Custom tags in SalesHood are used to tag files and are created and managed by any coach or publisher.
The custom tags are associated to and correlate with the SalesHood/Salesforce Content Management app. By using the SalesHood/Salesforce Content Management app, the attributes and tags within SalesHood should match the fields and attributes within Salesforce.
To access the SalesHood/Salesforce Content Management app, please search and request for it on the Salesforce Appexchange or contact your SalesHood customer success manager, sales rep, or by contacting email@example.com.
* SalesHood does not support free-form tags.
Files can be tagged using these three methods in SalesHood…
Method 1: As the file is uploaded into SalesHood
Step 1: Upload the file into SalesHood. After it’s uploaded, select the files individually or through multi-select.
Step 2: To the right, there is a Custom Tag area. This area shows all the tags that have been set up. (Please click here to learn how to create or edit custom tags).
Step 3: Hover over the attributes to see the [pencil] icons. Click on them and select the values to tag the files.
Method 2: While viewing the file
Step 1: Select the file you want to tag within SalesHood.
Step 2: Select the Information tab on the right side.
Step 3: Underneath the Information tab is the Custom Tags section.
Step 4: Hover over the attributes to see the [pencil] icons. Click on them and select the values to tag the files.
Method 3: Selecting the file in list view within a category/subcategory
Step 1: Navigate to the category or subcategory where the file resides in
Step 2: Click the Sort by icon to the top right of the page, then select List View
Step 3: Find the file then click on the checkbox to the far right. (Please note: You can select multiple files to bulk tag.)
Step 4: The Tags icon is to the top left of the page. Click on it to continue and the tags option should pop up
Step 5: Hover over the attributes to see the [pencil] icons. Click on them, then select the values to tag the files.
Please Note: If you are changing the tags of multiple files, the tags you select will overwrite any existing tags on those files with the changes selected.