Customizing Salesforce.com Record Tags for Personalized Data Organization | Exam ADX-201

Salesforce.com Record Tags: Personalized Data Organization | Exam ADX-201

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Question

_________ are words or short phrases that users can associate with most Salesforce.com records to describe and organize their data in a personalized way?

Answers

Explanations

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A. B. C. D. E.

B.

The correct answer to the question is B. Tags.

Tags in Salesforce are words or short phrases that users can associate with most Salesforce records to describe and organize their data in a personalized way. Tags can be used to classify records, making it easier for users to find the information they need. Users can assign multiple tags to a single record, and tags can be used to filter search results and reports.

To create tags in Salesforce, users must first enable tags in their organization by going to Setup > Customize > Tags > Settings. Once enabled, users can create tags by going to any record detail page and entering a tag into the Tags field. Users can also add tags to multiple records at once by selecting the records they want to tag and then entering the tag into the Tags field in the list view.

Users can view and manage their tags by going to their personal settings and clicking on "Tags" in the left-hand navigation menu. From here, users can see a list of all their tags, as well as the number of records associated with each tag. Users can also rename or delete tags, as well as merge tags that have similar names.

Overall, tags are a useful feature in Salesforce that can help users organize and find their data more efficiently. By using tags, users can easily classify and group records according to their own personal preferences and workflows.