In Salesforce organizations created after the Winter ’14 release, feed tracking on cases and Case Feed actions and feed items are automatically enabled. 1. From Setup, enter SupportSettings in the QuickFind box, then select Support Settings. 2. Click Edit.
How do I set up the case feed?
The case feed is enabled via the Setup -> Customize -> Cases -> Support Settings -> Enable Case Feed Actions and Feed Items. Once this is checked, users have the case feed view or regular record view based on the "Use Case Feed" setting in their profile or assigned permission set.
How to set up chat in the Salesforce console?
Set Up Chat in the Salesforce Console in Salesforce Classic Compare Live Agent and Omni-Channel Routing for Chats Create a Basic Chat Implementation Chat Transcripts Set Up Omni-Channel Routing for Chats Accept a Message and Chat with a Customer Chat Routing Options Create Automated Chat Invitations Set Up Chat in Lightning Experience
How to view customer records in the Salesforce console?
View Customer Records in the Salesforce Console Set Up Chat with a Guided Setup Flow Monitor Your Agents’ Chats Chat Visitor Records Chat Button Settings Transfer Files During a Chat
How to use Salesforce knowledge?
Use Salesforce Knowledge Set Up the Knowledge One Widget Example Apex for Submitting Articles from Cases Verify Migrated Articles in Multiple Article Type Orgs Compare Article Widgets for Cases at a Glance Import Translated Articles Verify Migrated Articles in the Activation Stage Support Articles in Multiple Languages
How do I change case layout in Salesforce?
Customize the Contact or Case Record Page LayoutFrom Setup, in Object Manager, click the object whose layout you want to edit.Click Page Layouts, and then click the page layout name.Edit the layout and save your changes.
How do I edit a feed in Salesforce?
Enable feed post editing for custom ProfilesNavigate to. Classic: Setup | Manage Users | Profiles. ... Click on the custom Profile for which you want to enable feed post editing.In the 'System Permissions' section, click Edit.Select the edit feed post permissions that you want to enable. ... Click Save.
How do I change the case page layout in Salesforce lightning?
0:392:13Creating a Custom Case Page Layout in Service Cloud Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo add components to this case layout I'm going to go to the large gear icon and click Edit Page. OnMoreTo add components to this case layout I'm going to go to the large gear icon and click Edit Page. On the left hand side you can see a list of the Lightning components you can add to your case layout.
How do I customize a case in Salesforce?
Click Edit on the View Cases Page line.Select the Show View Cases Page box to allow users to view their open and closed cases.Select Add Comments to Cases to allow users to add comments to their cases. ... Select Add Attachments to Cases to allow users to upload files to their cases.More items...
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 .
How do I change the layout of my feed based page?
To convert the feed-based layout to a regular page layout, use these steps as a workaround.From Setup, click Customize, select the object, and click Page Layouts.Click New.Choose the existing feed based layout which will be cloned.Type a name for the new layout.Leave Feed-Based check box unchecked.Click Save.More items...
Where is Case Feed layout in Salesforce?
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.
How do I create a case page layout in Salesforce?
How to create a New Case Page Layout in Salesforce LightningOpen Salesforce Lightning!Click on "Setup" icon.Click on "Setup"Click on "Object Manager"5) Click on "Case"6) Click on "Case Page Layouts"Click on "New"Select "Case Layout" from the "Existing Page Layout" drop-down.More items...
How do I customize page layout in Salesforce?
Navigate to >> setup >> Object Manager >> select the object >> Page layout. Click on Edit button. Customize the fields in Record pages: Drag and drop required fields to the layout, as shown in the below picture.
What is case page layout in Salesforce?
When support agents work with cases in Case Feed, they use the case page layout. To specify the fields, tools, and functionality that support agents see when working with open cases, customize the feed view, detail view, highlights panel in the case page.
How do I customize the highlights panel in Salesforce?
Customize the Highlights Panel in Case FeedFrom the object management settings for cases, go to Page Layouts.In Page Layouts for Case Feed users, click. ... Hover your mouse pointer over the Highlights Panel until the. ... On the Highlights Panel Properties page, click a box to edit the fields in it.More items...
How do I add a field to a case in Salesforce?
Open object manager and find the case object. Open the Page Layouts tab, and edit the one that is used for this record type/profile. From there, you should be able to add any field you've created.
Use Case
Acme Entertainment creates online games used by more than a million people on multiple platforms. Acme’s 1500 support agents use desktop computers, laptops, and tablets, and the company wanted to customize the Case Feed page to standardize its look and feel across different devices.
Code Sample
This code sample shows a Visualforce page with custom Email, Portal, Log a Call, and Case Details tabs.
