How do I customize a case feed in Salesforce?

How do I customize a case feed in Salesforce?

Create and Edit Feed Layouts in Case Feed

1. From the object management settings for cases, go to Page Layouts.
2. How you access the Case Feed Settings page depends on what kind of page layout you’re working with.
3. Choose the tools, components, and options for your feed view page.
4. Click Save.

How do I enable feed view for page layout in Salesforce?

Go to Setup | Customize | Cases | Page Layouts Select a feed based layout. Click on the Feed View link on the page layout editor header. Select Enable Compact Feed View in the Console from the Feed View Options section. Click on Save.

How do I create a feed based layout in Salesforce?

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 . Note Only new page layouts can be feed-based; you can’t change an existing standard layout to a feed-based layout.

What is case page layout in Salesforce?

When support agents work with cases in Case Feed, they use the case page layout. To specify the fields, tools, and functionality that support agents see when working with open cases, customize the feed view, detail view, highlights panel in the case page.

How do I enable Case Feed layout?

Enable Case Feed Actions and Feed Items

1. From Setup, enter Support Settings in the Quick Find box, then select Support Settings.
2. Click Edit.
3. Select Enable Case Feed Actions and Feed Items .
4. Click Save.

How do I change case layout in Salesforce?

Customize the Contact or Case Record Page Layout

1. From Setup, in Object Manager, click the object whose layout you want to edit.
2. Click Page Layouts, and then click the page layout name.
3. Edit the layout and save your changes.

How do I change the layout of my feed based page?

To convert the feed-based layout to a regular page layout, use these steps as a workaround.

1. From Setup, click Customize, select the object, and click Page Layouts.
2. Click New.
3. Choose the existing feed based layout which will be cloned.
4. Type a name for the new layout.
5. Leave Feed-Based check box unchecked.
6. Click Save.

What is feed based page layout in Salesforce?

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.

How do I create a case page layout in Salesforce?

How to create a New Case Page Layout in Salesforce Lightning

1. Open Salesforce Lightning!
2. Click on “Setup” icon.
3. Click on “Setup”
4. Click on “Object Manager”
5. 5) Click on “Case”
6. 6) Click on “Case Page Layouts”
7. Click on “New”
8. Select “Case Layout” from the “Existing Page Layout” drop-down.

How do I change page layout in case?

How do I enable case feed in Salesforce?

What is feed based layout in Salesforce?

How do you tell if page layout is feed based?

You can check a layout whether is normal or feed based from Setup menu and go to object Page Layout, for example for Opportunity: Setup – Customize – Opportunities – Page Layouts. Then see last column Feed-Based Layout is ticked.

Can a profile have multiple page layouts Salesforce?

You can have multiple page layouts for different profiles or record types. For example, on the Account object, you might have page layouts for Customers, Competitors and Partners. You can edit the page layout assignment by clicking ‘Page Layout Assignment’.

What can be done using page layout?

Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.

How can I tell what page layout is assigned to a user?

Click Your Name | Setup | Manage Users | Profiles. Select a profile. Click View Assignment next to any tab name in the Page Layouts section.

What is the difference between record types and page layouts?

Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization.