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Zorluk: Çok zorChatter Settings, Feed Tracking, and Publisher Layouts

An administrator is troubleshooting Chatter feed behavior for a custom object named Project__c. Users report two distinct issues:
1. Automated feed posts are not generated when the Risk_Level__c custom field is updated on a Project__c record, despite Feed Tracking being turned on for the Project__c object.
2. A newly created Global Quick Action, 'Log Risk', appears on the Chatter Home tab publisher but is missing from the publisher on individual Project__c record pages.

Which combination of administrative actions will resolve both issues?

  1. Select the Risk_Level__c checkbox under Project__c Feed Tracking settings, and add the 'Log Risk' action to the Salesforce Mobile and Lightning Experience Actions section of the Project__c Page Layout.Cevap
  2. B
    Enable Feed Tracking globally under Chatter Settings for Risk_Level__c, and add the 'Log Risk' action to the Global Publisher Layout.
  3. C
    Increase the object feed tracking limit beyond 20 fields in Chatter Settings, and assign the Global Publisher Layout to the Project__c Record Type.
  4. D
    Enable 'Allow Activity Tracking' on the Project__c custom object definition, and override the Chatter Publisher component in the Lightning App Builder record page.

Cevap

Select the Risk_Level__c checkbox under Project__c Feed Tracking settings, and add the 'Log Risk' action to the Salesforce Mobile and Lightning Experience Actions section of the Project__c Page Layout.
Enabling Feed Tracking for an object is a two-step process: turning on tracking for the object itself, and then explicitly checking the boxes for up to 20 specific fields (such as Risk_Level__c) whose changes should create feed posts. Furthermore, Global Quick Actions placed on the Global Publisher Layout only appear on global Chatter locations (Home tab, Chatter tab, Profile). To make a quick action available on a record page publisher, it must be added to that object's Page Layout under the Salesforce Mobile and Lightning Experience Actions section.

Adım Adım Çözüm

1
Analyze why field updates to Risk_Level__c do not generate Chatter feed posts.
Enabling Feed Tracking at the object level is a prerequisite, but field updates are only posted if specific field checkboxes (up to 20 per object) are explicitly selected in Setup > Feed Tracking.
Simply enabling object-level feed tracking without selecting the target field prevents change events from generating feed items.
2
Analyze why the Global Quick Action 'Log Risk' is missing from record pages.
Global Quick Actions added to Global Publisher Layouts render only on global feeds (Home tab, Chatter tab, User Profiles).
To display a quick action on an individual record page feed publisher, the action must be added to the Salesforce Mobile and Lightning Experience Actions palette on that object's specific Page Layout.
3
Synthesize the resolution requiring both configurations.
Select Risk_Level__c in Project__c Feed Tracking settings and add the 'Log Risk' action to the Project__c Page Layout.
This dual resolution addresses both the field tracking configuration gap and the publisher layout action scope.

Anahtar Kavram

Chatter Feed Tracking Field Selection and Publisher Layout Action Scoping
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Konular

Chatter Settings, Feed Tracking, and Publisher Layouts

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