To create a Contact click inside the “Search Contacts…” box and select “+ New Contact” Here you can enter basic Claimant information, remember this is for your use only, you do not need to be detailed, simply enter the Claimants first and last name. When you have finished, click inside the box with the red asterisk that says “Account Name”.
Full Answer
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...
How do I create a contact group in Salesforce?
To create or edit a group:Click the control that matches the type of group: For personal groups, go to your personal settings in Salesforce Classic and click My Personal Information or Personal—whichever one appears. ... Click New, or click Edit next to the group you want to edit.Enter this information: ... Save your changes.
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 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 categorize contacts in Salesforce?
Here are 5 ways of categorizing or grouping contacts in Salesforce:Custom Fields. Custom fields allow you to tailor your database to your unique business needs. ... Contact Record Types. ... Salesforce Campaigns. ... Topics. ... Salesforce Report Bucket Fields. ... Tags.
How do I create an email group in Salesforce?
0:192:05Add, Edit, or Delete a Mail Group in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipOnce you're logged into Salesforce. You can then create a new male group. By going to your maleMoreOnce you're logged into Salesforce. You can then create a new male group. By going to your male group list.
How do you create categories and subcategories?
0:173:19TOPdesk Tutorials | How to create categories and subcategoriesYouTubeStart of suggested clipEnd of suggested clipFirst click on the navigation. Button then go to settings. Open the functional settings and click onMoreFirst click on the navigation. Button then go to settings. Open the functional settings and click on categories and subcategories the main categories are shown in bold.
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.
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 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 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.
What are two benefits of using data categories with Salesforce knowledge?
Correct: Data Categories with Salesforce Knowledge allows articles to be classified into groups, which makes the articles easier to find. C. ARTICLE ACCESS CAN BE CONTROLLED. Correct: Data Categories with Salesforce Knowledge allows controlled article access.