Create a hierarchy (parent/child relationship) within the same object.
- Data Type = Lookup Relationship.
- Related to = select the Object you want to create the hierarchy in.
- Field Label = Parent, i.e. ParentOpportunity.
- Related List Label = Sub.
- Save.
- From 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.
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 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.
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.
Is it possible to create a hierarchy in Salesforce CRM?
My Cases Create a hierarchy (parent/child relationship) within the same object Publish Date: May 6, 2021 Description Create a hierarchy (parent/child relationship) within the same object Resolution Aside from Account Hierarchy, this is currently not a functionality provided by Salesforce CRM.
How do I add a category in Salesforce?
From Setup, enter Data Category in the Quick Find box, then select Data Category Setup. Click the category group name. Click a category that is directly above where you want to add a category (a parent), or at the same level (a sibling). Click Actions, then select an action: Add Child Category or Add Sibling Category.
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.
How do I create a product group in Salesforce?
Create New Product FamiliesFrom Setup, click Object Manager .Select Product, then click Fields & Relationships .Select Product Family .Under Product Family Picklist Values, click New .In the Product Family field, enter Service Packages and on the next line, enter Panels .Click Save .
What does parent category mean?
Definitions. An entity used in catalogs to group a set of products in a hierarchy. For example Music is a parent category and Rock Jazz and Classical are child categories.
What is category and sub category?
: a category that is a subdivision of a larger category : a secondary category grouping the books into the appropriate categories and subcategories A new subcategory of vodkas, which provide a contrast to the "tasteless" aspect of this spirit, are the flavored vodkas …—
What is the hierarchical system of classification?
Hierarchical classification is a system of classifying organisms in different hierarchical levels. It includes the sequence of categories in a decreasing or increasing order from kingdom to species and vice versa.
What is d365 category hierarchy?
Category hierarchies are used to classify products or transactions for reporting and analysis.
How do you teach categories in speech therapy?
0:004:42Learning About Categories by Peachie Speechie - YouTubeYouTubeStart of suggested clipEnd of suggested clipNow we have two categories food and toys let's see if we can add more things to our categories. HereMoreNow we have two categories food and toys let's see if we can add more things to our categories. Here we have an apple where should we put this apple should it go in the food category or the toys.
What is a product family in Salesforce?
Product Family is a standard Salesforce.com feature. You can use the Product Family picklist to categorize your products. For example, if your company sells both hardware and software, you can create two Product Families: Hardware and Software.
How do I create a product family in CPQ?
0:512:221 Create Product Families - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis takes us to the product fields page once here we'll want to click on the product family fieldMoreThis takes us to the product fields page once here we'll want to click on the product family field label. Within the product standard fields. Section. Let's go ahead and create new product family
What are product families?
A product family is a group of related goods produced by the same company under the same brand. A company may create a product family to leverage the loyalty of existing customers toward its original brand.
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.
