Salesforce category group visibility settings
WebSetting Up Data Category Visibility Editing Data Category Visibility Settings. Category group visibility settings are enforced on the Answers tab, the Article Management tab, the Articles tab in all channels (internal app, partner portal, Salesforce.com Community, and Customer Portal), and the public knowledge base. WebOct 13, 2024 · Knowledge and data category considerations: The user must be granted visibility in each category that classifies the article, or each category that classifies the …
Salesforce category group visibility settings
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WebApr 10, 2024 · 1. Increased Efficiency . One of the biggest benefits of integrated CRM and accounting software is the ability to streamline your business processes. For example, when a customer places an order in your CRM system, the integration can automatically create an invoice in your accounting software. WebLoading. ×Sorry to interrupt. CSS Error
WebApr 11, 2024 · ClearCompany Sets the Standard for Talent Management Software with 6 New Product Lines and 11 Major Features. April 11, 2024. . 5 min read. We’re at a pivotal point for the HR industry — post-pandemic, companies are adjusting to new ways of working while dealing with a possible recession and facing skills shortages, leading to layoffs in ... WebJun 29, 2024 · How to create a Data Categories in Salesforce. Setup -> Data Category Setup -> New -> enter the name of the group -> description is optional -> click Save. Once you …
WebClick Save. Next, create a Support Options data category group for customer support options when contacting the customer service team. Under Category Groups click New. … WebSpecifies a category group and an object to query. Visible data categories are retrieved for that object. topCategoriesOnly: boolean: Indicates whether the call returns only the top …
WebWhen a category moves to a new parent category, users that have no visibility on the new parent category lose their visibility to the repositioned category. Note For more …
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