As users swarm on customer issues, measure engagement with Swarming dashboards and
reports, manage your settings, and stay on top of Swarming limitations.
Required Editions
- Limitations and Considerations for Swarming
Before you use Swarming, make sure you understand its limitations.
- Create a Swarm Report
To create swarm reports, use the out-of-the-box Service Cloud Swarming Reports and Dashboards AppExchange package, or create one of three report types. The package preconfigures report types, delivers several Swarming reports, and includes a complete swarming dashboard.
- Change a Swarm Record’s Slack Channel Name
When a swarm record is created in Salesforce, the swarm record’s name appears in the Collaboration Room field. If the Slack channel name contains sensitive information, consider changing the name in Slack or updating the Collaboration Room field. You can also choose to hide the Collaboration Room field from certain users.
