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Hi all! I am researching utilizing new means of allowing my support team to record the # of contacts that reach out for assistance due to a product issue / bug / etc. in a way that is more flexible than case statuses, as at this point we would be adding a bit too many. Topics seems like a great solution for this. I found this site that notes we can create custom reports but I am hesitant to say this functionality is available due to the difficulties everyone else seems to be experiencing when attempting to report on topics and the related objects. Can anyone confirm the instructions here work and/or that you can report on topics and objects together in a custom report?

 

https://www.simplysfdc.com/2021/10/salesforce-topic-in-lightning.html

 

@Reports & Dashboards

 

#Topics for Objects #Topics Vs Tags

11 answers
  1. Feb 23, 2024, 8:23 PM

    Hi Ines!

     

    No worries. I found the solution here. The permissions for Topics (Tag Names) lies within System Permissions. To report on Topics, I needed to find the Object Permission for TagNames (not Topics) which is where the confusion was. Thanks for being willing to help though! :) 

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