How do I create a custom feed filter in Salesforce?

How do I create a custom feed filter in Salesforce?

Create Custom Feed Filters for Case Feed

1. From Setup, enter Cases in the Quick Find box, then select Feed Filters.
2. Click New.
3. In the Feed Filter Information section, enter the filter label, name, and description.
4. In the Feed Filter Criteria section, define how to populate this filter.

What is a feed based layout in Salesforce?

Feed-based page layouts make it easier to work with records by providing two separate views: one for the record’s feed, and one for its details, including related lists. Feed-based layouts are available on account, asset, case, contact, lead, opportunity, custom, and external objects.

Can I filter Facebook feed?

You can use Facebook filters to filter content out. The little carrot icon top right-hand corner of every post will allow you to un-follow certain posts. It will also give you the option to filter pages, or to block ads! You can also put your friends in priority.

Where is Facebook feed filter bar?

People who use Favorites frequently can access it from the Feed Filter Bar, a new menu at the top of News Feed. The Feed Filter Bar offers easier access to Most Recent too, making it simpler to switch between an algorithmically-ranked News Feed and a feed sorted chronologically with the newest posts first.

How do you add escalated field to the case page layout?

1. From Setup, enter Actions in the Quick Find box, then select Feed Item Actions.
2. Click Layout next to the Escalate to Case action.
3. Drag any fields you want to add to the action from the action layout editor palette, and reposition them if necessary.
4. Click Save.

How do I change the feed layout in Salesforce?

From Setup, click the Object Manager tab. Select Cases, and open the Case Page Layouts setup page. Select the page layout that you want to add the action to, and click Edit.

How do you check if layout is feed based?

You can check a layout whether is normal or feed based from Setup menu and go to object Page Layout, for example for Opportunity: Setup – Customize – Opportunities – Page Layouts. Then see last column Feed-Based Layout is ticked.

What is feed layout?

Make it easier for your users to work with account, contact, lead, opportunity, custom, and external object records by creating feed-based layouts. These layouts include two separate views: one for the record’s feed and one for its details.

Where can I find the customer interactions feed filter?

Could not find the ‘Customer_Interactions’ feed filter on the Case layout. Ensure that your org is not using Record Types for Cases I am working on the Using Feed Filters to Manage Your Feed module on Trailhead and facing the below issue.

How to add feed filters to case pages?

Adding Filters to the Case Layout Page To add a standard feed filter to your case layout page: From Setup, enter Cases in the Quick Find box, then select Page Layouts. Click Edit next to the case page layout that you want to add feed filters to.

How to change the layout of case feed?

For a layout in the Page Layouts for Case Feed Users section, click [Case feed layout expand button] and choose Edit feed view. (This section appears only for organizations created before Spring ’14.)

How are case filters used in service cloud?

Service Cloud comes with several standard feed filters that you can use to quickly sort through feed items. Standard feed filters let you sort the case feed so you see updates for only one type of feed item. Let’s imagine you have a star support agent, Ke’ala, who has a very large case load.