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Manage Users and Data Access
Enable Tags

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Enable Tags

Allow users to add personal or public tags to most records. Tags are words or short phrases that users associate to records to describe and organize data in a personalized way.

Required Editions

Available in: Salesforce Classic
Tag settings available in: All Editions
User Permissions Needed
To modify tag settings: Customize Application
  1. From Setup, enter Tag Settings in the Quick Find box, then select Tag Settings.
  2. Select Enable Personal Tags and Enable Public Tags to allow users to add personal and public tags to records. Deselect both options to disable tags.
  3. Specify which objects and page layouts display tags in a tag section at the top of record detail pages. The tag section is the only place where a user can add tags to a record.

    For example, if you select only account page layouts, users in your org can only tag account records. If you select only account page layouts for personal tags and not public tags, users can tag account records only with personal tags.

  4. Click Save.

When enabling tags, keep these guidelines in mind.

  • You can also add tags to page layouts by editing a layout directly. However, you can’t add tags to feed-based page layouts.
  • Search results and the Tags page don’t display custom objects without an associated tab, even if tags are enabled for the custom object. If you want custom object records to appear, create an associated tab. The tab doesn’t have to be visible to users.
  • Customer Portal users can't view the tags section of a page, even if it is included in a page layout.
  • When Chatter is disabled, joined reports can’t be tagged.

See Also

 
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