Create Custom Feed Filters for Case Feed
- From Setup, enter Cases in the Quick Find box, then select Feed Filters.
- Click New.
- In the Feed Filter Information section, enter the filter label, name, and description.
- In the Feed Filter Criteria section, define how to populate this filter. You can create more refined filters using the OR function.FieldDescriptionFeed Item TypeSpecifies the feed type to include in the filter. For example, the Created Record feed item type shows feed items about new records. Related ObjectSpecifies the object associated with the selected feed item. The list includes all objects related to the Case object. The objects in the list vary depending on how your organization is set up. For example, if you selected Created Record as the feed item type, you might select Case as the related object. This filter then shows new Cases.VisibilitySpecifies whether to include a feed item in the filter based on the feed item’s visibility. The visibility depends on the security and sharing settings for the related object. Visibility can include either All Users or Internal Users. For example, suppose that you selected Case Comment Feed as the feed item type and Internal Users as the visibility. This feed filter then shows case comments made by internal users.
- Click Save.
- After you define your custom feed filters, add the filters to the list of selected filters in the Feed Filter Options section of the page layout’s Feed View settings.