how to create parent category in salesforce cc

Create a root category for your storefront. On the CC Categories tab in your org, click New. For Category Name, enter a name that identifies the record as the root category for your storefront, such as CoffeeRoot.

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.

What is the “parent account” field in Salesforce?

By using the out-of-box “Parent Account” field on the Account page in Salesforce, you’re able to quickly and conveniently link Accounts and display this hierarchy information in a visual format to see how records relate to each other. This works well on the Account object; however, the hierarchy functionality does have some limitations.

Can a Salesforce account have multiple parent and Child Records?

This picture shows a multi-level hierarchy with multiple parent and child records in the chain. A Salesforce user could access Accounts with multiple parent-child Account combinations in the list.

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.

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.