Many2Many - Instant Record Tagging for Better UX and Reporting

Tagging at its most flexible

We needed a way to tag people and organizations with certain tags but tagging can be difficult and complex. Many2Many alongside the guidance of Vera Solutions were helpful in this way as it allowed us to manage a big list of tags whilst still keeping maintenance to a bare minimum. It also is scalable with the level of flexibility that lets us implement it in many objects easily. We used to use multi select picklist values but it was challenging to govern with people changing values. Many2Many makes management much more simpler!

An intuitive and incredibly useful tool

Our organization recently worked with Vera solutions to rebuild our Salesforce system. The tagging tool they created for us is incredibly useful. It allows us to tag contacts, organizations, etc. with geographies, sectors, and metropolitan areas. We are a Foundation making grants around the world. This tagging feature is useful for tracking specific details about our grantmaking through reports, and visualizing those results in an easy way. It is also a great general feature to quickly identify important features about a contact or organization - for example, the countries or metro areas they work in. I can imagine the broader application of the tagging feature to fit many Salesforce systems.