Salesforce's Summer '24 release introduced a feature that allows users to organize and find records more efficiently with personal labels. This feature enables users to create and apply their own labels to various records, such as Accounts, Campaigns, Contacts, Cases, and more. By using personal labels, users can easily categorize and track records based on their needs, whether for specific projects, regions, or campaigns. These labels function similarly to tags, making it straightforward to locate and manage records through custom organizational systems. Each user maintains their own set of labels, providing a personalized experience without impacting other users' views or setups.
Let’s say you have ten cases all related to a server being down. All these ten cases can be given the same label to easily track and resolve these issues. As another example let’s say there are ten customers that you work a lot with. You can mark these ten customers with a label called “Critical Customers”, for easy search.
Benefits of Personal Labels:
Tailored Organization: Personal Labels allow you to categorize records based on your unique preferences. Whether you're sorting leads by urgency, projects by phase, or deals by region, you can create labels that match your workflow.
Easy Retrieval: Finding records is simple. Enter the relevant label in the search bar, and all associated records will appear immediately.
SEnhanced Efficiency: With organized labels, you can spend more time on crucial tasks like closing deals and satisfying customers, rather than searching for information.
Steps to Implement Personal Labels:
Step 1: Click on App Launcher and find Labels.
Figure 1:Find and Open Labels in org from App launcher
Step 2: Create New labels As per your need.
Figure 2: Create new Labels in org.
Step 3: Assign records to labels.
Select records from list view and click on Assign Labels Button.
Figure 3: Assign records to labels you create.
Step 4: After saving the record is assigned to labels.
Figure 4: Records is assigned to Labels
Conclusion
Personal Labels in Salesforce Summer ’24 transform the way you organize and access your records. Try them out and see how they enhance efficiency and usability in your Salesforce experience. Organize better, work quicker, and stay organized with Personal Labels
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