Enable topics for objects so that users can add topics to records and organize them by common themes. This powerful feature is available with or without Chatter.
Required Editions
| Available in: Salesforce Classic |
| Available in: Group, Enterprise, Professional, Performance, Unlimited, Contact Manager, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To enable topics for objects: | Customize Application |
Administrators can enable topics for accounts, assets, campaigns, cases, contacts, contracts, files, leads, opportunities, orders, solutions, custom objects, and English articles. For each object type, administrators specify which fields to use for topic suggestions.
- From Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.
- Select an object.
- At the right, select Enable Topics.
-
Select the text fields that you want to use for topic suggestions. (From a
combination of the selected fields, up to three suggestions are made from the
first 2,000 characters. Suggestions depend on the text values processed by the
NLP library. In certain cases, suggestions don’t appear.)
Encrypted fields don’t appear in the list of selectable fields because you can't use encrypted fields for topic suggestions.
- Click Save.
Now, users with access to the enabled objects and appropriate topics permissions can:
- See topic assignments and suggestions on records of that object type
- Add and remove topics from records of that object type
- To filter their list views, use topics on records of that object type
If your organization uses Chatter, users can click any topic that is assigned to a record to go directly to a topic page. On a topic page, users can see other records on the topic, people who are knowledgeable about the topic, and other related information.