Enable and Configure Topics for Objects in Salesforce Classic
- From Setup, enter Topics for Objectsin the Quick Findbox, then select Topics for Objects.
- Select an object.
- At the right, select Enable Topics.
- Select the text fields that you want to use for topic suggestions. (From a combination of the selected fields, up...
- Click Save.
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.
What is topics for objects in Salesforce?
Salesforce Topics for objects provides an effective way to gather critical issues and business concerns. With Topics for objects, the users can combine topics with records in an organized manner by a general theme. Employees can combine topics with records based on what they see on the field and also while working with clients.
How do I add topics in Salesforce classic?
These steps outline how to add topics in Salesforce Classic. In Lightning Experience, when you post or comment, add a topic by putting a hashtag (#) in front of your topic terms, for example, #sales quotas. Note All topic names appear in the topics list and all topic names and descriptions are searchable.
How do I add customer support to my site in Salesforce?
Click the setup gear and select Service Setup. Enter All Sites in Quick Find, then select All Sites. Next to Category 1 Biking, click Workspaces. Select the Content Management tile. Click Topics. Select Navigational Topics. In Enter a navigational topic, enter Customer Support and click + Add.
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.
How do I add a topic in 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.
How do I search for a topic 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.
Can you report on topics in Salesforce?
You can run a report on Topic to see the usage, including the related records, you need to create a custom report type with Topic Assignments as the primary object. If you do not have access to the record, you will not see the topic in the report too.
How do I assign a topic to an article in Salesforce?
Required Editions and User Permissions Click an article, and then type to assign topics. Choose a suggested topic or type a new one. Type a comma (,) after your new topic to add it to the article. You can click existing topics to remove them.
How do I add a topic to knowledge in Salesforce?
Now set these topics as featured on your site.Select Featured Topics.Click in the Select a topic box and select Customer Support.Click + Add.Click in the Select a topic box and select Social Groups.Click + Add.Click in the Select a topic box and select New Products.Click + Add.Click Save.
What is a Salesforce topic?
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.
What are the important topics in Salesforce?
5 Concepts For Every New Salesforce Developer To LearnUnderstand the Basic and Advanced Concept of Apex. ... Learn and Master Lightning Web Components. ... Learn Salesforce declarative features to achieve optimized results. ... Learn to work with Large Data Sets. ... Learn the basic concept of Security and Sharing of Salesforce.More items...•
What are the important topics in Salesforce admin?
Salesforce admin course contentIntroduction to Cloud Computing and Salesforce.Modelling Data in Salesforce.Customizing the User Interface.Aggregating & Validating Salesforce Data.Process Builder and Workflow.Automating Business Processes – Part 2 (Flow)Automating Business Processes – Part 3 (Approval process)More items...
What are different types of reports in Salesforce?
Types of Salesforce Reports There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
How do I create a summary report in Salesforce?
How to Create a Summary Report in SalesforceCustomize any tabular report to make it into a summary report.Click the arrow to the right of the column you want to group by.Select Group by this Field. Salesforce groups the records in the report.Repeat Steps 1-3 to group by additional fields, if desired.
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.
Salesforce User Basics
Get started with Salesforce and learn how to make it work for your bottom line.
Salesforce Platform Basics
Get introduced to the platform, navigate use cases, and build custom functionality.
Salesforce CRM
Learn how to use customer relationship management (CRM) software to grow your business.
Picklist Administration
Choose the right picklist field for the job, manage picklists, and share picklist values.
Duplicate Management
Resolve and prevent duplicate records to increase user confidence in your data.
Customize a Salesforce Object
Use picklists, filters, formulas, and other tools to customize an object in your org.
Lightning Experience Customization
Customize the Lightning Experience user interface without writing any code.
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.
