Managing data categories

In the previous sections, we looked at how we can limit access to Knowledge with object-level security, field-level security, and record types through profiles and permission sets.

If we want to restrict access to specific articles in a more granular way, we need to use data categories. By using these, we can categorize articles into a structured hierarchy of categories.

Let's say our company sells products to North America, Asia, and Southern Europe. We may need to categorize our knowledge based on these macro-territories for specific countries (for example, power supply specifications change from country to country, as well as regulations).

Let's define the data category structures:

  • North America:
    • Canada
    • USA

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