Make it easier for your users to work with account, contact, lead, opportunity, custom, and external object records by creating feed-based layouts. These layouts include two separate views: one for the record’s feed and one for its details.
Required Editions
| Available in: Salesforce Classic |
| Available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, and delete page layouts: | Customize Application |
Before you begin, ensure that feed tracking is enabled for the object on which you want to create a feed-based layout. To enable feed tracking, from Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.
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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. -
Click Edit next to your layout and use the enhanced page layout
editor to configure it.
You can’t configure feed-based layouts with the original page layout editor.
- On the main page layout editor page, customize the publisher to include the actions you want to make available to users, and add any custom buttons or links.
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Click Feed View in the page layout editor header to customize
what appears on the feed page.
You can:
- Enable full-width feed so the feed expands horizontally when users view records in Salesforce console tabs or subtabs.
- Turn on compact feed so users see a cleaner, more streamlined feed view when working with records in Salesforce console tabs or subtabs.
- Choose to automatically collapse the publisher when it’s not in use so users can see more of the information below it on the page.
- Add custom components, which are Visualforce pages with functionality you define.
- Choose where on the page custom buttons and links and standard components like the Follow button and followers list appear.
- Hide the standard sidebar.
- Choose which feed filters are available, and where they appear.
- Assign the page layout to user profiles.