Package: Salesforce

Adding Tags

Tags on Records

Tags are words or short phrases that you can associate with most Salesforce records to describe and organize their data in a personalized way. Use tags to group records from various objects by a common theme or use, and then use those tags in search to make finding information fast and intuitive.

Available in: Salesforce Classic
Available in: All Editions except Database.com

For example, if you met a number of contacts and leads at a conference, you might tag them all with the phrase User Conference 2011. You could then search for the User Conference 2011 tag and click that tag in search results to retrieve those records.

Salesforce supports two types of tags.

  • Personal tags are private. Only you can view any personal tags that you add to a record.

  • Public tags are shared among all users in an organization. Any user with access to the record can view the public tags that you add.

You can gain access to the Tags dialog button through a variety of methods - Record Detail View, AMS, Short Lists, List Views, and Global Search Results are the most common access points. Having selected one or more Records, you are now ready to add Tags:

  1. Click Add Tags to display the Tags dialog.

  2. Add tags to the Personal Tags and/or Public Tags lists and click Add Tags or Cancel to do nothing.