Helios Solar wants to enhance collaboration on Asset records. The operations team requires that changes to the Status and Warranty Expiration Date fields automatically generate posts in the record's Chatter feed. Additionally, team members need access to custom Chatter quick actions, such as 'Log Maintenance' and 'Request Inspection', directly within the record page feed. Which two configurations should the administrator implement to fulfill these requirements?
- Enable Feed Tracking for the Asset object in Setup and select the Status and Warranty Expiration Date fields.Cevap
- Add the custom quick actions to the Salesforce Mobile and Lightning Experience Actions section of the Asset page layout.Cevap
- CCreate a Global Publisher Layout assigned to the Asset record type to override record-level action placement.
- DEnable Feed Tracking on the User object to capture updates made across all related Asset records.
- EConfigure a Record-Triggered Flow to create a FeedItem record each time an Asset field is modified.
Cevap
The administrator should enable Feed Tracking for the Asset object (selecting the Status and Warranty Expiration Date fields) and add the custom quick actions to the Salesforce Mobile and Lightning Experience Actions section of the Asset page layout.
Enabling Feed Tracking for the target object and selecting specific fields allows Salesforce to automatically post updates to the record's Chatter feed whenever those fields are modified. Custom Chatter quick actions are made available on object record pages by adding them to the Salesforce Mobile and Lightning Experience Actions area of the object's page layout.
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Anahtar Kavram
Chatter Feed Tracking and Page Layout Publisher Actions