Managing the Feed

Overview

The Feed is a collaborative tool where team members can @mention each other and provide ongoing commentary and updates within the context of a record in Practifi. Users can access the Feed from within a Key Entity record or from within related records like Tasks. This article shows you how to control Feed permissions and how to turn Feed tracking on and off for additional Practifi objects.

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

Managing Feed Permissions

You can modify your organization's Chatter Settings and Permission Sets to prevent users from editing or deleting Feed posts. For more information on Feed permissions, please see this Salesforce Help article.

Chatter Settings

To disable Feed post editing for all users:

1. From Salesforce Setup, use the Quick Find search to search for 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. The Practifi - Feed - Manage Posts 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 and deleting Feed posts, you should 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.

Feed Tracking

Posts made to the Feed can be related to many of the objects associated with a Household, Individual or Organization, which also roll up to that related Key Entity's Feed. To allow these posts to flow through for some of our newer objects, a Practifi Administrator must make a change in Salesforce Setup.

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

• Deliverable
• Division
• Reference Document
• Risk Tolerance Questionnaire

Please note: The following steps will help System Administrators with any future Feed tracking enablement or removal needs for additional objects beyond those stated here. If you run into any issues with the process, please reach out to Practifi Support. 

Enabling Feed Tracking

To enable Feed Tracking, do the following:

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 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 Questionnaire and Reference Document, if desired.

Disabling Feed Tracking

To disable Feed Tracking, do the following:

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 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 and select the Enable Feed Tracking checkbox to uncheck this option.
4. Click Save.

Archiving Feed Posts

Your organization might want to archive Feed posts after a certain period of time for compliance purposes. This functionality is not available out of the box, but you can find archiving solutions in the Salesforce AppExchange.