A Salesforce administrator at Cloud Kicks needs team members to see automated record feed updates whenever the Status or Resolution Notes fields on a custom object named Service_Ticket__c are modified. Furthermore, users should be able to create a follow-up Task directly from the Chatter feed header on a Service_Ticket__c record page. Which two administrative actions must the administrator perform to satisfy these requirements?
- Enable Feed Tracking for the Service_Ticket__c object and select the Status and Resolution Notes fields in Chatter settings.Answer
- Add the Create Task quick action to the Salesforce Mobile and Lightning Experience Actions section of the Service_Ticket__c Page Layout.Answer
- CCreate a Global Publisher Layout and assign it to user profiles to enable field-level feed tracking updates.
- DEnable Chatter Feed Tracking on the Task object to automatically embed quick actions into custom object feeds.
- ESet up an automated Workflow Rule with a field update action to generate Chatter feed posts on record edits.
Answer
Enabling Feed Tracking for the Service_Ticket__c object with Status and Resolution Notes selected, and adding the Create Task quick action to the Salesforce Mobile and Lightning Experience Actions section of the Service_Ticket__c Page Layout.
To track record field changes automatically in Chatter feeds, an administrator must enable Feed Tracking for the specific object (Service_Ticket__c) and select the desired fields (Status and Resolution Notes). Additionally, to make quick actions (such as Create Task) available on a record's Chatter publisher header, the action must be added to the Salesforce Mobile and Lightning Experience Actions section of that object's Page Layout.
Step-by-Step Solution
Key Concept
Chatter Feed Tracking & Page Layout Publisher Actions