Awesome.
Now that we have enabled the sales knowledge.
What next.
Let's go ahead and play with it.
The first task that we are going to do is to configure data categories so for configuring data categories
go to set up look for data categories set up.
And once you get that go for it and your screen will look like this.
So this is data categories.
So before we go ahead and create one let's first understand what does data categories like what does
that we are doing with Salesforce knowledge.
We are trying to group content right.
We are trying to create and manage over content efficiently.
So for creating and managing content efficiently.
First we have to group the content right.
Only then after we create content we will be able to assign them to particular data categories and which
will be very easy for us to retrieve as well.
So when we want to retrieve a particular document we exactly know that there it would be.
So that is why we are creating data categories for efficient grouping of documents.
So we'll hear what let's do let's create two groups.
All right.
So the first group let's name it as a technical.
And the second group let's name it as functional and ask put our requirement.
We are going to group all the technical documents in this category group and we are going to group all
the functional related articles in the other group.
All right.
So first let's create the technical group fill in the details here and also give a proper description
you to day other users which articles are exactly stored in this particular group.
All right.
So once you are done creating it save it awesome we have created the first a group that is a technical
group and division a group.
We can have multiple categories like for example this is a technical group right.
So we can create categories within that one maybe a sales force the other maybe Java because it is all
technical related content so we can have categories like that and in real time you can very much just
see documents like a user man was are training documents or fake documents.
Now you know the troubleshooting documents known issues you will you have those sort of documents aspect.
All right.
So now we have created our group let's create our first category the first category let it be sales
force.
OK.
Add the category or some sales force is added the next to let me see Java OK added.
Perfect.
And then let me say.
Awesome.
So we have added three categories to our technical group.
So our first group is ready.
Now let's go ahead and create of our second group.
What does our second group.
All right save the changes.
And what does our second group the second group is going to be the functional group.
So let me say functional group.
And this group is going to have all the content that is related to the functional aspects let me know
you can say does the business related content like the user manual business processes abreast best practices
and all those documents.
All right.
So here under functional group let's create a doc in categories.
So let me say business processes business process
best practices
so I have created three categories under functional group asked what or if we have just created the
category.
We have not created any content and we have not even gone into that section we have just created the
category for us to add the content create and add the content.
So now that we have these categories defined let's go ahead and activate the category.
The groups basically.
So here if you see you have this it category group.
So one after the group is activated you will be able to use those category groups.
So here you can see that we just activated one off the group.
So it is falling on that activate active category groups.
And this one is inactive category groups only have the functional group here.
Now let's go ahead and activate this functional group s very occupy effect.
So we have two active category groups and each active category group has got its own categories defined
by effect know that we have created our category groups and we have categories in them.
The next step is to do the assignment we have to do the data category assignments.
So if we're going to data category assignments go to set up data and look for data category assignments
and your page will look something like this.
And here we have two category groups.
The two category groups are defined here.
And what is the purpose of doing this assignment is that we need to specify that which are all the groups
that should be used by Salesforce knowledge.
So here let me say both groups to be used to buy sell for knowledge.
So let me feel safe otherwise you don't you move it to the other side that is available so this is about
data.
Category assignments.
So in this tutorial we started with understanding about category groups.
We created two category groups and then for each of the category group we created multiple categories.
And all those after creating we activated our data category group.
So both these groups are active now and we also checked our data category assignments.
Awesome and how to create content.
Let's look into the upcoming sessions.