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Zorluk: ZorChatter Settings, Feed Tracking, and Publisher Layouts

An administrator at Meridian Health needs to configure Chatter collaboration and feed update functionality for a custom object named Vendor_Audit__c. The compliance team requires automatic Chatter feed updates whenever the Audit_Status__c or Compliance_Score__c fields are modified on an audit record. Furthermore, users must be able to log a new Vendor_Audit__c record directly from the global Chatter feed publisher on their home page, but the action is currently not visible in their publisher menu. Which TWO configuration steps must the administrator take to fulfill these requirements? (Select TWO)

  1. Navigate to Feed Tracking in Setup, enable feed tracking for the Vendor_Audit__c object, and check the boxes for Audit_Status__c and Compliance_Score__c.Cevap
  2. Edit the assigned Global Publisher Layout in Setup and add the Create a Record Quick Action for Vendor_Audit__c to the Salesforce Mobile and Lightning Experience Actions section.Cevap
  3. C
    Configure a custom Chatter Group for Vendor_Audit__c and enable Auto-Feed Post Generation under Group Settings for untracked object fields.
  4. D
    Modify the Vendor_Audit__c standard Object Page Layout to include the Global Publisher component within the details section.
  5. E
    Enable Feed Tracking under User Profile System Permissions to override object-level Chatter feed tracking limits.

Cevap

The administrator must enable Feed Tracking for the Vendor_Audit__c object in Setup while selecting the Audit_Status__c and Compliance_Score__c fields, and edit the Global Publisher Layout to include the Vendor_Audit__c quick action in the Salesforce Mobile and Lightning Experience Actions section.
To automatically track field changes in record Chatter feeds, an administrator must enable Feed Tracking on the object and check the specific fields to monitor (Audit_Status__c and Compliance_Score__c). To display quick actions in global Chatter feed publishers, the quick action must be added to the assigned Global Publisher Layout under the Salesforce Mobile and Lightning Experience Actions section.

Adım Adım Çözüm

1
Enable object and field level Feed Tracking
System automatically generates feed posts on record updates
Salesforce requires Feed Tracking to be explicitly enabled on a per-object basis in Setup, with up to 20 specific fields selected to trigger feed posts upon field changes.
2
Customize the Global Publisher Layout
The quick action becomes accessible in the global Chatter feed publisher
Global Publisher Layouts define the actions accessible in the Chatter publisher on global pages like Home and Chatter feeds. Adding the record creation quick action to the Salesforce Mobile and Lightning Experience Actions section exposes it to users.

Anahtar Kavram

Chatter Feed Tracking configuration and Global Publisher Layout action placement
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Konular

Chatter Settings, Feed Tracking, and Publisher Layouts

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