Apply administrator-defined tags to Salesforce Account records with role-based access controls.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFree
DEPLOYMENTCloud
CATEGORYAdmin and developer tools
UPDATED ON MARKETPLACE
TagItApp — screenshot from the Salesforce AppExchange listing

What it does

Lets Salesforce admins create a fixed list of tags for Account records representing prospects or customers. End users can apply tags from that list but cannot create new ones. Tags use a custom object, so access can be controlled with user roles and sharing rules. Read-only Account users can view tags, while read/write users can add or remove them.

Key capabilities

from the Salesforce AppExchange listing

Predefined tag lists

Admins can create a fixed list of tags that end users can apply to Account records.

Controlled tag access

Admins can restrict selected tags to specific users through roles and sharing rules.

Account tag permissions

Read-only Account users can view tags, while read/write users can add and remove them.

Tag display options

Tag categories can be hidden, tags can use colors, and type-ahead functionality is available.

Who it's for

Salesforce admins and users working with prospect or customer Account records.

In the catalog

464 plugins in Salesforce Platform · Admin and developer tools

Price distribution: 274 free, 25 freemium, 165 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

More from Salesforce Labs

Similar plugins in Salesforce Platform · Admin and developer tools

View all 464 →

What the vendor says

«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 …»

Official marketplace listing

Publisher
Salesforce Labs
Updated on marketplace
Facts verified