Go to Setup and type Data Category in the Quick Find box. Select Data Category Setup. A list of existing category groups will appear. Point and hover your cursor over the desired category group, then click the icon signifying the Edit Category Group option.
- View the solution you want to categorize.
- Click Select Categories in the Solution Categories related list. ...
- In the solution category hierarchy, click Select to add a category to the solution. ...
- Click Save.
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 to edit all items in Salesforce with custom layout?
You can create a Visualforce Page (which Professional allows) to have a custom layout, for example: And then override the Edit All button with the page. Unfortunately, Salesforce won't save the changes because it will only save the changes to the top level Opportunity object, not the child OpportunityLineItems that are actually changing.
How do I create a support options data 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. Enter Billing Support and click Add. Enter Order Support and click Add. Click Save.
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.
What is a solution category?
Creating solution categories help users to group similar solutions together. The All Solutions category is automatically created for you and users can not add solutions to this category or translate them. 1. From Setup, click Customize -> Solutions -> Solution Categories.
What is solution management in Salesforce?
Solution Management in Salesforce Solution is a detailed description of a customer's issue and the resolution of that issue. Solutions can streamline the communication of common case resolutions, improving support agent productivity and response time to customers. Thus, Salesforce Solution Management is very important.
Can a solution be attached to a case in Salesforce?
To attach the solution to your case, click Select from the solution detail page or the search results list. The solution is automatically added to the case. The Select option is available only if you searched for a solution from within a case, or you searched for solutions to add to your Self-Service portal Home page.
What is Salesforce solutions object?
About the Salesforce Solution Object Represents a detailed description of a customer issue and the resolution of that issue.
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.
