Monday, March 16, 2015

Salesforce – Tags

Tags allow users to add personal and public tags to the records. 

Setup > Customize > Tags > Tag Settings

Enable Personal Tags > Save


Automatically add a personal tag section to: Enable to add tags to Reports, Documents, Notes, and Dashboards.

Using right/left arrow to add/remove tags to page layouts and save.

Add Tags on Contact Page Layout.

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