Start tracking your progress
Trailhead Home
Trailhead Home

Enable Feed Tracking

Learning Objectives

After completing this unit, you’ll be able to:
  • Describe feed tracking.
  • Enable and configure feed tracking for an object.

Introduction to Feed Tracking

The records you work with from day-to-day have lots of fields of information. For example, an account has fields for an account number, owner, name, and parent account. Often, it’s useful for your users to be notified when a field value changes—an account gets a new owner or its name is revised. That’s where feed tracking comes in. It lets you select the record fields to follow. When a tracked field changes, it triggers both Chatter posts and email notifications. Feed tracking makes it easy to see changes to critical records anytime, anywhere.

Many records and fields are tracked by default, and you can add more of your own. You can track fields on User, Group, Custom, and External objects, and the following standard records: Account, Article Type, Asset, Campaign, Case, Contact, Contract, Dashboard, Event, Lead, Opportunity, Product, Report, Solution, and Task.

Note

Note

In Lightning Experience, Feed Tracking must be enabled for an object for Chatter to be available to it. The only exceptions are Group, Site, and User objects; no matter whether Feed Tracking is enabled on those objects, Chatter is available to them.

Here are fields that are tracked by default when you enable feed tracking for:
  • Account: Account Name, Account Owner
  • Case: Case Owner, Priority
  • Group: Allow Customers, Description, Access Type, Information, Information Title, Name, Owner
  • Contact: Account Name, Contact Owner, Name
  • Lead: Lead Owner, Lead Status, Name
  • Opportunity: Amount, Close Date, Opportunity Name, Opportunity Owner, Stage
  • User: About Me, Address, Email, Manager, Phone, Title
Note

Note

Sharing rules and field-level security affect the visibility of record changes in Chatter feeds. Users must have access to a record to see notifications about changes to that record in their feeds. In Chatter, tracked field updates that are older than 45 days and have no likes or comments are deleted automatically.

Enable and Customize Feed Tracking

Let’s enable feed tracking for Contact records and add some fields to track.
  1. From Setup, enter Feed Tracking in the Quick Find box, and then click Feed Tracking.

    Chatter feed tracking

  2. From the list of objects, select Contact.
  3. Select Enable Feed Tracking.
    Note

    Note

    If Enable Feed Tracking is already selected in your Trailhead Playground, it saves you a step. Feed tracking isn’t enabled by default for all objects. So remember to take this step when you’re setting up your own feed tracking.

  4. Select up to 20 fields to track.
  5. Click Save. After you save your changes, the number of tracked fields appears to the right of the Contact object.

When someone changes a tracked field on a Contact, the feed on the Contact is updated with a system message noting the change. People who follow the Contact also see the update in the What I Follow Feed when the filter is set to All Updates.

Tip

Tip

Even though you can track up to 20 fields per object, be selective and track only the fields that are important to your users. Tracking just the fields that are important to your users reduces potential noise in their feeds. Work with your users to find out which record changes really matter to them, and enable feed tracking for only those fields.

Resources

Lightning bolt icon used to indicate that the content is for Lightning Experience

Remember, this module is meant for Lightning Experience. When you launch your hands-on org, switch to Lightning Experience to complete this challenge.

retargeting