Case Feed Filters Salesforce

Create professional emails in the feed 30 mins.

Case feed filters salesforce.

Then allow the administrator to create a custom feed filter based on topics. Back to home. Click edit next to the case page layout that you want to add feed filters to. You may need to enable email to case as well if not already enabled in setup go to support settings and check enable case feed actions and feed items checkbox.

Where it says select. In the lookup filter section click show filter settings. Use feed filters to manage your feed 25 mins. Feed filters feed the feed is one of the key features of the case feed functionality.

Gain instant visibility into the timeline of a support case with a flexible feed based layout. Adding filters to the case layout page from setup enter cases in the quick find box then select page layouts. It s in the top right menu scroll down to feed filter options. Keep customers happy with service cloud for salesforce classic.

Use case agents tag any update that s related to the resolution of a case with a topic of resolution. Available on these trails. While still viewing the case object select fields relationships. View all docs.

Hence the name i suppose one of the complaints we hear from a lot of service users is that there is no way to view a chronological list of everything that has happened to a case in one place. This would provide a user with a quick view of all chatter updates that were critical to the resolution of a case. Enabling case feed in salesforce note. Toggle set two factor authentication login requirements and custom policies for single sign on social sign on and communities.

Well case feed doesn t include a toothpick or a handy dandy pocket corkscrew although that might be a good feature request for those tough cases but agents can use it to respond to customers collaborate on cases and solve customer issues. Select contact name then click edit.