Recall from an earlier tutorial that users can follow Merchandise records and collaborate on them using Chatter. When you are following a record, automatically pushes notifications about updates to you. The feed for the record becomes a running log that users can post comments to, attach files or links to, and collaborate on the data record.

If you look at the default Invoice page layout in the Warehouse app that this series of tutorials is building, social collaboration isn't available. Why not? When you created the Warehouse app, the app wizard automatically enables feed tracking on the original object — in this case, Merchandise. However, for new custom objects, does not enable feed tracking by default. But it's easy to enable this functionality yourself in just a minute or two without any coding.


You must complete all previous tutorials in this series, starting with Quick Tutorial 1: Build a Cloud App in 5 Minutes.

Step 1: Examine the Merchandise Page Layout

Log into your DE org, select the Warehouse app, and click the Merchandise tab. Click into any piece of merchandise.

Qs9 merch.png

Review the Merchandise page layout. Notice the top half of the page is dedicated to social collaboration. You can follow a piece of merchandise, attach files, and post useful links. You want that functionality for invoices too.

Step 2: Enable Social Collaboration for Invoices

To add feed tracking for an object, from the Setup screen, enter feed in the Quick Find box.

Qs7 feed search.png

Click Feed Tracking and notice two fields are being tracked for Merchandise. Then take a look at your Invoice object and notice no fields are being tracked.

To enable feed tracking for Invoice, click Invoice, select Enable Feed Tracking, select Status, and click Save (see below).

Qs7 feed invoice.png

You're done!

Step 3: Try Out the App

Now that you've finished modifying the Invoice page layout, click the Invoices tab, click into the detail page for an Invoice, and have a look around.

Notice that the Chatter feed for an Invoice is now available. You can collaborate on this invoice by clicking Follow. Now if you update an invoice (to change it from Closed to Open for example), anything that happens to the invoice status will automatically appear in your Chatter feed, and anyone else who follows this invoice.

Qs7 finish.png

Tell Me More

This tutorial only touches on Chatter, focusing on the feeds for a custom object. From the app menu in the upper right, select Salesforce Chatter to see a feed-centric view of data in your organization. The Chatter app lets you securely collaborate with other users in your organization — kind of like a private, secure Facebook just for you and your coworkers.

Qs9 salesforce chatter.png

Next Steps

In the next tutorial, you learn how to customize your app's UI even more by creating different types of reports.