Contents
- 1 How do you set up a case feed?
- 2 How do I create a feed item in Salesforce?
- 3 What is a feed item?
- 4 What should a system administrator consider when setting up case feed?
- 5 What are feed items in Salesforce?
- 6 What is a salesforce feed attachment?
- 7 How does the case feed work in Microsoft Office?
- 8 How to add feed filters to case pages?
- 9 How does a feed based case layout work?
How do you set up a case feed?
In Salesforce organizations created after the Winter ’14 release, feed tracking on cases and Case Feed actions and feed items are automatically enabled.
- 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.
How do I create a feed item in Salesforce?
Go to Edit. Under Tasks in Feeds, choose Generate Feed Items for New Tasks. When this setting is enabled, a feed item is generated each time a task is created on a record, regardless of how the task is created (in the task publisher, on a task detail page, or automatically). Save.
What is a feed item?
About the Salesforce Feed Item Object FeedItem represents an entry in the feed, such as changes in a record feed, including text posts, link posts, and content posts. This object is available in API version 21.0 and later. This object replaces FeedPost.
What is Case Feed layout?
Feed view page layouts determine which actions, fields, and tools users see when they’re working with cases in Case Feed. You can create different layouts and assign them to different user profiles. For example, you might have one layout for agents and another for supervisors.
What must you do to get started with case feed in lightning experience?
In Lightning Experience, create the Email quick action.
- From Setup, click the Object Manager tab. Select Cases, and open the Buttons, Links, and Actions setup page.
- Click New Action.
- For Action Type, select Send Email.
- For Standard Label Type, select Email, and click Save.
What should a system administrator consider when setting up case feed?
Case Feed replaces the standard case detail page by default. Case Feed requires the Service Cloud User feature license. The Use Case Feed permission is automatically active for all profiles. Chatter Feed tracking must be enabled for the case object.
What are feed items in Salesforce?
A FeedPost represents the following types of changes in a feed item: changes to tracked fields, text posts, link posts, and content posts.
What is a salesforce feed attachment?
About the Salesforce Feed Attachment Object Represents an attachment to a feed item, such as a file attachment or a link. Use FeedAttachment to add various attachments to one feed item. This object is available in API version 36.0 and later.
What is Case Feed layout in Salesforce?
Create and Edit Feed Layouts in Case Feed Feed view page layouts determine which actions, fields, and tools users see when they’re working with cases in Case Feed. You can create different layouts and assign them to different user profiles. For example, you might have one layout for agents and another for supervisors.
What is feed-based layout in Salesforce?
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.
How does the case feed work in Microsoft Office?
If you select Case Comment Feed as the feed item type and Internal Users as the visibility, the feed filter shows case comments made by internal users, such as other support agents. For example, you can’t create a feed filter where Email is the feed item type and Visibility is Internal Users.
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 does a feed based case layout work?
Gain instant visibility into the timeline of a support case with a flexible, feed-based layout.
How does the case feed work on trailhead?
The case feed now shows only email feed items and hides all feed items that aren’t emails. Agent Ke’ala quickly scans the emails and finds the serial number. Now she can get back to solving the case as quickly and painlessly as possible! See Using Feed Filters in Case Feed to read more about feed filters.