Using Topics to Organize Records in Lightning Experience

Using Topics to Organize Records in Lightning Experience

Last Updated on October 18, 2021 by Rakesh Gupta

Topics for objects offers a powerful way to crowdsource your company’s key themes and issues. Users can add topics to records to organize them by common themes. When users search for topics, records that they have access to that are tagged with the topic appear in results.

Topics helps to organize records in a better way and make search easier for you. To use Topics for objects Chatter is not required to enable. Administrators must choose which objects to enable. It’s available in all editions. Administrators must choose which custom objects to enable.

Enable Topics for Objects

System Administrator can enable Topics for Objects for Accounts, Assets, Campaigns, Cases, Contacts, Contracts, Files, Leads, Opportunities, Order, Solutions, Tasks, English Articles and Custom objects.

Perform the following steps to enable Topic for Account object:

  1. Navigate Setup | Feature Settings | Topics | Topics for Objects.
  2. Select Account object.
  3. Select Enable Topics option.
  4. The next step is to select few Text fields that you want to use for topic suggestions. In this scenario, I am going to select the following fields:
    1. Account Site
    2. Account Name
    3. Billing Address
    4. Phone
  5. Click Save.

Add Topics to Lightning Records Page

Now we are ready to use Topics for objects for account records. Our next step is to add Topics Component to Account lightning record page:

  1. Navigate to Setup | Object Manager | Account | Lightning Record Pages and Edit the right page.
  2. Drag and drop the Topics standard component into place where you would like to add the chart.
  3. Optionally, you can specify the following details:
    1. Placeholder Text: A prompt inside the add topics field to encourage users to enter topic names. It also support Custom Label.
    2. Number of Topics Shown: Choose how many topics to show on the record pages. Records can have up to 100 topics.
  4. Click Save.
  5. Click Activate.

Use Topics for search

You can use Topics to filter your list view. In the List View creates a new view and in filter criteria use topics as shown in below image.

Click on Save button and it will show all records that tagged with Topic KeyAccount.

Things to Remember:

  1. Tags can only contain letters, numbers, spaces, dashes, and underscores, and must contain at least one letter or number.
  2. . As you enter new tags, up to 10 tags that have already been defined are displayed as auto-complete suggestions.
  3. The list of suggestions changes to show only those tags that match the prefix you have entered.

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15 thoughts on “Using Topics to Organize Records in Lightning Experience

  1. Hi Rakesh,

    I have a old dev version. I want to enable Topics for object but I dont find “Topics for object” link under Topics. I see only Topic Triggers and TopicAssignment Triggers link.
    I have admin rights on sandbox.
    Can you please help me to see this link.

    Thanks,
    Javed Nehal

      1. Hi Rakesh,

        Thanks for your prompt reply.
        I can’t see in my developer edition subscribed for my practice even. Any solution to get that enabled in dev edition.

        Thanks,

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