Create Categories and Terms

Categories let you create groups of terms that you can use to classify the items in your site's content lists.

Required Editions

Available in: Salesforce Classic

Available for purchase in: Enterprise, Performance, and Unlimited Editions

Available (with limitations) in: Developer Edition

User Permissions Needed
To build, edit, and manage Site.com sites:

Site.com Publisher User field enabled on the user detail page

AND

Site administrator or designer role assigned at the site level

Note
Note Content lists and categories are currently available through a pilot program. For information on enabling content lists and categories for your organization, contact Salesforce.

You can also use terms to filter the content you display on the page. Let's say you create a category called “Cuisine” that contains the terms “Italian,” Mexican,” and “Japanese.” Using a data-bound page element, such as a repeater or data table, you can filter the results by term to display only content classified as “Italian,” for example.

To create a category and add terms to it:

  1. On the Overview tab, open the Categories view and click New Category.
  2. Enter a name and description, and click Save.
  3. In the Terms section, enter a name for the term and click Save or press Enter. If you can't see the Name field, click New Term.
  4. Repeat for each required term.

To use the category to classify items in a content list, add a category field to the content list and select the new category. Then, when editing or creating a content list record, select the appropriate terms.