Case Feed Report Salesforce

Salesforce can create reports in four formats for a more in depth look read the ultimate guide to report types.

Case feed report salesforce.

Understand these 4 report types. When you enable case feed for your organization an upgrade process converts active cases to the new interface and creates feed items for activity on those cases. See all case info at a glance agents spend a lot of time gathering the info they need to resolve cases. You ll also be able to track the number of feed edits and see what type of users are editing feeds.

Use this custom report type to report feed activity for all standard objects excluding tasks and events that have feed tracking enabled such as accounts cases leads opportunities and custom objects. It displays happenings in context so that agents can solve cases more efficiently. Feed tracking in salesforce highlights changes to records by automatically announcing them in the record s feed. 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.

One of the most popular publisher actions to create as a quick action for case feed is email. The tabular format is just like an excel spreadsheet it s the simplest way to list your data showing you columns and rows. You ll also be able to track the number of feed edits and see what type of users are editing feeds. Gain instant visibility into the timeline of a support case with a flexible feed based layout.

And the following standard objects. Account article type asset campaign case contact contract dashboard event lead opportunity product report solution task and work order. In salesforce for android and salesforce for ios bundles appear only in record feeds. Enabling case feed in salesforce.

If you enable feed tracking for certain. Use this custom report type to report feed activity for all standard objects excluding tasks and events that have feed tracking enabled such as accounts cases leads opportunities and custom objects. On the case page layout drag the new action to the salesforce mobile and lightning experience actions section. Now you ve got your data captured and filtered it s time to display it in the most accessible way.