Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

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...