How do I enable chatter feed tracking in trailhead?
Admins may Customize Chatter Feed Tracking and enable desired objects in Chatter Settings. See the Enable Feed Tracking unit in Trailhead for more detailed instructions. To enable feed tracking for related records select All Related Objects located at the bottom of each object's feed tracking settings page.
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.
What types of chatter objects can I track?
You can configure feed tracking for users, Chatter groups, topics, custom objects, and external objects. You can also set up feed tracking for the following standard objects: Note In Lightning Experience, most objects don't show a Chatter tab unless feed tracking is enabled for the object. The only exceptions are Group, Site, and User objects.
Does enabling all related objects add related records to chatter feeds?
Enabling All Related Objects does not retroactively add related records to feeds, only newly created records that are related to the enabled object will be included in their chatter feed. Was this information helpful? Let us know so we can improve!
How do I track chatter?
0:001:30Enable Feed Tracking to Follow Changes on a Record | SalesforceYouTubeStart of suggested clipEnd of suggested clipFor example if you'd like to track changes made in actual cost and campaign.MoreFor example if you'd like to track changes made in actual cost and campaign.
How does Salesforce track field level changes?
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...
How do I enable chatter for Case object in Salesforce?
From 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 is Chatter feed tracking in Salesforce?
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. The Feed Tracking page will appear. Click on specific objects that you want to track on your Chatter Feed.
How do I track case history in Salesforce?
Track Field History for Standard Objects. You can enable field history tracking for standard objects in the object's management settings.Track Field History for Custom Objects. You can enable field history tracking for custom objects in the object's management settings.Disable Field History Tracking. ... Field Audit Trail.
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 add actions to a case feed in Salesforce?
Click + Add a Visualforce Page in the list of custom actions. Select the page you want to add as an action. Specify the height of the action in pixels. Click Save.
How do I enable feed tracking in Salesforce?
Enable and Customize Feed TrackingFrom 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.
What is case feed component Salesforce?
The Case Feed component shows a Chatter feed of all case interactions, including Chatter posts, case emails, questions related to the case, and attachments. Note This component was retired in all Salesforce orgs in the Summer '19 release.
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.
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...
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.
Field history tracking
We can select certain fields to track and display the field history in the History related list of an object. The field history data is retained for up to 18 months. Field history tracking can be done for both standards as well as custom objects.
Feed tracking
If we want the changes done to appear in the Chatter feed then we can enable Feed tracking. It's present in Setup > Quick Find > Feed Tracking.
Pull Object Track History from Salesforce using CloudExtend
Create a new template and select the record type you want to pull the data and add the following fields on the template:
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 is Salesforce chatter?
Salesforce Chatter gives clients a chance to work together on deals openings, benefit cases, battles, and activities with installed applications and custom activities. Salesforce associations made after June 22, 2010, have Chatter as of now empowered for all clients as a matter of course. Notwithstanding, on the off chance that you just need certain parts of your association to utilize Chatter in Salesforce. You can complete a profile-based rollout of Chatter. With a profile-based rollout, just the clients that have been relegated the required client profile or authorization sets approach Chatter in Salesforce. The profile-based rollout of Chatter is valuable for bigger organizations and government offices with administrative limitations. It enables them to design a controlled rollout and send Chatter on a division by-office premise.
What is Salesforce chatter encryption?
Encryption for Salesforce Chatter empowers you to encode touchy information when it’s put away, and not exactly when it’s transmitted over a system. As of the Winter ’18 discharge, mass encryption and decoding of Chatter information are for the most part accessible.
What is a case in Salesforce?
A Case in Salesforce is a client’s inquiry, feedback or issue. Review specialists can survey cases to perceive how they can convey better administration. Sales reps can utilize cases to perceive how they influence the business procedure. Reacting to cases keeps your clients happy and enhances your breands image.#N#Correspondence channels assemble cases from clients’ favored types of contact. Channels incorporate Communities for online discussions, Email-to-Case for messages, Web-to-Case for sites, Salesforce Call Center for telephone calls, and that’s only the tip of the iceberg.#N#On the Salesforce Case landing page, you can make, find, and alter cases and furthermore sort and channel cases and lines utilizing standard and custom rundown sees.
