- First, you need to go to Setup option, App Setup, Customizes, Tag, and Tag Settings. This option allows you to change...
- Once you enable these Tags, you can also manage the Page Layouts that you want. This setting allows you to setup your...
- After you add Tags to your Page Layout, you should be able to see Tags at the top side of your record. You can simply...
How to hashtag Records in Salesforce?
Helpful Dos and Don’ts
- Post anything you wouldn’t want your HR team or executives to read.
- Write long-winded posts.
- Use Chatter to replace an in-person conversation.
- Post confidential information on profiles or public groups.
- Post personal messages that aren’t relevant to your business.
- Post the same thing to multiple people.
How to create big objects in Salesforce?
Defining a Custom Big Object’s Index
- An index must include at least one custom field and can have up to five custom fields total.
- Custom fields included in the index must be marked as required.
- Long Text Area fields can’t be included in the index.
- The total number of characters across all text fields in an index can’t exceed 100.
- Once you’ve created an index, you can’t edit or delete it. ...
How to use custom setting in Salesforce?
Custom Settings Methods
- Usage. Custom settings methods are all instance methods, that is, they are called by and operate on a specific instance of a custom setting.
- Custom Setting Examples. The following example uses a list custom setting called Games. ...
- Hierarchy Custom Setting Examples. ...
- Country and State Code Custom Settings Example. ...
How to create profiles in Salesforce?
- From Setup, enter Users in the Quick Find box, then select Users.
- Click Edit next to a user's name.
- Change the settings as needed.
- Click Save.
See more
How do I use tags in Salesforce?
Enable TagsFrom Setup, enter Tag Settings in the Quick Find box, then select Tag Settings.Select Enable Personal Tags and Enable Public Tags to allow users to add personal and public tags to records. ... Specify which objects and page layouts display tags in a tag section at the top of record detail pages. ... Click Save.
Can you tag files in Salesforce?
In Salesforce CRM Content, tags are descriptive labels that help classify and organize content. Contributors can assign tags to their files, Google docs, or web links, to enable all library members to browse for content by tag.
Can you tag in Salesforce lightning?
Universal tagging lets you add a custom tag to any standard or custom object record with a detail page. You can then see and navigate to all of the other objects with that same tag right from the detail page! Just drag the "tagging" component and the "related tag list" component to any record page.
How do I tag files in Salesforce lightning?
Click a tag to add it to the Tags field automatically. If your administrator assigned the guided tagging rule, you can choose from the list of suggested tags or enter a new tag. Click a suggested tag to add it to the Tags field automatically.
What are content tags in Salesforce?
In Salesforce CRM Content, tags are descriptive labels that help classify and organize content. Contributors can assign tags to their files, Google docs, or web links, to enable all library members to browse for content by tag.
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...•
What is the difference between lightning tags and force tags?
The main difference between the Lightning tags and force tags is force tags works as apex:inputField tags work on the VF page. For example, if we are using forceInputField for the picklist field then it will show the input in picklist format with the respected values. It also supports the lookup/master input fields.
How do I use topics in Salesforce lightning?
To configure topics for objects, including custom objects, from Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.Create a record page for Lightning Experience. ... In the Lightning App Builder, configure the Topics component and add it to the page's layout.Save your page.
What should an administrator take into consideration when creating content tags in Salesforce?
What should an administrator take into consideration when creating Content tags? A. Tags are case insensitive....A. Install Salesforce Connect for mobile.B. Install the Salesforce mobile configuration.C. Use the downloadable Salesforce mobile application.D. Use the Lightning Experience in web browser.
Can you tag leads in Salesforce?
1:395:28Salesforce Basics, Episode 8: How to Use Tags in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on the edit tags. Option add additional tags the same way I described previously or to deleteMoreClick on the edit tags. Option add additional tags the same way I described previously or to delete a tag click on the red X next to the tag. This.
Can I tag contacts in Salesforce?
We frequently hear requests from our customers about wanting the ability for users to easily "tag" contacts, and add them to certain groups. As it turns out, this feature actually already exists in Salesforce!
Are content tags case sensitive?
All the HTML elements/tags are case-insensitive. Case-insensitive means the tags/elements which are used in the code are understandable by the browser irrespective of the letters being the upper case or lower case classes.
