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            Tag Records

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            Tag Records

            Use tags to group records from various objects by a common theme. Add tags in a search criteria to find information faster and more intuitively.

            Required Editions

            Available in: Salesforce Classic
            Available in: all editions except Database.com
            User Permissions Needed
            To edit tags on a record: Read on the record
            To rename or delete public tags: Tag Manager
            1. In Salesforce Classic, Chatter must be enabled to access the Records tab of the topic detail page. On the top right corner of the record detail page, click Add Tags or Edit Tags.
            2. In the Personal Tags or Public Tags text boxes, enter comma-separated lists of the tags that you want to associate with the record.

              Tags can only contain letters, numbers, spaces, dashes, and underscores, and must contain at least one letter or number. Enter up to 10 new tags that have already been defined when displayed as auto-complete suggestions. The list of suggestions changes to show only those tags that match the prefix you’ve entered.

              There are limits on the number of personal and public tags you can create and apply to records. If you exceed the number of tags, any new tags you add aren’t save. Go to the Tags page and delete infrequently used tags.

            Example
            Example For example, you could tag contacts and leads you met at a conference with the phrase User Conference 2011. You can then search for the User Conference 2011 tag and click that tag in search results to retrieve those records.
             
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