How do I create a feed based layout in Salesforce?

How do I create a feed based layout in Salesforce?

To create feed-based layouts for cases, use Case Feed.

  1. Be sure feed tracking is enabled for the object on which you want to create a feed-based layout.
  2. Create a new page layout and select Feed-Based Layout .
  3. Click Edit next to your layout and use the enhanced page layout editor to configure it.

What is feed based layout?

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.

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 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 customize case feed settings in Salesforce?

From Setup, click Customize | Cases | Page Layouts. How you access the Case Feed Settings page depends on what kind of page layout you’re working with. For a layout in the Case Page Layouts section, click Edit, and then click Feed View in the page layout editor.

How to send an email action not showing in case feed?

After following the below steps and clicking save, the action “send an email” in the Publisher section doesn’t show in the case feed of one of the support process. Any suggestions? Thanks From Setup, click Customize | Cases | Page Layouts. How you access the Case Feed Settings page depends on what kind of page layout you’re working with.