Slaesforce FAQ

how to auto follow cases in salesforce chatter

by Ernestina Ledner Published 2 years ago Updated 2 years ago
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1. Confirm that the case Owner field on Cases is being tracked for changes. 2. Confirm under the user's Chatter settings that they should follow records automatically

If you want to automatically follow such records, you can enable auto-follow in your Chatter Settings.
  1. To open your personal settings, click your profile image at the top of the page, and then click Settings.
  2. Enter My Feeds in the Quick Find box, then click My Feeds.
  3. Select Automatically follow records that I create .

Full Answer

What can you do with Salesforce Chatter?

Here are the main things you can do with Salesforce Chatter: Post updates or comments in Groups or on a record. Share files and links. Post polls. Create draft posts to share later. View Chatter Feeds for past activity relating to a specific record, or across your organization.

How do I view all users and Records in Salesforce Chatter?

Note When your Salesforce admin enables Chatter, you automatically follow some users and records in your org. In either list, click Show All to view the full list in alphabetical order. Use the Next and Previous links to see more of the list. Optionally filter the Following list by people or objects, for example, accounts or files.

Where can I see who is following me on Salesforce?

Available in: Salesforce Classic ( not available in all orgs) Available in: Group, Professional, Enterprise, Performance , Unlimited, Contact Manager, and Developer Editions View the Following and Followers lists on your profile to see who, what, and how many items you're following, and who’s following you.

What is Salesforce Chatter by christchristine?

Christine is the Salesforce Evangelist at Salesforce Ben. She is a 6 x certified Salesforce MVP, a regular speaker at Salesforce events, and leads the Bristol Salesforce Admin group. Salesforce Chatter is a collaboration tool built into the Salesforce user interface.

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How do you follow on Chatter?

Follow a PersonClick the Chatter tab.Click the People heading. A list of other Salesforce users appears.Click the Follow link for the person you want to follow.

What do I follow on Salesforce Chatter?

To follow the person or record from the menu, click What I Follow. Note You can find streams in Lightning Experience on the Chatter home page. In Salesforce Classic, you can see the people and records that you follow and the people who are following you.

How do I follow a case in Salesforce lightning?

The user can click the Follow button on the Case (in the Chatter Feed area) and they will be notified of any of the feed updates. You can then control which field changes cause a feed update by using the Setup > Feed Tracking page and selecting the Case fields.

How do I add a Follow button in Salesforce?

To enable 'Chatter Feed Tracking' in Classic UIFrom Setup, click Customize | Chatter | Feed Tracking.Select an object (for example, Leads, Contact, or Accounts)Select Enable Feed Tracking.Click Save.Navigate to a list view or record page for the enabled object. The 'Follow' icon should now be present.

What do I follow my Chatter feed?

We changed the way Chatter selects posts for your news feed, 'What I Follow'. Previously, if you followed a person in Chatter, everything that other people posted to that person's profile showed up in your news feed. With the new 'Follow' feature, you no longer see updates from people you don't follow.

How do I find followed cases in Salesforce?

If the Salesforce console is set up, view case lists by selecting Cases from the navigator tab (if Cases is available). Click Edit or Del to edit or delete a case. to follow or stop following a case in your Chatter feed. Click New Case or select Case from the Create New dropdown list in the sidebar to create a case.

How does follow button work?

The Follow Button component lets users follow topics, articles, and other users. In the Page Editor, you can configure the follow button component on the User Profile, Article Detail, and Topic Detail pages. This component lets users follow other users, articles, or topics.

What is feed tracking in Salesforce?

Feed tracking detects changes to tracked record fields and posts them as updates in the What I Follow feed. Users who follow a record, see those updates in their view of What I Follow, with one exception. Updates users make themselves aren't posted to What I Follow. Users can see those updates in their profile feeds.

How do I enable 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 do I follow feed?

Users will see FTCs in their 'What I Follow' feed for the people and entities that they follow but not for the changes that they make themselves. Users can review the FTCs that result from their own actions in their Profile feed.

How are chatter comments realised?

Chatter comments are realised via two objects: FeedItems (top level comment) and FeedComments (response to a top level comment). So, to start we need to build a trigger for each:

What is response handling?

Response handling is an important part of building automations for a help desk. Email responses can be handled declaratively, but chatter comments are a bit trickier. Here’s an example for email-based support that I’ll show you how to replicate for chatter responses:

Salesforce Chatter Features

Salesforce Chatter offers many features to boost collaboration between users. Chatter’s functionality mirrors that of a social media platform, with tagging, @mentioning, and more.

What is a Chatter Feed?

A Chatter Feed is a list of published posts. Chatter Feeds can be accessed from either:

Chatter Groups

Chatter Groups allow particular sets of users to collaborate on Salesforce. Groups have three visibility settings:

Chatter Email Digest

When you join a Chatter Group or decide to “Follow” a colleague, you will receive email notifications on their Chatter activity.

Chatter Feed Tracking

Chatter Feed Tracking on a record will display polls, posts, comments, and record updates. For record updates to appear, feed tracking must be enabled.

Attach Files

When a file is attached to a record, it is also added to the Notes and Attachment related list and stored in Files.

Salesforce Topics

You can create and add topics in Salesforce to Chatter posts or records; topics are added by including a Chatter post hashtag.

What happens when you follow someone on chatter?

Now anything posted by people you follow will appear in your Chatter feed .

Can you follow people in Salesforce?

You can follow people, records, and other things that interest you in Salesforce; anything you follow will appear in your Chatter feed.

What is Salesforce Stack Exchange?

Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. It only takes a minute to sign up.

Can you use autolaunched flow?

You can use an autolaunched flow to do this . Have the flow create an EntitySubscription record when you conditions are met. The triggering workflow would manage your criteria and pass the record ID into the flow.

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