How to enable feed based layout in salesforce

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Unfortunately Salesforce not allow to modify it, so you have to ‘Clone’ existing layout from Create New Page Layout, then select a layout in Existing Page Layout, and tick Feed-Based Layout. Once the new page layout clone from old layout, you need to modify Page Layout Assignment to newly created layout.

To enable feed tracking, from Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking. Create a new page layout and select Feed-Based Layout . Note Only new page layouts can be feed-based; you can’t change an existing standard layout to a feed-based layout.

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Answer


How do I enable feed view for page layout in Salesforce?

Go to Setup | Customize | Cases | Page Layouts Select a feed based layout. Click on the Feed View link on the page layout editor header. Select Enable Compact Feed View in the Console from the Feed View Options section. Click on Save.


What is a feed based layout Salesforce?

Unlike standard page layouts, which include all of a record’s information—the feed, details, and related lists—on one page, feed-based layouts let you switch between the feed view and the details view so you can focus on the type of information you need at any given moment.


How do I change the layout of my feed based page?

To convert the feed-based layout to a regular page layout, use these steps as a workaround.From Setup, click Customize, select the object, and click Page Layouts.Click New.Choose the existing feed based layout which will be cloned.Type a name for the new layout.Leave Feed-Based check box unchecked.Click Save.More items…


How do I change the feed layout in Salesforce?

Create and Edit Feed Layouts in Case FeedFrom the object management settings for cases, go to Page Layouts.How you access the Case Feed Settings page depends on what kind of page layout you’re working with. … Choose the tools, components, and options for your feed view page.Click Save.


How do you check if layout is feed based?

You can check a layout whether is normal or feed based from Setup menu and go to object Page Layout, for example for Opportunity: Setup – Customize – Opportunities – Page Layouts. Then see last column Feed-Based Layout is ticked.


Where is Case Feed layout in Salesforce?

From the object management settings for cases, go to Page Layouts. How you access the Case Feed Settings page depends on what kind of page layout you’re working with. For a layout in the Case Page Layouts section, click Edit, and then click Feed View in the page layout editor.


How do I change page layout in Salesforce?

Edit Page Layouts ManuallyLog into Salesforce and click the Setup button.On the left menu, click Objects and Fields and select Object Manager.Click one of the following: Account, Opportunity, Product, Work Order or Asset.Click Page Layouts in the left menu.Click the respective Page Layout.More items…•


How do I change the lead layout in Salesforce?

After creating a new record type, go to Setup > Customize > Leads > Page Layouts and click on New, if you haven’t already created a new page layout. Once you have created a new layout, navigate to the same location and click on the “Page Layout Assignment” button.


How do I use page layout in Salesforce?

Create Page LayoutsFrom the management settings for the object that you want to edit, go to Page Layouts.Click New.Optionally, choose an existing page layout to clone.Type a name for the new layout.More items…


What is case feed in Salesforce?

Case Feed streamlines the way you create, manage, and view cases. It includes case actions like creating case notes, logging calls, changing the case status, and communicating with customers in a Chatter feed.


What must you do to get started with case feed in lightning experience?

Before you can use case feed in Lightning Experience, you must recreate the Change Status publisher as a quick action. Make it simpler for agents to reassign cases in Lightning Experience by adding an Update a Record quick action to the case page layout.


How do I add an email to a case feed in Salesforce?

From Setup, click the Object Manager tab. Select Cases, and open the Buttons, Links, and Actions setup page. Click New Action. For Action Type, select Send Email….For Field Name, select one of the following fields:To Recipients.CC Recipients.BCC Recipients.


Monday, May 26, 2014

In Spring ’14 release, Salesforce introduce Feed-Based layouts, page will split into 2 tab, where one for the record’s feed, and one for its details, including related lists.


Salesforce Feed-Based Layout

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