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Salesforce Reporting and Dashboards

You're reading from   Salesforce Reporting and Dashboards Master the art of building successful reports and dashboards with this comprehensive guide

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Product type Paperback
Published in Mar 2015
Publisher Packt
ISBN-13 9781784394677
Length 306 pages
Edition 1st Edition
Concepts
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Author (1):
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Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
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Toc

Table of Contents (11) Chapters Close

Preface 1. Introducing Salesforce.com FREE CHAPTER 2. Managing Data in Salesforce.com 3. Creating Your First Report 4. Working with Reports 5. Learning Advanced Report Configuration 6. Creating Your First Dashboard 7. Learning Advanced Dashboard Configuration 8. Accessing Historical Data 9. Dashboards and Reports in Salesforce1 Index

Implementing Chatter Feed Tracking


Chatter feed tracking is similar to field history tracking, but they are not related at all. When a user follows a record tracked by a Chatter feed, any changes to the fields tracked will be seen on the user's Chatter feed, an example of which is shown here:

As they are Chatter feeds, other users can add comments, like them, bookmark them, and add topics on those feeds as per normal Chatter feeds.

Enabling Chatter feed tracking

Like field history tracking, enabling Chatter feed tracking is only for system administrators. There is no difference between standard and custom objects here. Perform the following steps to enable Chatter feed tracking:

  1. Navigate to Setup | Customize | Chatter | Feed Tracking.

  2. Select the object, for example, Account.

  3. Tick Enable Feed Tracking.

  4. Select the fields you want to track—up to 20 fields.

  5. Click on the Save button to continue.

The same with field history tracking, for long text area, rich text area, and multi-select picklist fields...

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