AgentExchange

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Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

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Categorize Customers

Organize your accounts instantly using colored tags created by you

Overview

  • Best App for Account Organization

  • Versatile Database Filtering Options

  • The Ultimate Custom Tag System

Organize your customers however you like using tags you create. This Salesforce extension allows you to create tags, assign them to individual customers and easily search for customers based on those tags. Advanced customer search helps you find specific customers much faster. You can also use the created tags for account types other than customer, such as: analyst, competitor, integrator, investor, partner, press, prospect, reseller and etc.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Salesforce Mobile