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Lightning Universal Tagging
Tag anything anywhere
- Business Need
- Productivity
- Requires
- Sales Cloud
Universal tagging lets you add a custom tag to any standard or custom object record with a detail page. You can then see and navigate to all of the other objects with that same tag right from the detail page!
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Showing 10 of 21 Reviews
Unwanted Tags getting created
When i press enter without typing anything a tag got created with some unique Id. This might be a small issue, but if the issue got fixed it would be better.
Useful app
there is no issue with the reporting, you need to create a custom lookup on the target object, customize the flow and switch the account with the opps or lead or contact, you need to do the same on Process builder.
Useful app - does not support any form of translation
The app is great, without little effort you can modify the existing flows to populate new lookup fields on the tagging objects so as to make reporting possible. However, not being able to translate any aspect of the visual components is definitely a setback on a large amount of customers. Components should be updated to allow for the use of custom labels for translation
Good package with a critical flaw
First of all, reporting is not really a problem as previous reviewers mentioned. You have to adjust this package a little to make it work as intended. It comes with a flow template to populate lookups on the tagging records. Add lookup fields for the required objects, copy the flow template and adjust it for the additional lookups. A small change and reporting works as it should. Though, I feel like it should already come with this - at least for standard objects. My major and most critical concern with the package is, that it is not translatable. No custom labels are available. This is a big no go for many companies. For the required customization upon setup, which many people here seem to struggle with (missing setup guide?) and the missing option to translate the component I'll give it 3 out of 5.
Samil gutierrez
01/14/2021
Hello Jonas anyway you can share how you added the lookup fields for the required objects? I need to add a few objects to the flow but i need a little help. Thank You in advance!
Disappointing
Seems like a potentially useful app to manage tags, but the problem is that tags are pretty much worthless in Salesforce Lightning at the moment because you can't do anything with them. I can't conduct a search using a tag so I can't create a list using a tag. I did have one conversation with the company that created the app but there was no solution available for my use case. Worthless to me, so I uninstalled it.
Actual UI is nice and simple, Reporting doesn't work.
The ability to tag Tasks with keywords is great. The simple UI works as expected and its nice and easy to make sure that existing tags are found and presented to the user so that similar tags aren't used and existing ones are re-used, however although custom report types have been created EG: "Activites with tags", you cannot report on any of these. Zero reporting. Zero understanding of what is being used, so what is the point? Really disappointed that this basic reporting doesn't exist as it's obviously required in order to make this a viable solution. An update to bring reporting up to scratch would increase my rating to 4 or 5 stars.
Nice option would be great to have an option to customize the lightning components further
It works well to add tags, view tagged objects, and create reports. It would be nice to have an option to have various tag categories and a picklist on the "add tag" component.
Tagged records component not working
Installed this app as a workaround for tags for content in Lightning, i was able to tag records but when i actually go to a tag, i do not see tagged records component show any records that are tagged. Please fix it!
Heading in the right direction, looking forward to further development of this
I wish it came with a guide but after playing around with this I see that you can create a report to see records tagged. But have only been able to create a report for an account with a tag not contacts or other objects. Seems that you can tag other objects but only report on accounts that have a tag. The other thing is that I wish you could filter a list of account or contacts (or other objects) by the tag but doesn't look like you can.
Great app but struggling with reporting
The functionality is great but I am unable to pull contact reports (with full contact information) using tags. Is there a work around available?
Vishwas, did this ever get resolved? I'm curious..thanks!