You are currently viewing How To Access And Install Pin Tags?

How To Access And Install Pin Tags?

Pintags Demo

Visit AppExchange and type in “Pin Tags”. You will then need to select the app and click on “Get it now”.

pintags Demo 2

Now, you will have to accept the terms and conditions. Thereafter, click on “Confirm and Install”.

pintag Demo 3

Make the appropriate selection and click on install and then click on done.

Pintag Demo 4

You will get directed to the above-installed packages’ page.

Now, click on “Add Users”.

Pintag Demo 6

You now have to choose the user from “Available Users” and then click on the “Add” button.

Add Pin Tags component to SObject Page

You can add the Pin Tags component to the record detail page of any object.
You need to visit the Account tab and open an Account record if you want to add the Pin Tags component to the Account Object.

pintags Demo 7

Go to Setup (gear icon) on the upper right corner to add the Pin Tags component and then select the Edit Page button from the dropdown list.

You can add the Pin Tags component after selecting the Edit page by dragging it from the menu on the left side. You will then need to drop it over the place on the page where you want to add it. Thereafter, you can select the component you want to add from the dropdown list on the right side. After this, you will have to choose the name of the component from the right side.
When you install it, you must use a domain in order to get custom components. Add the “PIN TAGS” component and select another component from the drop-down if you want to add more components.
After adding your tag component on the detail page, click on the Save button and then the Activate button.
Grab the Pin Tags app now!

Ajay-Dubedi

Ajay Dubedi

CEO | Founder

“Ajay Dubedi, the Founder and CEO of Cloud Analogy, is a prominent Salesforce Sales, Service, and Marketing cloud Consultant with a rich expertise in handling challenging business models. Ajay has assisted and implemented solutions in industries comprising Banking, Health Care, Networking, Education, Telecommunication and Manufacturing. For the last many years, Ajay has been instrumental in passing on his vast knowledge among his colleagues and strongly believes in harnessing an atmosphere of encouragement, empowerment, and mutual advancement. Ajay is globally acclaimed for his extensive experience in APEX Programming, VisualForce pages, Triggers, Workflows, Page Layouts, Roles, Profiles, Reports & Dashboards.”

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