Customize Data Category Visibility.
- Enter Default Data Category in the Quick Find box and select Default Data Category Visibility.
- Next to Solar Installation & Maintenance, click Edit.
- Under Category Group Visibility select All Categories.
- Click Save.
- Repeat steps 2–4 for Support Options.
- Enter Permission Sets in the Quick Find box and select Permission Sets.
- 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 data categories work in Salesforce knowledge?
Salesforce Knowledge uses data categories to classify articles and make them easier to find. For example, to classify articles by sales regions and products, create two category groups: Sales Regions, Products.
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 does it mean to classify data in Salesforce?
However, please do note that classifying data in Salesforce is just specifying who is the data owner, what is the sensitivity level and compliance categorization. Classifying data does not impact or drive any functionality in Salesforce. It just provides you specific fields to record the information.
How to record data sensitivity and compliance categorization in Salesforce?
In Salesforce, you can record data sensitivity and compliance categorization at the field level. Salesforce provides the ability to enable default data sensitivity level for fields. Once enabled it is updated on most of the fields on standard and custom objects. You can then create a report on data classification and analyze the data.
How do I use data categories in Salesforce?
If you want to use data categories with Answers, after creating your category group you must assign it from Setup by entering Data Category Assignments in the Quick Find box, then selecting Data Category Assignments under Answers. You can only assign one category group to an answers community.
How do I find data categories visibility in Salesforce?
On the Article Management tab, when creating or editing articles. On the Article Management tab and the Articles tab, the category drop-down menu for finding articles. On the Answers tab, the categories listed below the zone name.
What is category 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.
Can we deploy data categories in Salesforce?
Yes, it does not appear to be supported in change sets.
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.
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.
How do you activate a data category?
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.
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.
How do I create a report type category in Salesforce?
Steps to Create a Custom ReportFrom Setup, enter Report Types in the Quick Find box, then select Report Types.Click New Custom Report Type.Select the Contacts for your custom report type afterward, we will be selecting opportunities and then further child objects like order and then products.
How do I assign an article to a data category in Salesforce?
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 you deploy knowledge in Salesforce?
In salesforce setup, Search and open Import article wizard....Choose Production and provide salesforce login credentials.Export articles based on the filter provided by the app.Export in Salesforce Article importer format.Once done, mail will be sent to the exported user. Download from the mail.
Can Salesforce record data sensitivity?
In Salesforce, you can record data sensitivity and compliance categorization at the field level. Salesforce provides the ability to enable default data sensitivity level for fields. Once enabled it is updated on most of the fields on standard and custom objects. You can then create a report on data classification and analyze the data.
Does Salesforce classify data?
However, please do note that classifying data in Salesforce is just specifying who is the data owner, what is the sensitivity level and compliance categorization. Classifying data does not impact or drive any functionality in Salesforce. It just provides you specific fields to record the information.
How do Salesforce articles move?
Salesforce Knowledge Articles move through a publishing cycle from their creation to their deletion. The publishing cycle includes three different statuses: Draft is the stage when a new article is being created or an existing one is being updated. Articles with the Online status are draft articles that have been published and are now available to their different channels. Eventually, when a published article is at the end of its life, it can be moved to the Archived status or sent back to Draft to be updated in a subsequent version.
What is an audience channel in Salesforce?
Audience Channel. An audience, sometimes called a channel, refers to the types of users who can access an article. Salesforce Knowledge offers four channels where you can make articles available. Internal App: Salesforce users can access articles depending on their role visibility.
How does Salesforce Knowledge work?
Salesforce Knowledge uses data categories to classify articles and make them easier to find. For example, to classify articles by sales regions and products, create two category groups: Sales Regions, Products.