Salesforce Features
Personal Tagging
Organize Your Information with Web 2.0-Style Tagging
All Editions
- Personalize data organization and list management
- Tag records across multiple objects
- Increase user productivity with faster and easier navigation
Taking the best of the consumer Web and bringing it to Salesforce, users can assign their own terms or “tags” to records in Salesforce. This powerful capability helps users define what is relevant to them about a record and use the information to quickly find these items later. For example, a large opportunity or lead could be tagged “Big Deal” or a set of related support solutions, cases, and documents could be grouped with a common tag.
Training and Documentation
Feature Details
- Personal Watch Lists: Users may create a tag for groups of related records. The tag is the user’s own personal term that he/she associates with the records.
- Auto-Completion: Users may add an existing tag to a record with speed and ease by selecting it from the auto-complete menu that appears as they type, saving time and improving consistency in tags.
- Browsing and Viewing Tagged Records: Users can view all records associated with a tag by clicking the tag. This includes records of any object type, allowing users to create a collection of records of different types.
- Tag Search: Users can search for tags using sidebar search and advanced search.
Note: This feature is disabled by default and requires administrator activation in the set up area of Salesforce.
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