What’s the difference between rules, tags, and categories, you ask?
Rules
- Are fields from Salesforce
- Are static
- Allow for recommendations in objects (Opportunities, Leads, Accounts, etc) in Salesforce by matching the applied rule(s) to selections in corresponding fields.
- Are searchable in the KnowledgeTree application
Tags
- Are more organic and dynamic
- Are free text
- Do not create recommendations
- Allow for reps to filter for content based on keywords
- Are searchable in the KnowledgeTree application
Categories
- Are more organic and dynamic
- Do not create recommendations
- Allow for reps to filter for content based on content type
- Are searchable in the KnowledgeTree application