Case Feed Filters Salesforce

Such as filter to only show chatter related to cases not just my cases but all cases in the system that i have access to via sharing rules.

Case feed filters salesforce. Standard feed filters let you sort the case feed so you see updates for only one type of feed item. It is only possible to report on. Use case agents tag any update that s related to the resolution of a case with a topic of resolution. The salesforce provided case feed visualforce components enable you to create a customized page within a salesforce classic app.

Joining the case and case feed objects. Feed filters feed the feed is one of the key features of the case feed functionality. Then search for content within that selection. Hence the name i suppose one of the complaints we hear from a lot of service users is that there is no way to view a chronological list of everything that has happened to a case in one place.

The spring 20 update that provides hover over dialogs for cases when you hover over the subject line from a case list view are great. Gain instant visibility into the timeline of a support case with a flexible feed based layout. You might need to do some additional setup for enabling case feed in salesforce. For example filter by topic in the case feed view.

A filter option is direly needed to read through the feed better. Let s imagine you have a star support agent ke ala who has a very large case load. This would provide a user with a quick view of all chatter updates that were critical to the resolution of a case. Content of posts in the case.

I ve created a custom report type. This is a great addition for users of case feed because it begins to provide the ability to monitor and measure agent collaboration on a case. The new feature is missing some important capabilities however. To create custom salesforce console components that interact with case feed actions publish the case feed related events using the publish method on the sfdc canvas publisher object in the salesforce classic publisher javascript api.

Ideally we could combine filter search functionalities in some form. Such as you will have to create a permission set in which you will have to give use case feed permission and assign it to the users so that users can use the new case feed view also you may want to create a new feed view and customize as per your requirement such as placing the fields. Toggle set two factor authentication login requirements and custom policies for single sign on social sign on and communities.