how to enable topics in salesforce

^{Enable Topics for Objects}

• Click your profile icon in the upper right.
• Click Switch to Salesforce Classic.
• Click Setup.
• Enter Topics for Objects in Quick Find, then select Topics for Objects.
• Under Object, select Knowledge.
• Click Enable Topics.
• Click Save.

How to enable topics for objects in Salesforce lightning experience?

A Salesforce admin must enable topics for objects for the article type (s). Switch to classic and search for topics for objects in the quick find box, this option/setting is not yet available in lightning experience. From Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects. Select an object.

How do I set up navigational topics in Salesforce?

Click Topics. Select Navigational Topics. In Enter a navigational topic, enter Customer Support and click + Add. In Enter a navigational topic, enter Social Groups and click + Add. In Enter a navigational topic, enter New Products and click + Add. Click Save. Now set these topics as featured on your site.

How do I assign content topics to Salesforce CMS?

Assign content topics to CMS Content when reviewing it in the Content Management workspace of your site. Review and manage your topics from the Topics page. Note For a topic to be available for use in Salesforce CMS, it must be Enabled for Content.

What types of topics can I enable?

Administrators can enable topics for accounts, assets, campaigns, cases, contacts, contracts, files, leads, opportunities, orders, solutions, custom objects, and English articles. For each object type, administrators specify which fields to use for topic suggestions.

How do I add a topic to Salesforce?

Add Topics to Records in Salesforce ClassicOn the top of the record detail page under the record name, click Click to add topics. If the record already has topics, click Topics. ... In the topic editor, start typing your text. ... When you're done adding topics, click Done or press Enter.

Where can I find topics in Salesforce?

In the topics list, you can:To see a topic's detail page, click the topic name.To see updates in your Chatter feed, click. Follow.To narrow what you're looking for, filter the list of topics.Search for topics by name. ... Only users with the View All Data permission can filter by record name.

How do topics work in Salesforce?

Topics allow your users to organize records by theme. On the topic detail page, users can see all the records with a topic and filter their record list views by topic. Enable topics for objects so that users can add topics to records and organize them by common themes.

What are the topics in Salesforce?

Topics are words or phrases that you can associate with Salesforce records to organize them around common themes. Tags are words or short phrases that you can associate with most Salesforce records to describe and organize their data in a personalized way.

How do I add a topic to Salesforce lightning?

In the topic editor, start typing your text. As you type, you can pick a topic from the list of suggestions or keep typing to create your own unique topic. Press Enter to add the topic to the record.

How do I enable survey objects in Salesforce?

Enable SurveysFrom Setup, in the Quick Find box, enter Survey , then select Survey, and then click Survey Settings.Enable Surveys. ... To create surveys that are accessible to people who don't have Salesforce accounts in your company, select a community.More items...

How do I enable an object in lightning Salesforce?

In Salesforce Lightning Experience UIClick the gear icon | Setup.Go to Object Manager.Click on the name of the object.Click "Edit"In the section "Deployment Status", ensure it is set to "Deployed" then save.

How do I report a topic in Salesforce?

To add topics into a record object:Do not need to start with #, just type the topic and hit enter when done.Need to type in the Topics component in lightning, see post below for Topics component.You need to have edit permission on the record to be able to add topics to that record.More items...•

How do I use hashtags in Salesforce?

0:031:53Lightning Quick Tip - Hashtags in Salesforce Chatter - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis as a topic. And it gives you your topic inside of brackets. And once you're done with yourMoreThis as a topic. And it gives you your topic inside of brackets. And once you're done with your posts you just simply click share and that hashtag.

What are topics in Salesforce lightning?

Topics allow your users to organize records by theme. On the topic detail page, users can see all the records with a topic and filter their record list views by topic. Enable topics for objects so that users can add topics to records and organize them by common themes.

What are the topics in admin of Salesforce?

Examples of the concepts you'll learn during study for the certification exam include: Managing users, data, and security. Maintaining and customizing Sales Cloud and Service Cloud apps. Building reports, dashboards, and workflows.

What are topics in Salesforce developer?

To become a Salesforce Developer, you may need to specialize in the following areas:Data modeling, management, and security.Platform development.Salesforce app customization.Visualforce basics.Search solutions basics.Developer console.Salesforce object query language.Apex object-oriented programming.More items...•

Set Navigational Topics

You enabled topics earlier in this project. Now set up three topics that Category 1 Biking has chosen as top topics for their site: Social Groups, New Products, and Customer Support. You update those from Experience Workspaces.

Add Images to Topics

Next, add some images for each topic. Download this zip file to access images you can use for this project. Be sure to unzip the file.

Add Topics to Articles

Finally, associate these topics with the articles you created previously in the project.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

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