This article will walk you through how to configure Tags for use in the Customers tab, C360 / R360, and in reports. You can use tags to create customer groups to compare and pinpoint segments within your customer base. For information on how end users can apply Tags to customer records, review this article.

Create/Edit/Delete Tags

Create/Edit/Delete Tags

To create Tags, navigate to the Setup menu.

  1. Click on Objects under App Setup > Create
  2. Click on Customer Info

In the Customer Fields & Relationships section, click on Tag.

From the Picklist Values section you can:

  1. Add New Tag
  2. Edit Tag
  3. Delete Tag
  4. Reorder List
  5. Replace

Build Reports on Tags

Build Reports on Tags

Admins can build reports and UI views with built-in filters for Tags.