Actions are especially useful in the Salesforce app, because it makes 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.
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 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.
open a case as a system admin. Click on “Setup” (gear Icon). select “Edit Page” Highlight the “Tab” component. In the Tab’s property, set “Default Tab” as “Feed”
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.
How Do I Customize Chatter In Salesforce?
Salesforce: How to Configure Your Chatter Feeds
What Describes The Capabilities Of Salesforce Knowledge?
What is a capability of Salesforce knowledge? Knowledge allows an organization to share articles with partner portal users. B. Knowledge only allows a single article type across all data categories.
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.
What Is Global Action In Salesforce?
Use global actions to let users log call details, create or update records, or send email, all without leaving the page they’re on. Global create actions enable users to create object records, but the new record has no direct relationship with other records.
How Do I Override Predefined Actions In Salesforce?
From Setup, enter Publisher in the Quick Find box, then select Publisher Layouts. Click Edit next to Global Layout. In the Salesforce Mobile and Lightning Experience Actions section, if you see a link to override the predefined actions, click the link to override.
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 Chatter?
Enable Chatter. Step 1: Go to Setup > Customize > Chatter > Chatter Settings. Step 2: Click on Edit button. Step 3: Click Enable checkbox, and change the settings according to your need and Save.
How Do I Open Chatter In Salesforce?
From Setup, enter Chatter Settings in the Quick Find box. Click Chatter Settings then Edit. Select Allow Records in Groups (1) and Enable Unlisted Groups (2), then click Save. Create a Public Group Open the Chatter tab and click Groups on the left, or click the Groups tab. Click New Group.
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.
What Is Chatter Feed In Salesforce?
Salesforce Chatter enables you and your colleagues to post various updates about your company’s business plans, goals, and Salesforce ideas. The Chatter feed is where you can find all these posts from you and your colleagues.
How Do I Enable Chatter Feed On Standard Object?
Enable Chatter feed tracking on the Review object. From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking. In the list of available objects, click Review. Select Enable Feed Tracking. Select these fields: Core Competencies. Experience. Interviewer. Job Application. Leadership Skills. Click Save.
How Do I Create A Quick Action In Salesforce?
Create a Quick Action Click. and select Setup. Enter Global Actions in the Quick Find and select Global Actions. Click New Action. Leave the Action Type as Create a Record. In the Label field, enter Waypoint . Click Save. In the next Action Layout screen, leave Waypoint Name as the only field in the layout.
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.