Mastering Record Organization with Tags & Topics in Salesforce Streamline Your Data with Powerful Tagging What Are Topics and Tags? ✔ Available in all Salesforce editions✔ Works in both Classic & Lightning Experience Key Benefits of Using Topics & Tags ✅ Find related records instantly – Group accounts, contacts, and opportunities by theme✅ Improve search efficiency – Filter records faster with intuitive labels✅ Maintain consistency – Standardize categorization across teams✅ Flexible personalization – Add custom tags for your workflow How to Use Topics in Lightning Experience Working with Tags for Faster Navigation 🔹 Add Tags 🔹 Search with Tags 🔹 Remove Tags Classic vs. Lightning: Key Differences Feature Lightning Experience Salesforce Classic Topic Management “Related” tab on topic pages Requires Chatter enabled (via “Records” tab) Tagging Directly on record pages Same functionality Best Practices for Effective Tagging ✔ Keep topics broad (e.g., “Healthcare” vs. “Cardiology”)✔ Use consistent naming (avoid duplicates like “Client” vs. “Customer”)✔ Train teams on tagging standards to maintain clean data Pro Tip: Combine topics for company-wide organization with personal tags for individual workflows! Get Started Today ⚡ Boost productivity – Stop wasting time searching for records📊 Enhance reporting – Build smarter dashboards with tagged data Need help setting up? Check Salesforce Trailhead for hands-on tutorials! Like Related Posts AI Automated Offers with Marketing Cloud Personalization AI-Powered Offers Elevate the relevance of each customer interaction on your website and app through Einstein Decisions. Driven by a Read more Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more