We frequently hear requests from our customers about wanting the ability for users to easily "tag" contacts, and add them to certain groups. As it turns out, this feature actually already exists in Salesforce!
However, we’ve noticed that a lot of people struggle to find good information about how to use it. So we’ve put a handy guide together on how to do it! You’ll be tagging and grouping your contacts in just a few, quick steps.
Tagging Contacts in Salesforce
Salesforce has a great feature called Topics, saying on their help site that you can “use topics to group records by a common theme, and then use those topics to filter list views.”
Administrators can enable topics on just about standard or custom object in Salesforce. This allows users to easily mark certain records with a common tag. If I wanted to have a list of ten contacts that are IT Consultants, I can just add that topic to their record:
Then, the topic would be visible any time I went to that record:
Once I create a topic, Salesforce will remember that topic when I go to tag another contact:
I can then create a list view based off of that topic. That means any time I add that topic to a contact, it will automatically be in that list view:
This is a little known feature in Salesforce, but it makes dynamically assigning records to groups super easy. For more info on how to create and manage topics, see these resources: