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Browse Tags and Add Tags for Vehicles
Use the Interest Tags component on a Vehicle page to browse categories and add tags to the records. Each interest tag can be assigned to up to three tag categories.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To use Interest Tags: | Automotive Foundation permission set |
Make sure your admin has added the Interest Tags component to the Vehicle page layout assigned to you.
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Create interest tag categories.
- From the App Launcher, find and select Tag Categories.
- Click New.
- Enter a category name.
- Enter a description.
- If you're creating a second-level or third-level tag category, select a Parent Category.
- For Level, enter 1, 2, or 3.
- Select an icon to visually represent the tag category.
- To activate the new category, select Is Active.
- Save your changes.
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Create interest tags.
- From the App Launcher, find and select Interest Tags.
- Click New.
- Enter a tag name.
- Enter a description.
- Select a tag category.
- Save your changes.
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Add tags to Vehicle records.
- From the App Launcher, find and select Vehicles.
- Select a Vehicle record.
- In the Interest Tags component, click All Tag Categories, and then select a tag category to filter by.
- Enter an interest tag name and press Enter to search.
- Select an interest tag to add.
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Browse tags for a Vehicle record.
- From the App Launcher, find and select Vehicles.
- Select a Vehicle record.
- In the Interest Tags component on a record page, click Browse Tags.
- In the search bar, enter an interest tag or tag category name.
- Expand the Tag Categories side panel to view your tag category hierarchies.
- Select one or more interest tags and add them to the record.
- Save your changes.
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