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TagItApp

By Salesforce Labs

Associate pre-defined tags to the Account records.

Free  

Never requires payment

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Business Need
Admin & Developer Tools

TagIt allows salesforce admins to pre-define a list of tags that their end-users could then apply to Accounts, that’s to prospect or customer records. Tags can be associated only to the account object, it can not be associated to other object types.

Compatibility

Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
TagIt App/v9 9.1.0
Listed On
08/04/2020
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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.
Native App
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 3
App Builder: 1
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
9.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/30/2020

Additional Details

TagIt allows salesforce admins to pre-define a list of tags that their end-users could then apply to Accounts, that’s to prospect or customer records. Unlike standard Tags, Topics this is designed to work off of a pre-defined list of Tags only, which means the end-users wouldn’t be able to create new tags on their own. Also, given this is a purpose-built solution that leverages custom object, record access can be controlled by standard sharing constructs like user role, sharing rule. So not all users would need to have access to all pre-defined tags, instead, the admin can make certain tags available only to a certain set of users.

Need help?

Salesforce Labs

San Francisco, CA, USA

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