Identity “ Q4 Priority” Accounts or “ Brenda’s 02/22 Prospects” with a couple clicks, and when the Tags are no longer needed, retire the Topic to remove from Tags from view or delete the Topic to remove Tags entirely from the database.
Generic Tags are a great way to group records in temporary buckets without the need for offline spreadsheets. Easily narrow down prospects or find the exact right person to talk to. Run reports with cross filters to find all records with a specific Tag, with a combination of Tags, or with some Tags but not others. Using Tagger Setup, create a “ Topic” custom object (which can have any number of custom fields like “ Category” or “ Retired”) and a “ Tag” custom junction object (with lookup fields to any object where Tags should be possible), and you have fully reportable Topic/Tag object like any other Salesforce custom object. Thankfully, Tagger is here for the rescue! Show option for “Allow Reports” and “Allow Search” when creating new Objects in Tagger Setup to allow Admins to more easily restrict viewing accessĪutomatically redirect to the Tagger Target Filter custom metadata record page after save on the Tagger Setup page to save time navigating through Setup manuallyĭefault Tagger Filter Developer Name to Source Object + Target Object to prevent issues when creating a multi-lookup Tag objectįor anyone that has tried to use Salesforce out-of-the-box (OOTB) Tags (available in Classic) or Topics (available in Lightning), they have immediately run into the severe UI and reporting limitations of the Salesforce OOTB solutions.
When creating a new record from Tagger search input, Tagger now will default “Name” field to match the search term to avoid redundant data entry, and save your users ( with Create permission) time!Īllow “Read Only?” CMDT field for individual Tagger Target Filters instead of only allowing “Read-Only?” at the Tagger Component CMDT level to allow more refined customization of which Tagger Target Filters allow Create/Delete and which are Read Onlyĭefine “Target Object Navigable?” for individual Tagger Target Filters instead of only allowing “Target Object Navigable?” at Tagger Component level to allow more refined customization of which Tagger Target Filters allow navigation to Target records upon click of a Tag The name of the tags display under the file or folder name.As of yesterday, Version 2.4 of Tagger is on the AppExchange! Although not a major change, Version 2.4 includes a number of enhancements that will make Tagger even easier to use. Enter the name of the tag then select Enter. If needed, enter additional tags.
Sam works in a company that has external partners and, on a regular basis, shares files and folders with these external partners. In Syncplicity, as an end-user, you can assign tags and add 'context' to your files and folders. By using Tags as a visual indicator, you can easily identify your content (files and folders) and further share it internally or externally.