Posting event messages to the Chatter feed
- Helen Griffith
How do I turn on or off posting event messages to the Chatter feed?
If you are using Salesforce Classic, you can automatically post to the Chatter feed within the related Salesforce record. You can automatically post in response to the following events:
- When an agent adds notes in the Log a Call area while on a call.
- When an agent schedules a callback.
You can turn this feature on or off for each type of event. To turn the feature on or office use the Post to Chatter when saving note and Post to Chatter when creating callbacks check boxes in custom settings. Select the appropriate check box to turn on the feature and clear the check box to turn off the feature.
For information about the Post to Chatter when saving note and Post to Chatter when creating callbacks check boxes, see Configuring custom settings for optional Vonage Contact Center features in Salesforce.
- Configuring page layouts for adding and displaying call notes in Salesforce Classic
- Configuring a Log a Call console component for adding and displaying call notes in Salesforce Classic
- Saving Log a Call notes in task records
- Customizing the Log a Call area
- Hiding fields for relating calls to objects
- Enabling an agent to relate a call to multiple records
- Restricting which object types agents can relate calls to
- Populating the Due Date field on task records
- Setting Log a Call to automatically link the call to the record in focus
For general assistance, please contact Customer Support.
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