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Import Tags into Salesforce via the Data Loader

Date de publication: Jun 3, 2026
Description

Available in: Salesforce Classic

Tags are words or short phrases that users can associate with most Salesforce records to describe and organize data in a personalized way. Use tags to group records from various objects by a common theme or use, and then use those tags in search to make finding information fast and intuitive.

For example, if you met a number of contacts and leads at a conference, you might tag them all with the phrase User Conference 2019. You could then search for the User Conference 2011 tag and click that tag in search results to retrieve those records.

Salesforce supports two types of tags:

  • Personal tags are private. Only you can view any personal tags that you add to a record.
  • Public tags are shared among all users in an organization. Any user with access to the record can view the public tags that you add.

Notes: 

  • Public Tags cannot be activated by system admins. 'Topics' have replaced Public Tags.
  • Public Tags can be activated by contacting Salesforce Support.

 

Résolution

Before You Begin

Warning
Always back up your data before performing any data operation. See Export Backup Data from Salesforce or Export Data for more details. It is recommended to run a test with a small subset of records to ensure the operation was successful through manually opening and verifying that the corresponding records are correct in Salesforce.

 

Enabling Tags

For more information on how to enable Tags see Enabling Tags.

Follow the steps below to import Tags into Salesforce:

  • Create a CSV file with three columns: 
    • ITEMID - The record ID of the record to be associated with the Tag.
    • NAME - The name of the Tag
    • TYPE - The type of the Tag (Public or Personal) 


Note: You can export the Record Id using Data loader tool or by creating the report.

How to export data using Data Loader: Exporting Data 
How to export a report: Export a Report

 

Steps to Import Tags via Data Loader

Then run Data Loader by following these steps :

  • Click Insert
  • Log into Data Loader
  • Select "Show all Salesforce objects"
  • Select 'Object_Name Tag' (for example Account Tag)
  • Browse to select your CSV file and click 'Next'
  • Click 'Create or Edit a Map'
  • Click 'Auto-Match Fields to Columns' to map the fields with csv column headers. All required fields should be mapped by default (i.e. ITEMID, NAME, and TYPE) but if not, you'll need to manually map the fields by clicking on Map)
  • Click 'OK'.
  • Click 'Next' | 'Specify where you want to save the output file (that shows the success and error message)' | 'Finish'



Numéro d’article de la base de connaissances

000387673

 
Chargement
Salesforce Help | Article