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Create Feed-Based Page Layouts in Salesforce Classic

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Create Feed-Based Page Layouts in Salesforce Classic

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.

  1. Create a new page layout and select Feed-Based Layout.
    Note
    Note Only new page layouts can be feed-based; you can’t change an existing standard layout to a feed-based layout.
  2. 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.
  3. 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.
  4. 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.
  5. Assign the page layout to user profiles.

See Also

 
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