Wednesday 8 May 2013


Tags

Tags are keywords that users can place on records to make them easier to find.These keywords
can be private to a specific user or shared among all users.Tagging can reduce the
complexity of your objects by providing a catch-all way for users to search, without additional
dedicated search fields.The primary disadvantage is that the search is unstructured.
Tags are always strings and cannot be treated as numbers or dates.

Enabling Tags

Initially, tags are disabled.To enable them, go to the App Setup area and click Customize
-->Tags -->Tag Settings. One check box enables personal tags, and the other enables public
tags. Personal tags placed on a record are visible only to the user creating the tags. Public
tags are visible to all users. Public tags can be configured to appear on reports, documents,
notes, and dashboards.
To finish, select the page layouts to enable tagging on. Selected page layouts are
enhanced with a gray subheading containing controls for viewing and editing tags.

Using Tags

Visit a record whose page layout has tagging enabled on it. Click the Add Tags link.
Depending on how you’ve configured tags, you could see an input field for public tags,
private tags, or both. Enter tags separated by commas.

When you’re done, your record contains a list of your tags across the top.
If you create a tag on a second record, notice that Force.com assists you by suggesting
tags that you’ve added on other records.This helps make the tags consistent, improving the
quality of search results.

To search using tags, enter a tag in the search sidebar.The tags section of the search
results returns the matching tags, as well as other tags found in the same records as your
search tag. Click a tag to view a list of records that contain the tag.

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