Custom taxonomies allow you to define your own categories and subcategories based on your
specific data, use cases, or business needs. You can create tags, group them into a
hierarchy, and align them with internal policies or specialized regulatory requirements.
Required Editions
Create a tag or classification taxonomy from scratch or copy an existing one.
When you clone a standard or custom taxonomy, all tags or classifications, along
with their hierarchy and associations, are duplicated.
| User permission needed |
|
| To create a custom taxonomy: |
Data Cloud architect permission set |
-
In Data Cloud, go to the Data Governance tab.
-
In the left pane, click Taxonomies.
-
Click New and select the taxonomy type. Or, to clone
an existing taxonomy, click the taxonomy dropdown and select
Clone.
-
Enter a unique name for your taxonomy and an optional description.
The taxonomy API name is auto-filled based on your taxonomy name, but you
can change it.
-
Click Save.
