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Difficulty: MediumChatter Settings, Feed Tracking, and Publisher Layouts

An administrator at Meridian Healthcare is configuring collaboration features for a custom object named Medical_Device__c. The compliance team requires that changes to the Inspection_Status__c field automatically generate post updates in the record's Chatter feed. Additionally, users need to log a call directly from the Chatter feed publisher on individual Medical_Device__c record pages. Currently, field changes do not post to the feed, and the Log a Call action is missing from the record feed publisher. Which set of administrative actions will satisfy both requirements?

  1. Enable Feed Tracking for the Medical Device object while selecting the Inspection Status field, and add the Log a Call quick action to the Salesforce Mobile and Lightning Experience Actions section of the Medical Device Page Layout.Answer
  2. B
    Enable Feed Tracking for the Medical Device object while selecting the Inspection Status field, and add the Log a Call quick action to the Global Publisher Layout.
  3. C
    Add the Inspection Status field to the Medical Device Page Layout, and select Enable Feed Tracking in Chatter Settings.
  4. D
    Enable Feed Tracking on the User object for the Inspection Status field, and configure an object-specific action on the Global Publisher Layout.

Answer

Enable Feed Tracking for the Medical Device object while selecting the Inspection Status field, and add the Log a Call quick action to the Salesforce Mobile and Lightning Experience Actions section of the Medical Device Page Layout.
To display automated Chatter posts when a field value changes, Feed Tracking must be enabled for that specific object and field in Setup. To make a quick action (like Log a Call) available in the Chatter feed publisher on a specific record detail page, the action must be added to the Salesforce Mobile and Lightning Experience Actions section of that object's Page Layout.

Step-by-Step Solution

1
Configure Feed Tracking for the target custom object and field.
In Setup > Feed Tracking, select Medical_Device__c, check 'Enable Feed Tracking', and check 'Inspection Status'. Save the changes.
Field updates are not tracked in Chatter feeds by default; tracking must be explicitly enabled per object and per field.
2
Configure publisher actions on the object page layout.
In Object Manager > Medical_Device__c > Page Layouts, open the relevant layout and add the 'Log a Call' quick action to the 'Salesforce Mobile and Lightning Experience Actions' section.
Actions displayed in the Chatter feed publisher on record detail pages are driven by the actions configured on the object's page layout.

Key Concept

Chatter Feed Tracking and Page Layout Publisher Actions
Estimated Time:1m 30s
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Topics

Chatter Settings, Feed Tracking, and Publisher Layouts

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