization. Salesforce assigns your first Primary Designated Contact.
Who should be a Designated Contact for my organization?
Designated Contacts should have sufficient knowledge of Salesforce and your organization's environment to work with Salesforce Support and Premier Services. DCs are typically business stakeholders such as Salesforce Administrators, IT contacts and Subject Matter Experts.
View your Designated Contact Permissions
Any DC can view their own permissions. However, only Primary DCs can view and edit permissions for other DCs:
Create and Maintain DCs (For Primary DCs only)
The first Primary DC is set up by Salesforce. If no Primary DC has been set up, or you need to update your Primary DC, please reach out to your Account Executive. Alternatively, you can submit a Case to Salesforce Support (users with the System Administrator profile can make this request).
Need help?
If you're having issues, Submit, update or clone a Case with Salesforce Support. Resources for contacting Salesforce Support:
How to add custom fields to Salesforce?
Go to Setup (at the top of the page). On the left hand tool menu, under App Setup, click Customize, then Contacts, then Fields. Then you will see a list of the standard fields and below it a list of custom fields. The drop down menus in Salesforce are called "picklists".
What is the drop down menu in Salesforce?
The drop down menus in Salesforce are called "picklists". So find the one you need to edit and rather than click edit, you will click the name of the picklist field. At the bottom you will see a list of picklist values, which you can add to, delete from, reorder, etc. Perfect - thanks so much.
Data Category visibility for users may be configured via the following key areas
The data category security model differs from most standard Salesforce security models. Normally you would begin with the most restrictive level of access at the base and then open up or grant access from there.
Knowledge and data category considerations
The user must be granted visibility in each category that classifies the article, or each category that classifies the article must be visible by default.
