Loading
Service
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create and Modify Category Groups

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Service

            Create and Modify Category Groups

            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.

            Required Editions

            Available in Salesforce Classic and Lightning Experience. View supported editions.
            User Permissions Needed
            To view the Data Categories page: View Data Categories in Setup
            To create, edit, or delete data categories: Manage Data Categories
            1. From Setup, enter Data Category in the Quick Find box, then select Data Category Setup.
            2. To create a category group, click New in the Category Groups section.
              By default, you can create a maximum of five category groups and three active category groups. To edit an existing category group, hover your cursor over the category group name and then click the Edit Category Group icon (Edit Category Group).
            3. 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. The Group Name does not appear on the Answers tab.
            4. Optionally, modify the Group Unique Name (the unique name used to identify the category group in SOAP API).
            5. Optionally, enter a description of the category group.
            6. Click Save.
              You receive an email after the save process completes.
            Activating Category Groups

            When you add a category group, it's deactivated by default and only displays on the administrative setup pages for Data Categories, Roles, Permission Sets, and Profiles. Keep your category groups deactivated to set up your category hierarchy and assign visibility. Until you manually activate a category group, it does not display in Salesforce Knowledge or your answers community. In addition to activating the category group, for answers communities you must assign the category group to a zone before the categories are visible on the Answers tab.

            To activate a category group so it is available to users, move the mouse pointer over the name of the category group and click the Activate Category Group icon (Edit Category Group).

            You can now add categories to your category group. When you create a category group, Salesforce automatically creates a top-level category in the group named All. Optionally, double-click All to rename it.

             
            Loading
            Salesforce Help | Article