How do I add Chatter to page layout?

Asked By: Eitan Wne | Last Updated: 3rd June, 2020
Category: technology and computing desktop publishing
4.3/5 (244 Views . 33 Votes)

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In this regard, how do I change the layout of my chatter?

Required Editions and User Permissions From Setup, enter Group Layouts in the Quick Find box, then select Group Layouts. Click Edit next to the group layout that you want to customize, or click New to create a layout. From the palette on the top of the page, drag fields, buttons, and other user interface elements.

Also Know, what is feed based layout? Feed-based Layouts Overview. Unlike standard page layouts, which include all of a record's information—the feed, details, and related lists—on one page, feed-based layouts let you switch between the feed view and the details view so you can focus on the type of information you need at any given moment.

Keeping this in view, how do you add chatter to a custom object?

How to enable chatter for Custom object

  1. Now we are going to enable chatter for a custom object called Expense.
  2. Step 1: Go to Setup, search Feed Tracking in Quick find box.
  3. Step 2: In the available object list click on Expense.
  4. Step 3: Check Enable Feed Tracking check box.
  5. Step 4: Select which field we need to track.
  6. Step 5: Then click Save.
  7. Prepared By,

What is chatter publisher?

Actions are especially useful in the Salesforce app because they make it easy to create and edit records with a simple, mobile-optimized interface. By default, the Chatter publisher includes the standard actions Post, File, Link, Poll, and Question.

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What is publisher layout in Salesforce?

Global publisher layouts determine the global actions that appear in the various Salesforce interfaces. Lightning Experience also uses these layouts to populate the Global Actions menu. And in the Salesforce app, these layouts drive the actions that appear in the action bar on the Feed and People pages.

How do I customize Chatter in Salesforce?

Salesforce: How to Configure Your Chatter Feeds
  1. Choose Setup→Customize→Chatter→Feed Tracking.
  2. Click the name of an object in the Object list on the left side.
  3. Select the Enable Feed Tracking check box.
  4. Select each check box for the fields that you want to track with Chatter.
  5. Repeat for other objects and then click Save.

What is publisher action in Salesforce?

The publisher actions feature lets you create actions and add them to the Chatter publisher on the home page, on the Chatter tab, in Chatter groups, and on record detail pages. You can also customize the order in which the standard Chatter actions appear, including Post, File, Link, and Poll.

What standard chatter actions appear on the user profile page regardless of the actions in the user page layout choose all that apply?

Only standard Chatter actions appear on the user profile page, regardless of which actions are assigned to the User Page Layout or the global publisher layout. Similarly, only standard Chatter actions appear on reports, regardless of which other actions are assigned to the global publisher layout.

How do I enable email publisher in Salesforce?

Contact your admin to enable the email publisher." If you click on Feed Tab and then click "insert article as email", it will work.

  1. open a case as a system admin.
  2. Click on "Setup" (gear Icon).
  3. select "Edit Page"
  4. Highlight the "Tab" component.
  5. In the Tab's property, set "Default Tab" as "Feed"

Where is chatter in lightning?

In Salesforce Classic, you typically access Chatter features from the sidebar on the Chatter tab. In Lightning Experience, access Chatter, colleagues' profiles (People), and groups from the App Launcher. You can also get to these places from a tab or the overflow menu, depending on what's showing.

How do I turn on Chatter in Salesforce lightning?

From Setup, enter Chatter Settings in the Quick Find box, then select Chatter Settings. Click Edit. Select Enable Actions in the Publisher . Although the Enable Actions setting appears in Lightning Experience, it has no effect there.

What is feed tracking in Salesforce?

Feed Tracking. Feed tracking detects changes to tracked record fields and posts them as updates in the What I Follow feed. Users who follow a record, see those updates in their view of What I Follow, with one exception. Updates users make themselves aren't posted to What I Follow.

How do I enable feed based layout in Salesforce?

To create feed-based layouts for cases, use Case Feed. Be sure feed tracking is enabled for the object on which you want to create a feed-based layout. To enable feed tracking, from Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking. Create a new page layout and select Feed-Based Layout .

What is case feed in Salesforce?

Case Feed streamlines the way you create, manage, and view cases. It includes case actions like creating case notes, logging calls, changing the case status, and communicating with customers in a Chatter feed.