How do I use data categories in Salesforce?
Data categories are used in Salesforce Knowledge (articles and article translations), Ideas, Answers, and Chatter Answers to help classify and find articles, questions, or ideas. You can use data categories to control access to a particular set of articles, questions or ideas.
How do I enable data categories in Salesforce?
Create Data Category Groups
- Click 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.
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.
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 set up 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 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 data categories?
Data Categories are hierarchical classification of articles that are controlled by the system administrator. Articles are tagged to Data Categories in a way that is similar to tagging a blog post with keywords.
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 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.
How do you create a data category?
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.
How do I add a data category in Salesforce Knowledge?
What are the 5 different categorization of data types?
5 data classification types
- Public data. Public data is important information, though often available material that’s freely accessible for people to read, research, review and store.
- Private data.
- Internal data.
- Confidential data.
- Restricted data.
What are 3 main types of data classifications?
Organizations typically design their own data classification models and categories. For example, U.S. government agencies often define three data types — public, secret, and top secret. Organizations in the private sector usually start by classifying data in these three categories — restricted, private, or public.