The Tags screen manages the platform-wide tag catalog — the single set of tags you can create, rename, and archive for use across platform objects. This is distinct from any module-scoped tagging documented elsewhere, such as how tags are used to assemble change sets, which the Change Sets docs cover on their own.
Overview
Tags live under Settings › Change Sets › Tags. The manager lists your tags with search, sort, and a filter to view Active Tags, Archived Tags, or all. "New Tag" creates one — a tag is just a Name. From a tag's row you can open its details, "Edit" (rename) it, "Archive Tag", or "Restore Tag". Renames are tracked in the tag's activity ("Renamed tag from <old> to <new>").
Use Cases
Standardize labels across platform objects so they can be found and filtered consistently.
Retire outdated tags without losing their history by archiving rather than removing them.
Enforce a tagging policy that requires selected platform objects to carry a tag as soon as they're created.
Jump from a tag's details page straight into a new change set pre-filtered to that tag.
Track how a tag has been used over time through its Tag Activities history.
Managing the Tag Catalog
Parameter | Description | Example |
|---|---|---|
Name* | The tag's name — the only field a new tag requires. | "Q3-Migration" |
Use the Active Tags, Archived Tags, and search filters to find a tag quickly. Opening a tag's row exposes "Edit" for renaming it — renames are recorded in the tag's activity as "Renamed tag from <old> to <new>" — alongside "Archive Tag" and "Restore Tag".
A Tag's Details Page
Opening a tag shows everything carrying it: a table of the tagged assets, filterable by asset class, plus the tag's activity history — Tag Activities — covering when the tag was added to or removed from assets, renames, and archive/restore events. From the header you can archive or restore the tag and start a new change set pre-filtered to this tag, the fastest path from "this feature's tag" to "a change set containing its assets."
Archiving and Restoring a Tag
"Archive Tag" retires a tag without deleting its history — archived tags are kept under the Archived Tags filter and marked with an Archived pill on their details page. "Restore Tag" brings one back.
Note:
If you act on an archived tag where an active one is required, you'll be asked to confirm: "You're currently viewing an archived tag. Proceeding will Unarchive it & will create a changeset." Proceeding restores the tag and takes you into a new change set for it.
Enforcing a Tagging Policy
The Tags area's Settings tab holds the Tagging Policy with an "Enforce Tagging" toggle — "Require tags when creating selected platform objects." When enabled, choose the scope.
Mode | Description | Business Use Case |
|---|---|---|
All (All Objects) | Enforce tags across all platform objects. | Guarantee every new object on the platform carries at least one tag. |
Custom (Custom Selection) | Enforce tags only on chosen platform objects. | Require tagging only where it matters most, without adding friction to every object type. |
For Custom, you then pick the Platform Objects where a tag becomes a mandatory field. "Save" applies the policy ("Tagging policy saved successfully"); "Discard Changes" reverts your edits. Use this to guarantee new assets are always tagged — which keeps change-set assembly reliable.
Notes
Archive a tag instead of trying to remove it — the catalog exposes Archive and Restore, not permanent deletion, so its history and past associations stay intact.
Rename tags deliberately, since every rename is recorded and visible in the tag's activity log.
Turn on Enforce Tagging early for object types where consistent tagging matters, rather than retrofitting tags after volume grows.
Use a tag's "start a new change set pre-filtered to this tag" shortcut instead of manually hunting for tagged assets.
Confirm you mean to unarchive before acting on an archived tag — doing so both restores it and creates a change set.