Managing Feed Tracking

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Overview

Posts made to the Feed can be related to many of the objects associated with a Household, Individual or Organization, which also roll up to that related Key Entity's Feed. To allow these posts to flow through for some of our newer objects, a Practifi Administrator must make a change in Salesforce Setup.

This article outlines how to enable Feed Tracking for the following objects:

  • Deliverables

  • Reference Documents

  • Risk Tolerance Questionnaire

Please note: The following steps will help System Administrators with any future feed tracking enablement or removal needs for additional objects than those stated here. If you run into any issues with the process, please reach out to Practifi Support. 

 

Enabling Feed Tracking

To enable Feed Tracking, do the following:

  1. Navigate to the Salesforce Setup page by clicking the gear icon in the upper right-hand corner of the page (represented by Settings_Cog.png) and select Setup.
  2. Use the Quick Find on the left-hand side to search Feed Tracking and select the Feed Tracking option within the Chatter menu.
  3. On the Feed Tracking page, scroll down and select Deliverable.
  4. Check the Enable Feed Tracking checkbox, then click Save.
  5. Repeat Steps 3-4 for Questionnaire and Reference Document, if desired.

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Disabling Feed Tracking

To disable Feed Tracking, do the following:

  1. Navigate to the Salesforce Setup page by clicking the gear icon in the upper right-hand corner of the page (represented by Settings_Cog.png) and select Setup.
  2. Use the Quick Find on the left-hand side to search Feed Tracking and select the Feed Tracking option within the Chatter menu.
  3. On the Feed Tracking page, scroll down and select the relevant object you would like to disable and select the checkbox.
  4. Click Save.
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