Tagging Huddles for the “SalesHood for Salesforce Content App”


We improved our SalesHood for Salesforce Content App even further with the ability for coaches to tag huddles directly in the huddle or in the library.

What does this mean? If you have huddles that are key to your organization’s sales process they will now surface just-in-time within the plugin.

To tag a huddle from within the huddle, simply go to the “Overview” page of a published huddle and select “Manage Tags”.

From “Manage Tags” a dialog box will appear with all your pre-created Tag Groups. If you do not have the SalesHood for Salesforce Content App enabled, the dialog box will appear empty.

You can also tag the huddle from within the library by navigating to the huddle and then selecting the “…” next to the huddle name:

Then select “Tag” to update the tags:

Once you select the tags from the dialog then select “Update” then the huddle will appear in your SalesHood for Salesforce Content App when the tags match. You can also do this from the Library by clicking on the “…” ellipses of a huddle then “Tag”.

Note: For huddles to appear in your plugin, please update via AppExchange to the latest version.

Contact support@saleshood.com with any questions on how to setup the SFDC plugin for your company or learn more here .https://support.saleshood.com/knowledge-base/saleshoodsalesforce-content-management-app/

Tagging individual or multiple files is also available within SalesHood! See this article for further information!

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