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This version of Many2Many can only be installed and configured in Lightning Experience. To enable tagging in Classic, please refer to the /wiki/spaces/PROD/pages/13303826.

Installation

Version Name: Winter 2023 | Release Date: February 2023

  1. Install the Many2Many Package into your chosen environment using the following installation links:

    1. Install for Production

    2. Install for Sandbox

  2. Select which users you wish to install the package for (learn more here).

    1. You may choose to install for Admins only, for all users, or for specific profiles. We generally recommend installing for Admins only so that access may be opened up by custom permissions,  but this is entirely dependent on your organization’s use case.

  3. For security purposes, Salesforce requires you to activate MyDomain in order to use Lightning Components. Learn more about how MyDomain works and how to set it up here. Please note that it can take up to 30 minutes for MyDomain to activate, depending on the complexity of your system.

  4. Once the package is installed into your Salesforce instance, assign the Many2Many Admin permission set to the admin(s) who will be configuring Many2Many. This will give them modify access for all Many2Many objects (i.e. Tag_Settings__c).

Junction Object Configuration

Functionally, this tool creates a junction between two records of different objects. To use this tool, you may configure your objects in several ways (outlined below). The Tag Settings object, highlighted in red, is installed as part of the package.

From these object models, you can see that you'll need a many-to-many relationship between the two objects you want to use for tagging. This can be achieved through a separate junction object.

You should select one or any combination of the above object models based on the system’s overall data model. Many2Many currently supports two models, so you can make a decision based on reporting needs and/or object limitations.

One important consideration when creating the junction object is the /wiki/spaces/PROD/pages/87097387 that need to be in place.

Name Field: The junction object’s Name field must be set as an Auto-number field. Otherwise, if you set it as a Text field, you will need additional custom development for the Name to populate correctly on creation of each record.

Lookup to Tag Settings: You must create a lookup relationship between your junction object and the Tag Settings Object.

Archive Mode: If you decide to use Archive Mode on your tags, you will need to create two date fields on your junction object(s):

  • Tag Date: This field will populate with the date when a tag is added through the component and Archive Mode is enabled. If a tag is removed and then added again, this field will re-populate with the most recent add date.

  • Archive Date: This field will populate with the date when a tag is removed through the component and Archive Mode is enabled. If a tag is removed and then added again, this field will become blank until the tag is again removed.

Next Steps

Once the package is installed and you have configured each object correctly, you can /wiki/spaces/PROD/pages/87228473.

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