Solution Categories in Salesforce
- Go to Setup --> Build --> Customize --> Solutions --> Solution Categories.
- Add a Solution Category by clicking "Add Solution Category".
- Save the Solution Category.
- Go to Setup --> Build --> Customize --> Solutions --> Solution Settings.
- Make sure "Enable Solution Browsing" check box is enabled.
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.
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 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 change the default 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.
How to connect Salesforce to Salesforce?
To activate the Salesforce to Salesforce feature, navigate to Setup -> App setup -> Customize -> Salesforce to Salesforce -> Settings. Click on the Edit button and select Enable option, you will be able to view the Connection Tab and External Sharing Related List option (Add this option to the page layout screen).
What is the best scenario for Salesforce?
An ideal scenario is when your primary organization’s Salesforce is experiencing a downtime or going through a scheduled maintenance, Salesforce to Salesforce feature minimizes the impact by providing users the access to a secondary organization’s data.
Why is Salesforce so useful?
The Salesforce to Salesforce feature is quite useful for organizations, where users work on business-critical processes and any downtime can impact an organization’s ability to serve their customers. This extremely useful feature allows Salesforce users to connect and share data with other organizations seamlessly.
Can Salesforce share data?
All custom objects and standard objects such as accounts, contacts etc., can share data using the Salesforce to Salesforce feature. Additionally, single record or multiple records can be forwarded to either a single connection or multiple connections. The status of the forwarded record will be shown in the ‘External Sharing’ related list.
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.
