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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Feed-based page layouts


Feed-based page layouts offer a two tabbed page that allows users to switch between a Chatter feed and a detail page for the record. The tabs are marked Feed and Details as shown in the following screenshot:

A prerequisite for feed-based layouts, is the enabling of feed tracking for the object that you wish to create a feed-based layout. Feed tracking allows users to follow records which then lets them see feed updates when those fields are changed.

Feed Tracking

To enable Feed Tracking, navigate to Setup | Customize | Chatter | Feed Tracking. Here you are presented with a screen containing two panes. The left pane shows the object selection and the right pane shows the field selection as shown in the following screenshot:

To enable feed tracking, select an object in the left pane, enable the Enable Feed Tracking checkbox in the right pane, select the desired fields, and then click the Save button.

Note

Up to 20 fields can be selected for feed tracking.

Creating feed...

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