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Related pages:

• 🔧 Expose Many2Many to Users

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Set Up Many2Many for Salesforce Mobile

Many2Many can be set up from the web by following the instructions provided in Create a Tag Setting. Additional configuration is needed to optimize Many2Many for mobile users. 

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1. First things first: Ensure that your Tag Settings are set up correctly.

2. Navigate to the Object Manager from the Setup interface and select the object where M2M will be displayed. In our example, we’ll display it on the Account object.

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3. Navigate to “Buttons, Links, and Actions” on the left-side pane and click “New Action”.

   

4. Complete the fields as shown below. Please note the following fields are mandatory:

   1. Action Type: Lightning Component

   2. Lightning Component: tag:TaggingUI

   3. Height: 250px. This is the default value and may be customized.

   4. Label: Tag Contact to Account (or whatever the action is that you are configuring).

   5. Name: Tag_Contact_to_Account. This automatically populates when “Label” is inputted.

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5. [Optional] Customize the “Standard Label Type”, “Description”, and “Icon”, and click “Save”.

6. Navigate to “Page Layouts” and click on “Mobile and Lightning Actions” to drag and drop the Action you created in the Salesforce Mobile and Lightning Actions section (“Tag Contact to Account” action in our example).

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Create a Global Action

1. First things first: Ensure that your Tag Settings are set up correctly.

2. Navigate to the setup interface and type “Global Actions” in the “Quick Find” box. Select “New Action”.

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3. Complete the fields in the “Enter Action Information” pop-up:

   1. Action Type: Lightning Component

   2. Lightning Component: tag:TaggingUI

   3. Label: Many2Many (or something specific to your use case, such as “Tag Countries”).

   4. Name: Many2Many (or if customized, something like “Tag_Countries”).

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4. [Optional] Customize the “Standard Label Type”, “Description”, and “Icon”, and click “Save”.

5. Return to the setup interface and navigate to the “Object Manager” to select the Target Object where you’d like to display the M2M component.

6. Navigate to the Page Layout of the Target Object and click into “Mobile & Lightning Actions” where the Global Action you created will be displayed.

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7. Drag the Global Action to the “Salesforce Mobile and Lightning Experience Actions” header.

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