Begin by creating your solution categories. The All Solutions category is automatically created for you as the top of your solution hierarchy.
Required Editions
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Users can't add solutions to the All Solutions category or translate it.
- From Setup, enter Solution Categories in the Quick Find box, then select Solution Categories.
- Click Add Category to create a subcategory below a specific category.
- Enter the category name. Category names cannot include the backslash “\” character.
- Select a different parent category, if desired. The parent category is the category directly above this category in the hierarchy.
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Select a sort order for any subcategories you create under this category.
- Choose Alphabetical Order to sort subcategories alphabetically.
- Choose Custom Order to sort subcategories in the order you specify.
- Click Save.
- After creating categories, categorize your solutions. Administrators, and users with the “Manage Categories” permission, can categorize solutions prior to enabling solution categories for the entire organization.
- Then, after categorizing solutions, turn on solution category browsing on the Solutions tab.
- To enable solution category browsing for the public knowledge base or your Self-Service portal, see Enabling Public Solutions.
From the list of solution categories, you can:
- Click Edit to modify the category name, parent category, or sort order.
- Click Del to delete the category. The solutions
associated with the category are not deleted.
Note You cannot delete a category in use by a Salesforce Customer Portal. For more information, see Enable Customer Portal Login and Settings. - Click the category name to view the category details.
From a category detail page, you can:
- Click New to add a subcategory below the category.
- Enter a custom sort order for the subcategories.
- Edit the category to set the Subcategory Sort Order to Custom Order.
- Enter numbers in the Order column to specify the order of the subcategories.
- Click Reorder.