Case Feed Tracking Salesforce

Select up to 20 fields 3. Every customer interaction from emails to calls to social networking posts is shown in context. Let s enable feed tracking for the contact object and add some additional fields to track.

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From setup enter feed tracking in the quick find box then select feed tracking.

Case feed tracking salesforce.

In the summer 13 rlease see release notes. In salesforce for android and salesforce for ios bundles appear only in record feeds. This will then show an entry in the chatter feed when any new record is created against that object i e. Gain instant visibility into the timeline of a support case with a flexible feed based layout.

Based on customer feedback perhaps from you again case feed is automatically on in lightning experience. Unlike salesforce classic there s no need for you to enable case feed actions or feed items. Select enable feed tracking 2. Use data loader or the queryall api to retrieve field history that s 18 24 months old.

After you save your changes the number of tracked fields appears in the tracked column next to contact 1. View all docs. Enable chatter feed tracking for email activity email clients office suites currently when emails are added to an object contact account opportunity etc via the sales for outlook app they are logged in the activity history section at the bottom of the object page. Case feed shows a timeline for a case s history and contains a ton of information that s super helpful for resolving cases.

Enabling case feed in salesforce note. The default time is 1 440 minutes. There s no need for you to create a permission set for case feed and there s no need for you to assign that permission set to anybody. New ftcs are added to the same bundle as long as the change occurs within a specified time.

Salesforce starts tracking field history from the date and time that you enable it on a field. Changes made before this date and time aren t included and didn t create an entry in the history related list. Pg 58 the tasks in feeds setting released in spring 13 was replaced by publisher actions which when enabled allows you the ability to turn on a new option called all related objects in the chatter feed tracking for a given object. From the list of objects select contact 1.

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. Feed tracked changes ftcs are bundled when at least three ftcs with the same parent id are formed within a specified time.

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