Case Feed Layout Salesforce

Case feed shows a timeline for a case s history and contains a ton of information that s super helpful for resolving cases.

Case feed layout salesforce.

From setup enter cases in the quick find box then select page layouts. With a resizable highlights panel collapsible publisher and full width feed it s easier than ever to create case feed layouts that put the information your agents need front and center. One of the most popular publisher actions to create as a quick action for case feed is email. True to its name email lets anyone else on your team send emails from case feed in both lightning experience and the salesforce mobile app.

1 be sure feed tracking is enabled for the object demo on which you want to create a feed based layout. When i am trying to edit the page layout of case i find that the feed view is not available in the page layout section. I am working on trail head modules for case feed. For more information see page 152 of the release notes.

To add a standard feed filter to your case layout page. Select case and open the case page layouts setup page. It s in the top right menu. Click edit next to the case page layout that you want to add feed filters to.

From setup click the object manager tab. To do that follow the path name setup app setup customize chatter feed tracking. Select the page layout in which you want to move fields and click edit. Similar to salesforce classic drag case reason under priority.

View all docs. Every customer interaction from emails to calls to social networking posts is shown in context. As part of the module the last unit is to add the feed view to the case page layout. 2 create a new page layout and select feed based layout check box.