Organise and Find Records Easily with Personal Labels
Now, you can organise and track your records more efficiently by adding custom labels that help you categorise records in a way that makes sense for your workflow.
Whether it’s by region, project, campaign, or anything else, these labels make it easier to stay organised and find what you need quickly.
Where: Available in:
- Lightning Experience
- Enterprise, Professional, and Unlimited Editions with Sales Cloud.
Easily Track and View Labelled Records
Users can now create their own set of personal labels, which are unique to each user. This means each user has complete control over how they label and organise their records. You can quickly view all records with a specific label and see the full list of labels you’ve created.
Supported Objects for Labelling:
- Account
- Cadence
- Cadence
- Step Tracker
- Call Script
- Campaign
- Contact
- Case
- Email Template
- Lead
- Opportunity
- Orchestration Work Item
- Task
- Custom objects
Note: Personal labels are separate from Topics, which can be seen by other users.How:Get Started with Labels in just a few steps:1. Add the My Labels component to your page layouts to easily view the labels you’ve added to records.2. Manage and view all your labels on the Labels home page.3. On the label’s record page, see the list of records associated with that label.
Key Limits:· Up to 20 labels per object and a total of 200 labels per user.· Each label can be assigned to up to 500 records.· Personal labels are separate from To Do List item labels (limit of 10 per user).· Labels don’t count against your organisation’s data storage limits.
Note: The Label object can’t be edited with the Object Manager, and the page layout for label records is also non-editable. Read more