Description A user may have noticed that when he creates a Task or logs a call on a Case record, it doesn't appear on the Case Feed. But if you go to the Activity Related List of the record, you can see the Task was created. The Case Chatter Feed just shows up blank and is not displaying anything.
Full Answer
How to enable case feed actions and feed items?
Ensure "Enable Case Feed Actions and Feed Items" is enabled under support settings. To modify Support settings : Go | Setup | Customize | Cases | Support Settings. for me it worked when i added Send Email Action from the lightning quick action button on the page layout . it wasn't case.sendemail just the sendemail one.
How do I change the detail view of a case feed?
Select Use Page Layout Editor to Configure Actions. Click Save. For a layout in the Case Page Layouts section, click Edit. For a layout in the Page Layouts for Case Feed Users section, click [Case feed layout expand button] and choose Edit detail view. (This section appears only for organizations created before Spring ’14.)
How do I monitor record feed engagement on standard and custom objects?
You can monitor Record feed engagement on Standard and Custom Objects by creating a Custom Report Type with the object's feed as the secondary object.
How do I add actions to a case feed in Salesforce?
Enable Case Feed Actions and Feed ItemsFrom Setup, enter Support Settings in the Quick Find box, then select Support Settings.Click Edit.Select Enable Case Feed Actions and Feed Items .Click Save.
What is the capability of case feed Salesforce?
Case Feed streamlines the way you create, manage, and view cases. It includes case actions like creating case notes, logging calls, changing the case status, and communicating with customers in a Chatter feed.
What is case feed component in Salesforce?
The Case Feed component shows a Chatter feed of all case interactions, including Chatter posts, case emails, questions related to the case, and attachments. Note This component was retired in all Salesforce orgs in the Summer '19 release.
How do I change my case feed layout?
From the object management settings for cases, go to Page Layouts. How you access the Case Feed Settings page depends on what kind of page layout you're working with. For a layout in the Case Page Layouts section, click Edit, and then click Feed View in the page layout editor. and choose Edit feed view .
What is the function of the case feed?
The Case Feed is a powerful tool that will improve your Service Agents productivity and reduce a lot of the navigation and clicks they have to do with the standard Case layout. It's extremely customizable and using Visualforce, extendable even beyond the out-of-the-box functionality I described above.
How do I enable feed tracking in Salesforce?
Let's enable feed tracking for the contact object and add some additional fields to track.From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.From the list of objects, select Contact (1).Select Enable Feed Tracking (2).Select up to 20 fields (3).Click Save.
How do I customize a feed in Salesforce?
Create and Edit Feed Layouts in Case FeedFrom the object management settings for cases, go to Page Layouts.How you access the Case Feed Settings page depends on what kind of page layout you're working with. ... Choose the tools, components, and options for your feed view page.Click Save.
How do I add an email to a case feed in Salesforce?
From Setup, click the Object Manager tab. Select Cases, and open the Buttons, Links, and Actions setup page. Click New Action. For Action Type, select Send Email.
What is Chatter feed in Salesforce?
Salesforce Chatter Feed is an interface wherein you and other Chatter users in your org can view profiles, updates, status messages, topic detail pages, on record detail pages, objects, and groups. Posts of people you follow on Chatter, as well as your own posts, can be seen on your Chatter feed.
How do I change case layout in Salesforce?
Customize the Case Compact Layout If desired, add or remove fields from the Case compact layout. From Setup, in Object Manager, click Case. Click Compact Layouts, and then click Student Record. Edit the layout and save your changes.
How do I add a tab to a feed in Salesforce?
Click Feed View from the console above. Scroll down to Feed Filter Options section. Select the name of the tab under 'Available' column and click Add (for example, All Update). Click Save to close Feed View layout.
What must you do to get started with case feed in lightning experience?
Before you can use case feed in Lightning Experience, you must recreate the Change Status publisher as a quick action. Make it simpler for agents to reassign cases in Lightning Experience by adding an Update a Record quick action to the case page layout.