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.
Table of Contents
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 do you get with Salesforce essentials?
With Salesforce Essentials, you get: Always on Support: In times like these, nobody is on a normal schedule, including your customers. You can create a 24/7 help center — so your customers are never in the dark. We’re here to help you help every customer, no matter what.
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 create a category in Salesforce?
Create Data Category GroupsClick the Setup gear. … Enter Data Category Setup in the Quick Find box and select Data Category Setup.Fill in the information. … Click Save.In the Categories in Solar Installation & Maintenance textbox, enter Solar Panels and click Add.Enter Inverters and click Add.More items…
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 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 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 is a 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.
What is data category mapping in Salesforce?
Make suggested articles more relevant when solving cases. Map case fields to data categories to filter for articles assigned to those data categories. For example, cases with a field for which product they are about can be mapped to the data category of that product.
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 add a category to a knowledge article in Salesforce?
To create a category group, click New in the Category Groups section. Specify the Group Name up to a maximum of 80 characters. This name appears as the title of the category dropdown menu on the Article Management and Articles tabs, and, if applicable, in the public knowledge base.
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.
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.
How do I find data categories visibility in Salesforce?
For more information, contact your Salesforce representative. Go to the data category visibility settings page in Setup. For roles: enter Roles in the Quick Find box, then select Roles. For a role on the Customer Portal or partner portal: enter Users in the Quick Find box, then select Users.
What is topics in Salesforce?
Topics are words or phrases that you can associate with Salesforce records to organize them around common themes. Tags are words or short phrases that you can associate with most Salesforce records to describe and organize their data in a personalized way.
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.
What is a Forecast Category in Salesforce?
Let’s simplify Salesforce Forecast Categories some more. You have a new sales opportunity in the very first stage, Prospecting. That’s great! However, at this early stage of the sales cycle, it’s hard to accurately predict if the Opportunity will be won.
How to Adjust Forecast Categories
You can change the forecast category of an Opportunity stage by editing the Opportunity stage picklist value.
Viewing Forecast Categories
In addition to viewing the forecast category on the Opportunity page layout, you’ll also see your forecast categories when viewing the Forecast tab. When you view the forecast, you will not see anything that has been omitted.
Forecast Category Rollups
Forecasts can be either single or cumulative. Single forecasts will display the value from a single forecast category. Cumulative forecasts can be enabled and will display the value from multiple categories:
Summary
So, that was Salesforce forecast categories in a nutshell. A great feature to categorize Opportunities and predict the likelihood of winning!
How can Salesforce Essentials help me in the current situation?
More than ever, small businesses need the tools to connect with their customers. With Salesforce Essentials, you get:
How do I use leads, opportunities, accounts, and contacts?
That’s why we put this video together to help you understand what they are and why they’re important for your business.
How do I successfully import my leads?
Use the Import Wizard (step #4 on the Setup Assistant on the home screen) in Essentials to import leads.
Are there any additional resources for me, as a small business owner?
We have additional content and workshop resources to help you through this difficult time.
What is Salesforce Essentials?
Salesforce Essentials is an out-of-the-box CRM designed for small businesses.
What is Salesforce Lightning?
Salesforce Lightning supercharges productivity—giving every employee a modern, intuitive interface that can be easily customized to any business.
What is Essentials app?
Easy to grow. Essentials is designed to scale for growth. And small businesses can add the apps they need through AppExchange and quickly integrate them with Essentials.
How much does CRM cost?
Get started on CRM for just $25/user/month.
How to start a free trial of Essentials?
Easy to try. All it takes to start a free trial is an email address. And Essentials includes walkthroughs and setup assistants to help every user get the most from the world’s #1 CRM.
Can you purchase Essentials with a credit card?
Essentials can be purchased with a credit card and renewed in-app. Easy to use. Automated sales and service setup makes it easy to personalize Essentials to specific business needs. Now you can pull all your data together for a complete view that helps you anticipate customer needs. Easy to grow.
Do small businesses need CRM?
Small businesses need a CRM solution that’s the same as what big businesses use.