Post a message to a record feed

Use Live Feed to post a message to a record feed.

Before you begin

Role required: none

Procedure

1. 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 buttonin the form header.
   • Compose the message and add images and links.

2. In the To list, select the record where you want to post the message.

   Note: Applies to Live Feed only.

3. 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.

4. 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.

Parent Topic:Working with record feeds