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Create a Content Taxonomy and Manage Terms

Each org can have one, overarching content taxonomy. Create a new taxonomy, or use Data Loader to import an existing taxonomy. Then, add, edit, delete, and view terms in a content taxonomy.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create, edit, and delete content taxonomy in the Digital Experiences App:

Modify All Data

OR

Manage Content Taxonomy
To view content taxonomy in a CMS workspace:

View Content Taxonomy

AND

any CMS workspace contributor role

Create and Edit a Content Taxonomy

Note
Note Before you import a dynamic collection, first use data loader to import taxonomy terms. To import a dynamic collection, the taxonomy terms must be available in the target org. To import a content taxonomy and terms, go to Salesforce Developers to learn how to use Data Loader to import a content taxonomy.

You can create one content taxonomy for each org.

  1. In Lightning Experience, from the App Launcher, open the Digital Experiences app.
  2. Open the Content Taxonomy tab. From the Digital Experiences Home tab, click down arrow image, and then select Content Taxonomy.
  3. Click Create Content Taxonomy.
  4. Enter a name and description, and then click Create.
  5. To edit a content taxonomy name or description, open the Content Taxonomy tab. Select the top-level, root term from the content taxonomy tree, and then click then click Edit. Save your changes.

Manage Terms in a Content Taxonomy

Add terms to a taxonomy, and designate their parent and child relationship to one another.

Before you delete a term that’s included in a dynamic collection, edit the conditions of the dynamic collection and remove or replace the Value tag.

  1. Open the Content Taxonomy tab. From the Digital Experiences Home tab, click down arrow image, and then select Content Taxonomy.
  2. To expand the content taxonomy tree, click the carats beside parent terms.
  3. Add, edit, or delete a term.
    • To add a term, select the term that you want to be the parent, or select the taxonomy itself to make a root term, and then click Add Child Term. Add your changes.
    • To edit a term, select the term from the content taxonomy tree, and then click Edit. Save your changes.
    • To delete a term, select the term from the content taxonomy tree, and then click Delete. If a term has child terms, you can delete the parent term and its children, or you can delete the term and reassign its children to another term.