Solution Category is used to keep the solution organised and it will help Users/Sales Rep to find the solutions quickly.
Define Solution Category –
You can define Solution Category by –
- Click on Setup | Customize | Solutions | Solution Categories.
- Click “Add Solution Category” to add a category under the parent category.
- Enter the Category Name.
- Choose the subcategory sort order.
- Click Save.
- View the solution you want to categorize
- Click Select Categories in the Solution Categories related list.
- Click Save.
- Click on Setup | Customize | Solutions | Solution Settings.
- Click on Edit.
- Select Enable solution browsing.
- Click Save.
- Click on Setup | Customize | Self-Service | Public Solutions.
- Click on Edit.
- Select Enable solution browsing.
- Click the lookup icon “Top-Level Category for Public Solutions” to choose the top-level category accessible by customers in public solutions. Customers can view all solutions in this category and its subcategories if the solutions are marked Published and Visible in Public Knowledge Base.
- Click Save.
- Click on Setup | Customize | Self-Service | Self-Service Portal | Settings.
- Click on Self-Service Setup.
- Select Enable solution browsing.
- Click the lookup icon “Top-Level Category for Public Solutions” to choose the top-level category accessible by customers in public solutions. Customers can view all solutions in this category and its subcategories if the solutions are marked Visible in Self Service Portal.
- Click Save.