The latest Salesforce Summer ’24 update introduces an exciting feature called Personal Labels. Imagine them as vibrant sticky notes for your records, enhancing your ability to organize your data uniquely and efficiently. Here’s why Personal Labels are about to become your favorite Salesforce tool.
Discovering the Magic of Personal Labels
Personal Labels are like magic markers in Salesforce. They let you tag records with your own special labels. No more digging through folders or getting lost in a sea of data. With Personal Labels, you’re the boss of how things are organized.
The Benefits of Personal Labels
Customized Organization: Personal Labels enable you to organize records according to your personal preferences. Whether you need to sort leads by urgency, projects by phase, or deals by region, you can create labels that align with your workflow.
Quick Retrieval: Finding records becomes a breeze. Just type in the relevant label in the search bar, and watch as all the associated records appear instantly.
Increased Efficiency: With everything neatly labeled, you can devote more time to essential tasks like closing deals and delighting customers, rather than spending time searching for information.
Getting Started with Personal Labels
Simple Label Creation
- Craft Your Labels: Navigate to any record and find the “Labels” section. Add a new label with a name that fits your needs, giving your record a personalized identifier.
Assign Your Labels: Tagging records is straightforward. Open a record, go to the “Labels” section, and select the appropriate labels. It’s as simple as categorizing your belongings.
Efficient Record Retrieval
Use the search bar in Salesforce to locate records based on your labels. Type the label name, press enter, and your tagged records will be at your fingertips.
If you want to know more, please refer to this article : Find Records Easily with Personal Labels
Expert Tips for Effective Labeling
- Keep It Intuitive: Choose naming conventions that are easy to remember. Simplicity is key.
- Regular Maintenance: Periodically review your labels to ensure they are still relevant. Remove obsolete labels and keep your system tidy.
- Team Sharing: While Personal Labels are for individual use, sharing your labeling strategies with your team can promote a cohesive and efficient work environment.
Limitation
You can add labels to records on these objects.
- Account
- Cadence
- Cadence Step Tracker
- Call Script
- Campaign
- Contact
- Case
- Email Template
- Lead
- Opportunity
- Orchestration Work Item
- Task
Conclusion
Personal Labels in Salesforce Summer ’24 revolutionize how you organize and retrieve your records. Give them a try and experience the enhanced efficiency and ease of use they bring to your Salesforce experience. Organize smarter, work faster, and keep your sanity intact with Personal Labels!
