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.
Full Answer
What is a list view in Salesforce?
It is a type of list view used to display Salesforce information with the list on the left, and record detail on the right. A list view is similar to a report. The other list view options are Table View and Kanban View.
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.
What is split view in Salesforce?
What is Split View? It is a type of list view used to display Salesforce information with the list on the left, and record detail on the right. A list view is similar to a report.
How to use caseteam/caseteammember/caseteamrole?
1) To Use CaseTeam/CaseTeamMember/CaseTeamRole, if your community user is a portal user, you add his contact id as a Member of the case, otherwise user id. It's actually really usefull for sharing case with different users/contacts.
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.
How do I change case details in Salesforce?
You can do this by creating a New Action on the Case Object. As the Action Type, you would select "Update a Record", Name it and after you save it, you will be able to choose which fields you would like to add.
How do I view 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 do I turn on case history in Salesforce?
Enable Field History TrackingFrom Setup, click Object Manager and select Account.Select Fields & Relationships, and click Set History Tracking.Select Enable Account History, then select these two fields to track: Has Support Plan. Support Plan Expiration Date.Click Save.
How do I change my case layout?
Customize the Case Compact Layout. Confirm the Contact and Case Layout Assignments....NoteFrom 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 enable case comments?
You can create and edit case comments on Case Detail pages....Click New or Edit on the Case Comments related list.Optionally, select Public to enable comment notifications to the contact on the case, and to let the contact view the comment on the Customer Portal or Self-Service.Type comments in Comment .Click Save.
Who can see cases in Salesforce?
Salesforce admins, users with the “Modify All” object-level permission for Cases or Leads, and users with the “Modify All Data” permission, can view and take records from any Case or Lead queue regardless of their membership in the queue.
How do I create a list in Salesforce cases?
Create a Custom List View in Salesforce ClassicClick Create New View at the top of any list page or in the Views section of any tab home page. ... Enter the view name. ... Enter a unique view name. ... Specify your filter criteria. ... Select the fields you want to display on the list view. ... Click Save.
How do I add a case collaborator in Salesforce?
How to add a Case CollaboratorAccess your Support Case in Salesforce Help.Click the Details tab.In the Case Collaborators section, click the pencil icon.Search for a contact to add, then click the desired result.Alternatively, insert an email address and click the Add button. ... Click Save.
How do I enable field history tracking for standard objects in Salesforce?
To set up field history tracking: From the management settings for the object whose field history you want to track, go to the fields area. Click Set History Tracking. Tip When you enable tracking for an object, customize your page layouts to include the object's history related list.
How do I enable field audit trail in Salesforce?
You define one HistoryRetentionPolicy for your related history lists, such as Account History, to specify Field Audit Trail retention policies for the objects that you want to archive. Then use Metadata API to deploy your policy. You can update the retention policy on an object as often as needed.
How do I report on field history tracking in Salesforce?
After enabling History Tracking, a button will appear in the fields section that will allow individual fields to be selected. A new Report Type is created when Field History Tracking is enabled for an object.
How to access split view?
To access the Split View, a user changes the “Display As” setting on a list view. This setting can be changed back and forth as needed. The default view for each Object is Table View.
Is split view available in Salesforce?
Salesforce is always looking for ways to make users more productive, and the popular Split View from Console Navigation is now available in Standard Navigation. Stay safe and stay productive!