Enable Users to View Tags | CRT211 Salesforce Certified Advanced Administrator

How to Enable Users to View Tags

Question

How do admins enable users to view tags? Select all that apply:

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

D.

Explanation/Reference: Click Your Name | Setup | Customize | Tags| Tag Settings.

Select Enable Personal Tags and Enable Public Tags to allow users to add personal and public tags to records.

Deselect both options to disable tags.

Specify which objects and page layouts should display tags in a lag section at the top of record detail pages.

The tag section IS the only way that a user can add tags to a record.

For example, if you only select account page layouts, users in your organization can only tag account records.

Additionally, If you only select account page layouts for personal tags and not public tags, users can only tag account records with personal tags.

To enable users to view tags, the following steps need to be taken:

  1. Enable Public or Private Tags:

    • Private tags are only visible to the users who created them, and the users they are shared with.
    • Public tags are visible to all users in the organization.
    • To enable either of these types of tags, go to Setup > Feature Settings > Chatter > Tags, and select the appropriate option.
  2. Add Tags to page layouts:

    • After enabling tags, they need to be added to the page layouts of the objects for which tagging is desired.
    • To add tags to a page layout, go to Setup > Object Manager > [Object Name] > Page Layouts > Edit > Related Lists, and add the Tags related list.

Therefore, the correct answer is D, "All of the above".