Organize Records with Tags and Topics

Available in: both Salesforce Classic and Lightning Experience

Available in: all editions

In Lightning Experience, you can see the all the records with a topic on the Related tab of the topic detail page. In Salesforce Classic, Chatter must be enabled to access the Records tab of the topic detail page. Let’s say you added the topic Textiles to several textile-related records, including accounts, contacts, and opportunities. You could then view the related records together on the Records tab (in Salesforce Classic) or the Related tab (in Lightning Experience) of the Textiles topic page.

Here’s an example topic detail page in Lightning Experience, with the Related tab showing records with the topic.

Admins can enable or disable topics for most objects, including custom objects.

• Add and Remove Topics from Records in Lightning Experience
  Add topics to records to organize the records around common themes and view them on topic detail pages.
• Add Topics to Records in Salesforce Classic
  Add topics to quickly organize records around common themes, retrieve them in list views, and (with Chatter) view them on topic detail pages.
• Remove Topics from Records in Salesforce Classic
  Remove a topic from a record if it no longer applies.
• 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.
• Remove Tags from Records
  Tags are words or short phrases that you can edit on the record detail page.