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Questions tagged [categories]

The tag has no usage guidance.

0
votes
0answers
10 views

Unable to find records (account, contact & case) with assigned topics

My client is looking for a way to easily categorize accounts, contacts & cases by providing tags for them. I was hoping topics would be a good solution for this. There is however limited ...
0
votes
1answer
56 views

Data Category mapping to an Account field?

I inherited this Service Cloud setup where accounts all have a picklist field called Level with options 1, 2, 3, and then there is a Data Category called Level with options Level 1, Level 2, Level 3. ...
6
votes
2answers
220 views

Search By Data Category

We have implemented the Napili template for our Customer Community. We have many articles with associated categories, and have added Category/Product Tiles to the main page. You can click a tile and ...
1
vote
1answer
49 views

Subscribe to Knowledge articles or categories

Is it possible to allow users to subscribe to new knowledge content based on data categories? I'd like users to be able to subscribe to their preferred data categories so that they can receive email ...
2
votes
1answer
484 views

Is it possible to hide/remove the Category field on the Idea standard object?

Case: our company wants to simplify the Idea object (in order to retrieve maximum input & participation from the user community) and therefore skip Zone, Theme, Category from the user interface. ...
3
votes
2answers
4k views

Mass update Knowledge Articles with Data Categories

Is there any possible way to update an existing set of knowledge articles to include specific data categories without manually going into each one? Can this be achieved with data Loader?
5
votes
1answer
321 views

Is possible to relate Data Categories to custom objects records?

I have some data in Knowledge and Answers that I'd love to relate to other data in custom objects? Is it possible to refer data categories from custom objects, besides sort of manually (and ...