Re-tagging
As part of the editing process, users may suggest edits or directly edit the tags of a question if they feel a certain tag was used inappropriately or that the question is missing a tag.
Avoid meta-tags
Do not use meta-tags in questions. Here are some tips to help you determine whether a tag is a meta-tag:
Should I use tags in titles?
You should not force a tag into your title. Because the tags appear below the question and tags are indexed by search engines along with the content of your question, you can trust that other people will be able to find your question based on tags they follow or search for.
Add Journey Tags to Categorize Your Journeys
Use Journey Tags to organize your journeys and use the search or filter tool to quickly locate them in the Journey dashboard. For instance, you could create tags for welcome campaigns, spring sales events, or membership renewals.
Use Journey Folders to Organize Your Journeys
Organize your journeys in folders so they’re easy to find. When you save a journey, you can click Organize and select the folder where you want to save it. If you don’t select a folder, the journey is automatically stored in the My Journey folder.
Case Study: Isabelle Organizes Her Welcome Journeys
Now that she’s getting the hang of Journey Builder, Isabelle feels certain she’ll use it, not only for future welcome campaigns, but also for sales promotions, subscriber birthdays, and special rewards offers. To get things off to a good start, she creates a subfolder for each type of journey campaign in the My Journey Folder.
Summary
In this module, you learned how to monitor the health of your journeys with Journey Builder features. You used analytics to measure against your goals, and you optimized journeys with versioning. Lastly, you learned how to keep your journeys organized with tags and folders.
Why do we not recommend activating tags?
Tags can sometimes be useful for individual or groups of users at your organization depending on your needs. However, tags are very limited and we do not normally recommend activating them because they are not reportable and they lack the ability to standardize the classification across the organization.
What is Salesforce Campaign?
In addition to the common use of Campaigns as a place to manage marketing tactics or a tool to measure financial or social return on investment (ROI), Campaigns are also another strategy for managing types of people and grouping or segmenting your Contacts or Leads.
What is record type?
Record types allow you to offer different organizational processes, picklist values, and page layouts to different users. While there are no specific limits around how many record types you can have per object, best practice is to have as few as you absolutely need (keep it simple).
Why should you assign contacts to a category?
Some Contacts can be assigned to a category because of their activities (donations, applications submitted, cases logged, etc).
Can a contact be a donor in Salesforce?
Of course a contact can be part of multiple categories at once. Contacts can be both a donor and volunteer for instance. Or a client and a volunteer. Here are 5 ways of categorizing or grouping contacts in Salesforce: 1. Custom Fields. Custom fields allow you to tailor your database to your unique business needs.
How to Format Tags
- Use all lower case
- Replace spaces with hyphens (-) to combine multiple words into a single word (e.g., tag "unit testing" as unit-testing)
- Avoid punctuation (which can make it difficult to use the tag in a URL)
- When naming a tag, think about how someone would search for that subject. In most cases t…
- Use all lower case
- Replace spaces with hyphens (-) to combine multiple words into a single word (e.g., tag "unit testing" as unit-testing)
- Avoid punctuation (which can make it difficult to use the tag in a URL)
- When naming a tag, think about how someone would search for that subject. In most cases this means typing out the full name, but you may also want to use the abbreviation. For example, [css] is pro...
Re-Tagging
- As part of the editing process, users may suggest edits or directly edit the tags of a question if they feel a certain tag was used inappropriately or that the question is missing a tag. You should re-tag questions when: 1. You are adding valuable information to the question by doing so 2. You are replacing obscure or difficult to understand tags with well-known and popular tags that are a…
Avoid Meta-Tags
- Do not use meta-tagsin questions. Here are some tips to help you determine whether a tag is a meta-tag: 1. If the tag can’t work as the only tag on a question, it’s probably a meta-tag. Every tag you use should be able to work, more or less, as the only tag on a question. Meta-tags, like [beginner], [subjective], and [best-practices], are not helpful by themselves – they do not commu…
Should I Use Tags in Titles?
- You should not forcea tag into your title. Because the tags appear below the question and tags are indexed by search engines along with the content of your question, you can trust that other people will be able to find your question based on tags they follow or search for. Additionally, tags appear on the question page, so other people will take them into account when answering your question…