Topic is another Salesforce feature that is probably not as well-known, but with proper governance and maintenance, it can be a useful tool for organizing posts and records. Topics are case-insensitive.
Where to add Topics?
The topic is enabled by default for Chatter Post in Lightning. The topic can also be enabled for objects; follow this link to enable it.
To add topics in a Chatter post:
- start with # continue with the topic, for example, hello world, hit enter key then continue with the post, in this case, the topic is 2 words - hello world.
- You can have multiple topics in the Chatter port.
- As you type after #, the system will look for existing topics, and you can simply select the existing topic.
To add topics to a record object:
- Do not need to start with a #; just type the topic and hit Enter when done.
- Need to type in the Topics component in Lightning. See the post below for the Topics component.
- You need to have edit permission on the record to be able to add topics to that record.
- Same with adding topics in the Chatter post, you can add multiple topics for a record, also as you type, the system will look for existing topics and you can simply select the existing topic.
If you open a topic, the topic in the Chatter post will show under Feed, while topics added to records will show under the Related tab.
Topics Component
Once you have enabled Topics for an object, you need to add the component to the Lightning page, so your users can use it.
Reporting
You can run a Topic report to view usage, including related records. You need to create a custom report type with Topic Assignment as the primary object.
If you do not have access to the record, you will not see the topic in the report either.
Search
You can search for a topic in the global search box; you do not need to add # before the topic. See the screenshot below; the one at the top is correct.
Deleting Topics
Only users with the Delete Topics permission can delete a topic; this applies only to topics related to a record (not to topics related to a Chatter post). Once the topic is deleted, topics added in the related record will be removed.
Remove Topic from a Record (Un-tagging)
This is just removing the tag from one specific record.
Example:
On Opportunity A, remove #DataQuality, the topic still exists. Other records with that topic are unaffected.
Who can remove a topic from a record?
- The record owner
- Users with edit access to the record
- Admin
You do NOT need “Manage Topics” to remove a topic from a single record.
Reference:
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