Saturday, 11 January 2025

Data Categories in Salesforce Knowledge

 Data Categories primary purposes


1.Organization

so we're going to use data categories to tag and organize our knowledge articles in a very logical manner.

2.Secure access to articles

so when we're tagging these articles, we can use those same tags to secure them to the right audiences.


Data Categories structure :


-> upto 3 category Groups

-> Max of 5 Hierarchy levels in each group

-> Each group can contain up to 100 categories


Data Category visibility:

Visibility can be controlled by role,profile or permission set.


There are three types of visibility


Custom: Selected Categories are visible

None: No categories are visible

All Categories: All categories are visible