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In a company, SDRs and AEs may need to track a lot of Leads and Opportunities on a daily basis. For Leads/Opportunities, they may need to contact the potential customers several times a day, and each contact may have some recorded messages and some notes made by themselves. For example, Client A needs to call back before the end of the day, Lead B did not get in touch today and needs to call tomorrow, Client C, and so on. Each SDR/AE must have their own techniques to optimize their workflow to maximize efficiency, so can we allow them to perform some tagging operations in the system, so that they can quickly define/retrieve the tags and put the right tags on them, and then through the tags they can see the relevant information? For example, SDRs may have some targets every day, how many cold calls they need to make, and some calls may not get through the company's requirement that they need to make another call in the afternoon in the morning, if SDRs can put a label on the Leads that have not been successfully contacted and have a list of them at a glance, it will also make it easier for them to operate in the system to avoid making manual records, in this case, we can make it easier for them to define/retrieve the label and see the relevant information through the label. In this case we can use the My Labels feature provided by Salesforce.
I. Labels Configuration
To use the Labels function you need to have access to the Label table, it is usually best to set CRUD permissions, which can be set through the Profile/Permission Set.
Configuring it is as simple as dragging the My Labels formation to the desired location on the corresponding lightning record page.
II. Demonstration of effect
1. Tagging of data
2. Here is a not so good design, when another user adds the same label for the same data, it will report an error that it has been assigned by someone else.
Summary:
1. Relatively easy to function, based on Tag for data management.
2. Tag management has some limitations, the layout is not user friendly enough, at least the type of data should be shown, for example, the list shows the record as Account/Lead etc.
3. Label naming as unique as possible, generic Label will lead to only one person can Assign, others will report errors.
4. Each person can create up to 20 Labels per Object, and each person can create up to 200 Labels.
Note that Label has limited extensibility and does not currently support any customization, so you need to know more about the limitations before using it.