In this blog, you will learn how to work with the Interest Tags - Browse Modal and Tag Category Hierarchy Visualization & Filtering features in Salesforce Financial Services Cloud, which make it easier than ever to search, assign, and manage client interest tags. These enhancements provide a streamlined way for wealth managers, bankers, and advisors to view multiple customer interests in one place, assign or remove tags during a client session, and explore the hierarchy of tag categories with greater clarity.
With persistent multi-tagging, users can save time while still capturing personalized details about each client. The improved visualization and filtering capabilities allow you to search tags by name, expand or collapse categories, and even sort tags within a hierarchy. Ultimately, these tools empower you to better understand client preferences and personalize engagement strategies effectively.
Interest Tags - Browse Modal
Persistent multi tagging, gives customers the ability to view and assign multiple customer interests We’re delivering a better search experience across tags and tag categories. Customers can better visualize and filter through the tag category hierarchy and it is easy to save and remove tags while in a session with a customer.
Tag Category Hierarchy - Visualization & Filtering
Click Filter by category to browse for Interest Tags.
It’s easy to see what tags existed, and what tags have been newly selected and you can search for the name of the tag that you might be interested in. You can easily open those hierarchies and collapse them as well.
By selecting a given category in this hierarchy, you can filter your current view by the Tags that are available to you. This will provide a list of all the Tags that exist in this category and even their children.
You can also sort by Tag name or Tag Category.
Summary
The Interest Tags Browse Modal and Tag Category Hierarchy Visualization & Filtering features in Financial Services Cloud simplify the process of capturing client interests. Users can assign multiple tags in one session, search and filter through tag categories, and easily visualize existing and newly added tags. The hierarchy view allows you to expand or collapse categories, filter tags by specific groups, and sort them for better organization. Together, these enhancements provide a more efficient and intuitive way to track and manage client interests, helping financial professionals strengthen client relationships with personalized insights.