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            Interest Tags for Financial Services Cloud

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            Interest Tags for Financial Services Cloud

            Let your users add custom Interest Tags to client records to capture client needs, interests, and prospecting opportunities. Having clients' interests in mind during client interactions helps deepen relationships. Organize interest tags into tag categories, which group similar interest tags so that you can easily create reports and dashboards showing common themes and interests across clients.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Professional, and Unlimited Editions
            Note
            Note The Interest Tags object is a virtual object on the Topic object. Access to Interest Tags requires access to Topics for objects. Before setting up Interest Tags, turn on Topics for objects and configure user permissions for Topics. These permissions also control Interest Tag permissions. Then, select the Financial Services Cloud objects you want to show the Interest Tag component.

            To learn how to enable Interest Tags, assign users permissions, and create tags, see Interest Tags.

            Explore and Learn

            Watch this video to understand how Interest Tags works for Financial Services Cloud.

            If you aren’t able to watch the view in full screen, open the video on a new tab: Watch video Interest Tags for Financial Services Cloud.

             
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