Managing the Feed

Overview

The Feed is a collaborative communication tool that enables your team to stay connected and aligned on client work. Team members can @mention colleagues, share updates, and maintain an ongoing conversation thread directly within any Key Entity record (Household, Individual, or Organization) or within related records such as Tasks, Opportunities, and Cases. This creates a centralized communication history that travels with your client data, ensuring that critical context is never lost when team members transition or collaborate across departments.

For wealth management teams managing complex client relationships, the Feed eliminates the need to switch between email, chat applications, or separate note-taking systems. All client-related discussions remain accessible to authorized team members, creating transparency and continuity in client service delivery.

This article shows you how to control Feed permissions, enable or disable Feed tracking for specific objects, and explore archiving options for compliance purposes.

• Managing Feed Permissions
  • Chatter Settings
  • Permission Sets
• Feed Tracking
  • Enabling Feed Tracking
  • Disabling Feed Tracking
• Archiving Feed Posts

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Managing Feed Permissions

Controlling who can edit and delete Feed posts helps your organization maintain data integrity and establish clear accountability for client communications. You can configure Feed permissions at two levels: organization-wide through Chatter Settings or for specific user groups through Permission Sets. For more information on Feed permissions, please see this Salesforce Help article.

Chatter Settings

Organization-wide Chatter Settings let you disable Feed post editing for all users, ensuring that once a post is published, it cannot be edited. This creates an immutable audit trail of all communications.

To disable Feed post editing for all users:

1. In Salesforce Setup, use Quick Find to find and select Chatter Settings.

   

2. On the Chatter Settings page, click the Edit button.

   

3. Under Post and Comment Modification, uncheck the Allow users to edit posts and comments box.

   

4. Click Save.

Permission Sets

The Practifi - Feed - Manage Posts permission set includes the Can Approve Feed Post and Comment permission, which lets assigned users edit and delete Feed posts and comments. This permission set is included in the Practifi - Administrator and Practifi - Super User permission set groups by default.

If you want to prevent Super Users and/or Administrators from editing or deleting Feed posts, remove the Practifi - Feed - Manage Posts permission set from the permission set group(s).

Please note: If you have assigned the Can Approve Feed Post and Comment permission separately, it should be removed, as shown in this Salesforce Help article.

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Feed Tracking

Feed tracking automatically displays posts and updates in the Feed when changes are made to specific objects. When enabled for objects like Deliverables, Divisions, Reference Documents, and Risk Tolerance Questionnaires, your team gains visibility into important changes without manual updates. This is particularly valuable in wealth management environments where tracking deliverable status, division reassignments, or updated compliance documents can help teams respond quickly to changing client needs.

Posts made to tracked objects that are associated with a Household, Individual, or Organization will automatically roll up to that Key Entity’s Feed, creating a comprehensive timeline of all client-related activity.

Enabling Feed Tracking

The steps below outline how to enable Feed Tracking for the following objects:

• Deliverable
• Division
• Reference Document
• Risk Tolerance Questionnaire

Please note: These steps can be applied to enable Feed tracking for any additional Practifi objects as needed. If you encounter any issues with the process, please reach out to Practifi Support.

To enable Feed Tracking:

1. Navigate to the Salesforce Setup page by clicking the gear icon in the upper right-hand corner of the page and select Setup.

2. Use the Quick Find on the left-hand side to search for Feed Tracking and select the Feed Tracking option within the Chatter menu.

   

3. On the Feed Tracking page, scroll down and select Deliverable.

   

4. Check the Enable Feed Tracking checkbox, then click Save.

   

5. In the Object list, scroll down and select Division.

6. Check the Enable Feed Tracking checkbox, then click Save.

   

7. Repeat these steps for the Questionnaire and Reference Document, if desired.

Disabling Feed Tracking

To disable Feed Tracking:

1. Navigate to the Salesforce Setup page by clicking the gear icon in the upper right-hand corner of the page and select Setup.
2. Use the Quick Find on the left-hand side to search for Feed Tracking and select the Feed Tracking option within the Chatter menu.
3. On the Feed Tracking page, scroll down and select the relevant object you would like to disable.
4. Uncheck the Enable Feed Tracking checkbox.
5. Click Save.

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Archiving Feed Posts

Many wealth management firms have record retention requirements specifying how long client communications must be retained. While Salesforce does not include built-in Feed post archiving functionality, several third-party solutions on the Salesforce AppExchange can help your organization meet compliance obligations by automatically archiving or removing Feed posts after a specified period.