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: 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.