Use Live Feed to post a message to a record feed.
Before you begin
Role required: none
Procedure
-
Open the record feed in one of the following ways:
- From your homepage (must already be following the record)
- As a team in Live Feed (must already be following the record)
- From My Live Feed (must already be following the record)
- From the Live Feed pop-up window
- From the Live Feed tab on the activity
formatter
- Click the Show Live Feed button (
) in the form header.
-
Compose the message and add images and links.
-
In the To list, select the record where you want to post the message.
Note: Applies to Live Feed only.
- Optional:
Select the Work Notes check box to post the message as a work note.
Only users with access to work notes on the record can post and see work notes. This option is only available for records that have a journal field.
-
Click Post.
Note: If the record has journal fields for comments or work notes, your message is automatically added to the appropriate field on the record. If the record has a standard text field for comments on the activity formatter, each live post overwrites the field value. Comments added through Live Feed start with #LiveFeed on the activity formatter.