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Modify Default Category Group Assignments for Articles

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Modify Default Category Group Assignments for Articles

Salesforce Knowledge uses data categories to classify articles. Data categories are organized in category group. After creating category groups, admins decide which groups to use for Salesforce Knowledge articles. For example, if your org uses both the Answers and Salesforce Knowledge, you might want one category group to be used by the answers site and two other category groups for articles. Answers and articles can use the same category group. Authors can assign up to eight data categories from one category group to an article so that users searching for articles can find and filter by category. By default, all the category groups you create are assigned to Salesforce Knowledge

Required Editions

Available in Salesforce Classic and Lightning Experience. View supported editions.
User Permissions Needed
To modify category groups assignments in Salesforce Knowledge:

Customize Application

AND

Manage Salesforce Knowledge
  1. From Setup, enter Data Category Assignments in the Quick Find box, then select Data Category Assignments under Knowledge.
    A list of all category groups appears.
  2. Click Edit and move any category groups that you don't want available for articles from the Selected Category Groups list to the Available Category Groups list.
    Later, you can choose to make a hidden category group visible.
    Note
    Note The order of category groups is not preserved from the edit page to the data category assignment page.
  3. Click Save.
    You receive an email after the save process completes. Authors can now assign categories in the selected groups to articles on the Article Management tab. Authors can only access categories if the category group is active and the author's data category visibility settings provide access to the category.

See Also

 
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