Slaesforce FAQ

how to enable feed tracking on object in salesforce

by Timmothy Collier IV Published 2 years ago Updated 2 years ago
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1 - Click Your Name | Setup | Customize | Chatter | Feed Tracking. 2 - Select an object. 3 - Select Enable Feed Tracking.

Let's enable feed tracking for the contact object and add some additional fields to track.
  1. From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.
  2. From the list of objects, select Contact (1).
  3. Select Enable Feed Tracking (2).
  4. Select up to 20 fields (3).
  5. Click Save.

Full Answer

How do I enable feed tracking in Salesforce?

1 From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking. 2 From the list of objects, select Contact (1). 3 Select Enable Feed Tracking (2). 4 Select up to 20 fields (3). 5 Click Save. After you save your changes, the number of tracked fields appears in the Tracked column next to Contact (1).

How do I enable feed tracking for a contact object?

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).

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.

What does feed tracking for objects and records include?

When you enable feed tracking for objects and records, users see updates for the objects and records that they follow in their What I Follow feed. Many objects and fields are tracked by default, but you can further customize feed tracking to include or exclude specific objects and fields.

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How do I turn on feed tracking?

0:051:30Enable Feed Tracking to Follow Changes on a Record | SalesforceYouTubeStart of suggested clipEnd of suggested clipFirst go to the campaign object tick enable feed tracking. And then the actual cost and campaign andMoreFirst go to the campaign object tick enable feed tracking. And then the actual cost and campaign and budgeted cost fields let's see what that looks like in action open one of your campaigns.

How do I add a feed to an object in Salesforce?

From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking. Select an object. Select Enable Feed Tracking . You must have the required user permissions to see the Enable Feed Tracking checkbox.

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 enable Chatter feed in custom objects?

How to enable chatter for Custom objectNow we are going to enable chatter for a custom object called Expense.Step 1: Go to Setup, search Feed Tracking in Quick find box. ... Step 2: In the available object list click on Expense.Step 3: Check Enable Feed Tracking check box.Step 4: Select which field we need to track.More items...•

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 record feed in Salesforce?

Record feeds allow you to track information for records you have access to. On the record detail page, click Show Feed to display the record feed above the account details. Note Access is all-important.

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.

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.

Can I add chatter to a custom object in Salesforce?

What you want to do is this: AFTER you add the chatter tab in the page editor, you then click on the tab. Then, from the menu on the left, you select the "chatter" component, click and drop it in the empty box where it says "Add Component here".

How do I use Chatter feed in Salesforce?

We enable them under Setup on the Chatter Settings page before we create our groups.From Setup, enter Chatter Settings in the Quick Find box.Click Chatter Settings then Edit.Select Allow Records in Groups (1) and Enable Unlisted Groups (2), then click Save.

How do I turn on Chatter notifications in Salesforce?

Salesforce Chatter NotificationsLogin to Salesforce.Navigate to the Chatter tab.Select the group with whom you want to recieve Chatter Notifications for, listed on the left* ... In the top right, next to Manage Notifications, select your notifcation frequency in the dropdown.

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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