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Salesforce.com customization handbook
book

Salesforce.com customization handbook

by Rakesh Gupta, Sagar Pareek
September 2014
Intermediate to advanced
454 pages
9h 7m
English
Packt Publishing
Content preview from Salesforce.com customization handbook

Tags

Tags are some keywords that you can use with your records to make a search easier and organize the records in your personalized way. For example, in your organization, you have thousands of account records, but you want to organize the accounts that were created in the summer of 2014, so that the next time you search for the account records, you simply need to search summer 2014.

There are two types of tags that are provided by Salesforce:

  • Personal Tags: These are private to a specific user.
  • Public Tags: These are public and available for all users.

To use the tags feature, you need to enable it. To enable tags, follow these instructions:

  1. Navigate to Setup | Build | Customize | Tags | Tab Settings.
  2. Select Enable Personal Tags as shown in the following ...
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Publisher Resources

ISBN: 9781849685986