Slaesforce FAQ

how to enable feed tracking in salesforce on reports

by Lysanne Turcotte Published 2 years ago Updated 2 years ago
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  • 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. After you save your changes, the number of tracked fields appears in the Tracked column next to Contact (1).

Full Answer

What is feed tracking in Salesforce?

Describe what feed tracking is. Enable and configure feed tracking for an object. Feed tracking in Salesforce highlights changes to records by automatically announcing them in the record’s feed. Here’s an example of a work order feed with a feed tracking post (1) announcing a change to the work order’s status.

How do I enable feed tracking for a contact?

From the list of objects, select Contact (1). Select Enable Feed Tracking (2). Select up to 20 fields (3). Click Save. After you save your changes, the number of tracked fields appears in the Tracked column next to Contact (1).

What fields are tracked by default when I enable feed tracking?

Here are fields that are tracked by default when you enable feed tracking for: Sharing rules and field-level security determine visibility of record changes in Chatter feeds. Users must have access permission to a record to see changes to that record in their feed.

Why do I need a mobile view of feed tracking?

Your mobile view of feed tracking makes it easy to see what's changing anytime, anywhere.

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Can you report on feed tracking in Salesforce?

Use this Custom Report Type to report feed activity for all standard Objects (excluding Tasks and Events) that have feed tracking enabled (such as Accounts, Cases, Leads, Opportunities, and Custom Objects). You'll also be able to track the number of feed edits and see what type of users are editing feeds.

How do I enable feed items 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.

How does feed tracking work 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 report a case feed in Salesforce?

0:114:02How to Create Chatter Feed for Objects Report - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe can accomplish this through a custom report type. So in setup narrow down to report. Types thenMoreWe can accomplish this through a custom report type. So in setup narrow down to report. Types then we'll create our new custom report type for the primary object. We'll pick who's chatter feed we're

What is the difference between feed tracking and history tracking?

Feed Tracking It won't show modified values and old values for Multi-Picklist and Long Textarea fields. History tracking shows the following: Prior value - old value. Current value - value.

What is Chatter feed tracking?

Chatter allows you to set Feed Tracking settings for objects you're following on Chatter. Feed Tracking allows you to get real-time notifications about changes to particular objects in the interface. You may do Feed tracking by following this path: Setup > Customize > Chatter > Feed Tracking.

How do I enable field tracking in Salesforce?

From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. ... Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. ... Choose the fields you want tracked.More items...

What is the difference between feed tracking and field history tracking in Salesforce?

You can enable field history tracking for custom objects in the object's management settings. You can turn off field history tracking from the object's management settings. Using Feed Tracking, users can see updates for records they follow in their Chatter feed. We can track only up to 20 fields per object.

How do I turn on Chatter feed tracking?

Enable Feed Tracking For ChatterIn Setup, enter Feed Tracking in the Quick Find box.Select Feed Tracking under Chatter in Feature Settings.Select Sales Agreement from the list of objects in the side panel.Select the check box Enable Feed Tracking and click Save.More items...

What is Salesforce report feed?

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.

What is Salesforce case feed?

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.

How do I add an action feed email in Salesforce?

Create the Send Email quick action.From Setup, click the Object Manager tab. ... Click New Action.For Action Type, select Send Email.For Standard Label Type field, select a label for this action. ... The Name field is auto-filled. ... In the Description field, describe what this quick action does. ... Click Save.

What is feed tracking?

The records that you work with from day-to-day have lots of fields of information. For example, an account has fields for an account number, owner, name, and parent account. Often, it’s useful for your users to be notified when a field value changes—an account gets a new owner or its name is revised. That’s where feed tracking comes in. It lets you select the record fields to follow. When a tracked field changes, it triggers both Chatter posts and email notifications. Feed tracking makes it easy to see changes to critical records anytime, anywhere.

Why is tracking important?

Tracking just the fields that are important to your users reduces potential noise in their feeds. Work with your users to find out which record changes really matter to them, and enable feed tracking for only those fields.

What is bundle in Salesforce?

Bundles are collections of feed tracked change items that you see in feeds. You can see bundles in your browser and in the new Salesforce mobile app. In Salesforce for Android and Salesforce for iOS, bundles appear only in record feeds.

What happens when a tracked field changes?

When a tracked field changes, it triggers both Chatter posts and email notifications. Feed tracking makes it easy to see changes to critical records anytime, anywhere. Many records and fields are tracked by default, and you can add more of your own.

How long does it take for FTCs to be removed from a bundle?

FTCs without comments or likes are deleted and removed from the bundle after 45 days. If the number of FTCs in an existing bundle drops to two, the bundle’s nonetheless preserved. If the number of FTCs in a bundle drops to one, the bundle’s deleted, and the single FTC appears on its own in the feed.

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