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Add Topics to Records in Salesforce Classic
Add topics to quickly organize records around common themes, retrieve them in list views, and (with Chatter) view them on topic detail pages.
Required Editions
| Available in: Salesforce Classic |
| Available in: all editions |
| User Permissions Needed | |
|---|---|
| To add topics to a record: | Read and Edit on the record AND Assign Topics to add existing topics OR Create Topics to add new topics |
Topics for objects must be enabled before you can add topics to records of that object type.
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On the top of the record detail page under the record name, click Click to
add topics. If the record already has topics, click
Topics.
If your administrator enabled feed-based layouts, click Add Topics in the sidebar of the feed view.
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In the topic editor, start typing your text. As you type, you can pick a topic from the
list of suggestions, or keep typing to create your own unique topic. To add more than one
topic, type a comma after each topic.
Commas ( , ) and closing square brackets ( ] ) automatically end a topic. Other punctuation, symbols, and separators are supported in topic names.
Records can have up to 100 topics.
- When you’re done adding topics, click Done or press Enter.
You can now use topics you add to records to filter your list views. If your administrator enabled Chatter, topics added to records become links to topic detail pages, where the Records tab shows all associated records. While you can enable topics for tasks, the Records tab is not supported for tasks. Topics on posts on a record aren’t automatically added to a record’s topics; you must add the topics to the record. Topics are added to a file automatically when the topics are added to the post with the file attachment or to comments on the post with the file attachment.
