Customizable tagging solution to track Topics across Objects. Enables users to associate Topics with object records to track a particular issue, theme, or subject across many objects. Also gives Administrators ability to manage and customize Topics.
Create custom topic categories tailored to your unique needs, then effortlessly filter records to pinpoint the exact information you crave.
Seamlessly associate topics with any object, from accounts to opportunities, for a unified, panoramic view of your mission-critical subjects.
Spotting emerging themes has never been easier. Create new topics on the fly and instantly start tracking that groundbreaking concept or burning issue.
Our drag-and-drop components make setup a breeze, empowering you to hit the ground running and start leveraging laser-focused tagging today.
Answers to questions you might have about this app.
Custom Topics and Tags is a simple yet powerful Salesforce tool that helps organize your data better. It lets you create custom categories and tag your records, much like using hashtags on social media. This makes it easy to find related information across different parts of Salesforce, whether you're looking at accounts, opportunities, or custom objects. The tool is quick to set up and use, helping you sort through your data more efficiently and spot important connections you might have missed before. Please check our Features tab to learn more.
This app is useful for sales, marketing, customer service, and project management teams who deal with lots of data. Salesforce admins can create and manage custom topics, which other users can then apply to their records. This tagging system works across different Salesforce objects, making it easier to connect related information. It's a practical tool for any Salesforce user who wants a simpler way to categorize and retrieve data in their day-to-day work.
We've got you covered. We've created a comprehensive Customization Guide packed with everything you need to get started! Please click the Download Customization Guide button in the top banner, or visit our AppExchange listing and download from the Resources & Documentation section.
Yes, this app is user-friendly for non-technical people. It uses a simple tagging system, similar to hashtags on social media, with an intuitive drag-and-drop interface and simple point-and-click features. Users can easily add tags to records and search for information without any special skills. While admins set up the system, everyday users can quickly learn to use it to organize and find information in Salesforce. It's designed to make data management easier for everyone, regardless of their technical expertise.
We offer two versions of our Custom Topics and Tags app: a free Basic version and a paid Pro version. The Basic version is great for getting started with data organization in Salesforce. Our Pro version, which we highly recommend, starts at just $1 per user per month and includes additional features like custom icons and colors. These enhancements not only improve the user experience but also make the app a visually appealing addition to any Salesforce page. For detailed pricing information and a feature comparison, please check out our Pricing tab to find the best fit for your needs.