On the top of the record detail page under the record name, click Click to add topics. If the record already has topics, click Topics. If your administrator enabled feed-based layouts, click Add Topics in the sidebar of the feed view. In the topic editor, start typing your text.
- Open Experience Workspaces. ...
- Access topics by clicking Content Management | Topics.
- Select All Topics | All Content Topics.
- To create a content topic, click New.
- Enter a name and description. ...
- Repeat steps 4 and 5 to create several content topics for your Experience Cloud site, up to a maximum of 5,000.
Does Salesforce create any push topics by default?
No, Salesforce does not create any PushTopics by default. There must be some process that is creating such topics. Check if there is any managed package installed in your org and is creating the push topics. Check if there is any integration happening with any system which requires the push topics creation.
How do I set up navigational topics in Salesforce?
Click Topics. Select Navigational Topics. In Enter a navigational topic, enter Customer Support and click + Add. In Enter a navigational topic, enter Social Groups and click + Add. In Enter a navigational topic, enter New Products and click + Add. Click Save. Now set these topics as featured on your site.
How do I assign content topics to Salesforce CMS?
Assign content topics to CMS Content when reviewing it in the Content Management workspace of your site. Review and manage your topics from the Topics page. Note For a topic to be available for use in Salesforce CMS, it must be Enabled for Content.
How do I add a topic to a record?
Note All topic names are public and appear in search results, but this doesn’t affect the visibility of records that have topics. On the top of the record detail page under the record name, click Click to add topics. If the record already has topics, click Topics.
How do I create a new topic in Salesforce?
Add Topics to Records in Salesforce ClassicOn the top of the record detail page under the record name, click Click to add topics. If the record already has topics, click Topics. ... In the topic editor, start typing your text. ... When you're done adding topics, click Done or press Enter.
How do I create a topic in Salesforce lightning?
In the topic editor, start typing your text. As you type, you can pick a topic from the list of suggestions or keep typing to create your own unique topic. Press Enter to add the topic to the record.
How do I assign a topic in Salesforce?
Required Editions and User Permissions Click an article, and then type to assign topics. Choose a suggested topic or type a new one. Type a comma (,) after your new topic to add it to the article. You can click existing topics to remove them.
What is a topic in Salesforce?
Topics are words or phrases that you can associate with Salesforce records to organize them around common themes. Tags are words or short phrases that you can associate with most Salesforce records to describe and organize their data in a personalized way.
How do I add a topic to an article in Salesforce?
Topics for articles are enabled for each article type.From Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.Click the article type name where you want to enable topics.Check Enable topics.Select which fields you want to use for suggestions.Click Save.More items...
Where can I find topics in Salesforce?
On the topic detail page, users can see all the records with a topic and filter their record list views by topic. Enable topics for objects so that users can add topics to records and organize them by common themes.
How many topics are there in Salesforce?
To enable up to 10 topics for content at the same time, select the topics and click Enable for Content. After enabling topics for content, you can associate the topics with your native content. and select Edit.
How do I add a community topic in Salesforce?
Now set these topics as featured on your site.Select Featured Topics.Click in the Select a topic box and select Customer Support.Click + Add.Click in the Select a topic box and select Social Groups.Click + Add.Click in the Select a topic box and select New Products.Click + Add.Click Save.
How do I view all topics in Salesforce?
In the topics list, you can:To see a topic's detail page, click the topic name.To see updates in your Chatter feed, click. Follow.To narrow what you're looking for, filter the list of topics.Search for topics by name. ... Only users with the View All Data permission can filter by record name.
What are the main topics in Salesforce?
Salesforce Admin Basic Skills you will learnConfigure Sales and Service.Manage Sales and Service.Implement automation.Debugging.Data validation.Configure user interface.
What are the topics in Salesforce developer?
To become a Salesforce Developer, you may need to specialize in the following areas:Data modeling, management, and security.Platform development.Salesforce app customization.Visualforce basics.Search solutions basics.Developer console.Salesforce object query language.Apex object-oriented programming.More items...•
What are the topics in admin of Salesforce?
Examples of the concepts you'll learn during study for the certification exam include: Managing users, data, and security. Maintaining and customizing Sales Cloud and Service Cloud apps. Building reports, dashboards, and workflows.
Set Navigational Topics
You enabled topics earlier in this project. Now set up three topics that Category 1 Biking has chosen as top topics for their site: Social Groups, New Products, and Customer Support. You update those from Experience Workspaces.
Add Images to Topics
Next, add some images for each topic. Download this zip file to access images you can use for this project. Be sure to unzip the file.
Add Topics to Articles
Finally, associate these topics with the articles you created previously in the project.
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.
Enable Validation Status for Articles
Before you can do anything with validation statuses, the validation status field must be activated. Make sure this is ready to go!
Create a Validation Status
Notice there are two different validation statuses already in the system—Validated and Not Validated. Add a Work in Progress status for articles that are in the works, but not ready for validation.
Create and Publish an Article
So far, you’ve set up record types, page layouts, data categories, access and visibility settings, and validation statuses for Knowledge. Now that the foundation is in place, create and publish an article to test the process. Once you create your article, assign it to Ada for validation, and finally, publish it.
Validate and Publish the Article
To fully test the process, sign in as Ada, and validate and publish the article you just created.
Update the Article
Once an article is published, you can always improve or update the information as needed. To test this process, add a note to your recently published Knowledge article. This is accomplished by creating a new version of the article and adding the new text. Once it’s updated, re-publish the article.
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.
Set Navigational Topics
Set Featured Topics
- Now set these topics as featured on your site. 1. Select Featured Topics. 2. Click in the Select a topic box and select Customer Support. 3. Click + Add. 4. Click in the Select a topic box and select Social Groups. 5. Click + Add. 6. Click in the Select a topic box and select New Products. 7. Click + Add. 8. Click Save.
Add Images to Topics
- Next, add some images for each topic. Download this zip fileto access images you can use for this project. Be sure to unzip the file. 1. Click the pencil icon next to Customer Support. 2. Click Upload thumbnail image. 3. Select support.pngfrom the downloaded folder. Wait for the image to display. 4. Click Close. 5. Click the pencil icon next to Social Groups. 6. Click Upload thumbnail i…
Add Topics to Articles
- Finally, associate these topics with the articles you created previously in the project. 1. Select Article Management. 2. Click the pencil icon next to When will my bike arrive? 3. In Add Topic, begin typing Customer and then select Customer Support. 4. Click Save. 5. Click the pencil icon next to How can I find local bike groups? 6. In Add Topic, begin typing Social and then select So…