Select a permission set, or create one. On the permission set overview page, click Assigned Apps. Click Edit.
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 list my offering on Salesforce AppExchange?
Add a business plan for your offering. If you're a standard AppExchange partner, sign your Salesforce partnership agreement. Choose listing categories, such as services offered and industry focus.
How do I set up support categories?
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 create a listing in the Salesforce partner community?
Open the Publishing Console in the Salesforce Partner Community, and click the Listings tab. To create your listing, click New Listing. To edit your listing, find and open the listing. Here are the tabs you navigate when creating or editing your listing. Add a business plan for your offering.
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 customize apps in Salesforce?
From Setup, enter Apps in the Quick Find box, then select Apps. Click New. If the Salesforce console is available, select whether you want to define a custom app or a Salesforce console. Give the app a name and description.
What are Salesforce categories?
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.
How do I use data categories in Salesforce?
As an end user, you can navigate the categories on the Articles tab or Answers tab to find the information you need to solve your problem. If your organization has Salesforce Knowledge and an answers community, you can create separate category groups or use the same category group for articles and questions.
What are the two types of apps in Salesforce?
Salesforce apps come in two flavors: Classic and Lightning. Classic apps are created and managed in Salesforce Classic. Lightning apps are created and managed in Lightning Experience. You can customize both types of app to match the way your users work.
Which two functions can be customized for the Salesforce Mobile App?
The Salesforce mobile app is fully customizable to the needs of your users. Customize branding, navigation, and more to get the most of out of running Salesforce on mobile devices.
How do I create categories 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 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 add a data category to knowledge?
Click the Knowledge Manager Permission Set link. Click Data Category Visibility. Next to the Solar Installation & Maintenance Data Category, click Edit. Under Category Group Visibility choose All Categories.
How do I find categories in Salesforce?
As an end user, you can navigate the categories on the Articles tab or Answers tab to find the information you need to solve your problem. If your organization has Salesforce Knowledge and an answers community, you can create separate category groups or use the same category group for articles and questions.
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.
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.
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.
Keep Track of Updates
Users can keep track of all changes made while online or offline from the Pending Changes page. This page is available from the profile menu.
Understanding the Status of Updates
To help users monitor the status of changes made while online or offline, visual indicators display in several places in the Salesforce mobile app, including the Pending Changes page, object home pages, and in the highlights area on updated records.
