Add Topics to Records in Salesforce Classic #inSalesforce

Add Topics to Records in Salesforce Classic

You can add topics quickly to organize records around common themes, retrieve them in list views, and (with Chatter) view them on topic detail pages.

Prerequisites:

  • Topics for objects must be enabled before you can add topics to records of that object type.
  • Read and Edit on the record 
  • Assign Topics to add existing topics or Create Topics to add new topics

Steps:

  • On the top of the record detail page under the record name, click Click to add topics. If the record already has topics, click Topics.
  • In the topic editor, start typing your text. As you type, you can pick a topic from the list of suggestions, or keep typing to create your own unique topic. To add more than one topic, type a comma after each topic. Commas ( , ) and closing square brackets ( ] ) automatically end a topic. Other punctuation, symbols, and separators are supported in topic names. Records can have up to 100 topics.
  • Click Done or press Enter.


Reference:

https://help.salesforce.com/s/articleView?id=sf.basics_add_topics_records.htm&type=5


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