Sunday, May 1, 2016 - Using Topics

Topics in Salesforce are much like tags.  However, slightly different:

  • Topics are words to associate or group records on a common theme.
  • They can be used to create views lists (tags definitely cannot).

Issue for most users is that once you enable topics, public tags disappear from the main screen as expected (personal tags are still available though).  Personally, just recently I had a hard time figuring out where my public tags were with a client, -- yup, they had topics enabled.

To enable topics, to go setup, then search for "topics".  You will find the link to “Enable and configure topics for objects”.

This next screen allows you to choose which objects you want to enable topics for.  You can then choose which fields are available for suggestion.

Once on a record, click the link at the top of the record to add a topic to the record.  Here we've added a "test topic".

Written by Prabha Krishnamurthy and Corey Babka


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Riza said...

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