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 support@saleshood.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: Via the Library

Tags can be updated individually or in bulk via the Content Library either by selecting any number of individual content.

Individual Tagging

Step 1: Navigate to the Library by clicking on the Content icon in the left menu and selecting Library

Step 2: Locate the content you wish to edit and click on the “…” in the top right of the icon. Select Tag from the drop menu.

Step 3: In the Update Tags window, the Tag Categories you have created can be seen. Click on the box under the Tag Category, then search and select the names of the tags.

Step 4: After the tag values are selected, click on the Update.

Bulk Tagging

Step 1: Navigate to the Library by clicking on the Content icon in the left menu and selecting Library

Step 2: Select any Content within the Library by hovering and clicking on the check box found on the left side of the content or folder.

Step 3: After selecting your desired content, click on the Update Tags button in the blue bar at the top of the Library screen

*Note: Folders cannot be selected to bulk edit tags

Step 4: An Update Tags pop up will appear on the screen which will give you the following options:

1. Add Tags – Add to additional tags to the existing tags assigned to the content
2. Remove Tags – Remove tags assigned to a piece of content
3. Override All Tags – The selected tags will replace the current tag assignments on the content

Select one of these action options.

Step 5: Below these options the Tag Categories you have created can be seen. Once you have selected your action, click on the box under the Tag Category, then search and select the names of the tags.

Note: If you are Removing Tags it doesn’t matter if the content you have selected all don’t share the same tags. Any tags selected will be removed if they are assigned to your selected content.

Step 6: After the tag values are selected, click on the Update.