Review and Approve Posts and Comments in Your Experience Cloud Site
Moderation rules to review and approve content ensure that non-compliant and inappropriate content isn’t immediately visible to everyone in your Experience Cloud site. Posts and comments pending review aren’t displayed in the feed; only the author and moderators can see pending posts and comments in the feed. An author can see a pending comment on a pending post only if the author posted both. After you set up the rules, moderators can approve content directly in the feed and in Experience Workspaces.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To approve, delete, or edit posts and comments that are pending review: An author can see a pending comment on a pending post only if the author posted both. | Can Approve Feed Post and Comment |
| To approve, delete, or edit posts and comments that are pending review: |
Can Approve Feed Post and Comment AND Access Experience Management OR Manage Experiences OR Create and Set Up Experiences AND Is a member of the Experience Cloud site |
To set up a moderation rule to review and approve posts and comments, in Experience Workspaces, go to Moderation | Rules and create a content rule that uses the Review action. Here are some ways that you can use rules to review content.
- Self-Service
- Does your site allow members to self-register? You can set up a rule to review and approve questions from all your self-registering users. Use member criteria that includes only your guest user profile and filters for members who were created in the past seven days.
- Have spammers ever attacked your site? Use member criteria that includes only your guest user profile and filters for members that have never contributed.
- Partners
- Want to ensure that your partners aren’t discussing a recent acquisition or other sensitive transactions? You can set up a rule to review posts and comments that include keywords such as “acquisition” or “merger.”
- Employees
- Does your site require HIPAA compliance? Set up your rules to review posts and comments from all your employees.
Pending Review is displayed in the header of the post or comment until it’s approved. Remember that while a post or comment is pending approval, the author can still edit or delete it, however they can’t comment on it. An author can see a pending comment on a pending post only if the author posted both. To prevent the author from editing the post or comment, you can disable feed post editing for certain users.
There are two ways to review and approve posts and comments.
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Use the preconfigured Pending Discussions Insights report on the Moderation Overview
page in Experience Workspaces.
To get this report, install the Salesforce Communities Management (for Communities with Chatter) package from the AppExchange. Use the Pending Discussions report to see all the posts and comments that are pending review. The report displays the contents of posts and comments so you can quickly assess whether that content is spam or harmless. You can then approve or delete the item directly from the report. You can also perform mass-action and approve multiple items at once.
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Approve posts and comments directly in the feed.
In the feed, users with the Can Approve Feed Post and Comment permission see an extra action in the post or comment dropdown menu. If the item is inappropriate, they can delete it. If it has a typo, they can edit it.
After the item is approved, the author receives an email letting them know the item is approved and providing a link to it. Email notifications, such as @mentions notifications, are sent only after the item is approved.