Configuring Tags

Tags are like labels that you allocate to accounts and account segments for filtering purposes. A user can use specific tags in a query to fetch a filtered list of accounts.

The Tags object exists in Salesforce by default and the Apps Managed Package during its installation adds its layer of configuration on it for Pitcher use.

This chapter explains the creation and configuration of tags.

Access Tags Object and Tab

To access the object:

Log in to Salesforce.
In the App Launcher, find and click Tags to navigate to the Tags tab.

The Tags tab provides a grid layout that contains a list of all tags defined in the system. You can click on any of them to view the Tag details.

Create a Tag

To create a tag:

In the Tags tab, click New.
In the Tag Details page that appears, set the following fields to configure your Tag meta-details:

Field	Instruction and Description
`Tag Name`	Enter the name of the tag.
`Parent`	Search and select a parent tag during a child tag object definition.
`Type`	Select `Account Segment` from the dropdown.
`Allocation`	Select `Account` from the dropdown.
`Allocation Logic`	Select `AND` or `OR` operator based on how you would like to allocate the tag to accounts in the next step.
`External ID`	Enter an external identifier for the tag.
`Technical Status`	Select the status you would like this tag to display in the system after it gets created.
`Unique ID`	Enter a unique identifier for the tag.
`Record Type ID`	Enter the identifier to map a record type to the tag.
`Tag (Template)`	Select a predefined template if you want map this tag to it.
`Sharing Code`	Enter a sharing code that can be used later to share the tag.
`Created By ID`	Enter your user identifier.
`Owner ID`	Enter the identifier of the user who would own this tag.
`Last Modified By ID`	Use this field to enter your user identifier if you are editing the tag post its creation.

3. Click Next to create the new tag record in the system.

4. On the Tag Allocation page, you can either allocate the tag on an individual account level or you can allocate it to a group of accounts (segment) based on certain account attributes.

For individual account allocation:
1. Either in the Account tab, search and select an individual account in the Account field and set a Rule to either Include or Exclude the tag allocation on the selected account.
  Or, go to the Account Hierarchy tab, select an individual account in the Account field and enable inheritance to all its related accounts.
2. Click Save to add the record in the Allocation section below.
3. Follow these steps again to add another account allocation record, if needed.

Allocating tag on an individual account level

For account segment allocation:
1. Go to the Segment tab and allocate a tag to accounts based on Account Attribute or a Tag Group.
2. Click Save to add the record in the Allocation section below.
3. Follow these steps again to add another segment allocation record, if needed.

Allocating tag on an account segment level

5. Click Next.

6. On the Actions page, take any necessary actions as needed and click Finish.

Edit a Tag

To edit a Product:

In the Tags tab, click the tag you wish to edit.
On the Tag Details page, click Edit.
Do the required changes and click Save.