---
schema_version: "1"
id: 511a7cbe15fdf3f0a9e46bcd41eca4366e61e1d742ae2c83abebe023dd6bcae1
title: Create and Modify Category Groups
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/categorygroup_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.categorygroup_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8d731f9c5cb13ab36f0e27556849d814dd7f9de1c26b70761fb67c8705354a80
description: Category groups are used by Salesforce Knowledge (articles), answers (questions), or ideas. In all cases, category groups are containers for individual data categories. For example, a Contracts category group sometimes contains Fixed Price, Cost Reimbursement, and Indefinite Delivery categories.
products:
  - Service Cloud
release: "264"
---
# Create and Modify Category Groups

Category groups are used by Salesforce Knowledge (articles), answers (questions), or ideas. In all cases, category groups are containers for individual data categories. For example, a Contracts category group sometimes contains Fixed Price, Cost Reimbursement, and Indefinite Delivery categories.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience. <a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d172081e59">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d172081e59 ">To view the Data Categories page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d172081e59 ">View Data Categories in Setup</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d172081e59 ">To create, edit, or delete data categories:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d172081e59 ">Manage Data Categories</td>

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1. From Setup, enter Data Category in the Quick Find box, then select **Data Category Setup**.
2. To create a category group, click **New** in the Category Groups section.
    
    By default, you can create a maximum of five category groups and three active category groups. To edit an existing category group, hover your cursor over the category group name and then click the **Edit Category Group** icon (![Edit Category Group](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/support/images/knowledge/knowledge_categorygroup_edit.png)).
3. Specify the Group Name up to a maximum of 80 characters. This name appears as the title of the category dropdown menu on the Article Management and Articles tabs, and, if applicable, in the public knowledge base. The Group Name does not appear on the Answers tab.
4. Optionally, modify the Group Unique Name (the unique name used to identify the category group in SOAP API).
5. Optionally, enter a description of the category group.
6. Click **Save**.
    
    You receive an email after the save process completes.

Activating Category Groups

When you add a category group, it's deactivated by default and only displays on the administrative setup pages for Data Categories, Roles, Permission Sets, and Profiles. Keep your category groups deactivated to set up your category hierarchy and assign visibility. Until you manually activate a category group, it does not display in Salesforce Knowledge or your answers community. In addition to activating the category group, for answers communities you must assign the category group to a zone before the categories are visible on the Answers tab.

To activate a category group so it is available to users, move the mouse pointer over the name of the category group and click the Activate Category Group icon (![Edit Category Group](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/support/images/knowledge/knowledge_categorygroup_activate.png)).

You can now [add categories](https://help.salesforce.com/s/articleView?id=service.category_create.htm&release=264.0.0&type=5 "Once you have category groups, you can add data categories to help support reps classify and find articles, questions, or ideas.") to your category group. When you create a category group, Salesforce automatically creates a top-level category in the group named All. Optionally, double-click All to rename it.