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Automatically Assign Topics to Articles

Udgivelsesdato: May 30, 2025
Beskrivelse

Transport all your hard work of organizing Salesforce Knowledge in your Experience Cloud site, and boost SEO for your Knowledge articles, by mapping topics to data categories. All articles published with a specific data category are tagged with the topics you specify. Articles added to the data category in the future are also tagged. All articles with assigned topics are included in search results.

Required Editions

 
Available in: Salesforce Classic and Lightning Experience
Available in: Essentials, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To access Experience Workspaces:

Manage Experiences

OR

Create and Set Up Experiences

AND

Is a member of the site

To set up automatic topic assignments:

Edit Topics

AND

View Data Categories

To use automatic topic assignments, enable Experience Workspaces in Digital Experience Settings.

  1. Open Experience Workspaces.
  2. Access automatic topic assignments by clicking Content Management | Topics | Automatic Topic Assignment.
  3. Enable Automate Topic Assignment.
    Enable automatic topic assignment
  4. Select a data category group and a data category.
    Select data category group and data category
  5. Add the topics that you want to assign to the articles under that data category.
    Add topics to articles
  6. Select the option to add the topics to existing articles in the data category. The topics are then assigned to all articles in all data categories under the data category group. If you don’t select this option, the topics are added only to new articles added to the data category, and the existing articles remain unchanged.
  7. Click Save.

Take these items into consideration as you set up your topic assignment rules.

  • Topic assignments are site-specific. If you use the same article in two different sites, set up automatic assignments in both sites.
  • If a translation of a topic is available in Salesforce, the translated article is tagged with the corresponding translated topic. If there’s no translated topic in the system, localized articles are tagged with the base language topic.
  • You can’t automatically remove topics from articles. Instead, you must manually remove topics.
  • If you merge two topics, you must set up new rules.
  • If you automatically add a topic to a data category, the topic is added to all articles in the data categories above it in the hierarchy. Topics aren't automatically added down a hierarchy to child data categories.
  • To automatically assign topics to a newly added data category, remove all existing data categories and then publish the article. Next, add all data categories at once and republish the article.
  •  For automatic topic assignment to work when you add a data category to an article which already has certain data categories, the topic rule needs to be edited. You need to remove existing topics after noting down on the selected data category, save the rule. Re-add them all back and check the box "Add above topic(s) to all existing articles in the data category" and click Save again.
Vidensartikelnummer

004867974

 
Indlæser
Salesforce Help | Article