Exploring Live Feed Core UI
Summarize
Summary of Exploring Live Feed Core UI
Live Feed provides a searchable, collaborative knowledge source within an organization, allowing users to share and interact with messages, links, and images in real-time. It requires the Core UI and is not supported in the Next Experience UI, where it is automatically disabled. Although Live Feed has been discontinued, it remains active in the Australia release for customers using Core UI, with ongoing exploration for future service enhancements.
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Key Features
- Posting and Interaction: Users can post, reply to, and rate messages that may include links and images.
- Automatic Notifications: Administrators can configure automatic messages triggered by record updates across the system.
- Email Subscriptions: Users can subscribe to feeds to receive email notifications when new messages are posted.
- Accessibility: Supports keyboard navigation for users leveraging platform accessibility options.
- Feed Types: Includes company, group, individual, and record-specific feeds.
- Hashtags: Enables categorization and improved search by tagging messages with keywords.
- Domain Separation: Live Feed supports domain separation at the data level, allowing secure multi-domain usage.
User Roles and Responsibilities
- Admins: Responsible for activating, configuring document and record feeds, setting up notifications, and managing security.
- Users: Can subscribe to feeds, post content, use hashtags, and collaborate on records via Live Feed.
Benefits for Customers
- Integrated Collaboration: Document and record feeds enable users to work on tasks and records directly through the Live Feed interface.
- Automatic Record Updates: Posts can be maintained as comments or work notes if records contain journal fields, ensuring traceability.
- Targeted Communication: Teams can be grouped to subscribe to specific feeds, focusing communication on relevant topics.
Practical Considerations
- Live Feed v2 is enabled by default on new instances; upgrading customers must activate it manually.
- Since Live Feed is not compatible with Next Experience UI, customers moving to Next Experience should plan accordingly.
Next Steps for Customers
To implement and optimize Live Feed, customers should explore documentation on activating, administering, and using Live Feed to tailor it according to their organizational needs.
Live Feed content forms a searchable knowledge source for sharing information within an organization.
Live Feed overview
Core UI is required to use Live Feed. Live Feed is not supported in Next Experience. If you turn on Next Experience, Live Feed is automatically disabled and will no longer work. See Next Experience UI for more information.
While Live Feed has been discontinued, we are always exploring new ways to enhance our services. Stay tuned for future updates and improvements.
Live Feed content forms a searchable knowledge source for sharing information within an organization. Main features include the following:
- Users can post, reply to, and rate messages, including links and images.
- Administrators can set up automatic messages that are generated when specific records are updated throughout the system.
- Users can subscribe to receive email notifications when new messages are posted.
- Users who take advantage of the accessibility options in the platform can tab through a Live Feed to navigate.
Live feed can be domain separated at the data level only. For more information on Live Feed and domain separation, see Domain separation in Live Feed.
Live Feed users
| User | Description |
|---|---|
| Admins | Admins activate and administer Live feed in the following ways:
|
| Users | Users can subscribe to feeds, post content, work on records, and use hashtags. |
Live Feed benefits
| Benefit | Feature | Users |
|---|---|---|
| Document feeds allow users to work on tasks and other records through the Live Feed interface. Users can post messages in Live Feed that are automatically maintained as comments or work notes on the record, if the record has these journal fields. | Document feeds | Configuration: Admins Users: anyone |
| Record feeds allow users to work on tasks and other records through the Live Feed interface. Users can post messages in Live Feed that are automatically maintained as comments or work notes on the record if the record has these journal fields. | Record feeds | Configuration: Admins Users: anyone |
| When a record is inserted or updated on a specific task table and the notification conditions are met, a message is generated and posted to the specified group or to the company feed. | Live Feed table notifications | Configuration: Admins Users: anyone |
| Users can be combined into teams for the purpose of subscribing to specifically-focused feeds. | Teams in Live Feed | Configuration: Admins Users: anyone |
| Hashtags are words marked with a hash symbol (#) in messages. Hashtags are a way to categorize messages by keyword or topic for improved search results. | Hashtags in Live Feed | Anyone |