Relate Taskfeed to other Records in Salesforce

Overview

Taskfeed has been designed to work alongside your Salesforce Standard and Custom Objects. Out of the box, Taskfeed provides lookup fields to relate Account or Opportunity records to a Taskfeed Board or a Taskfeed Task.


Relate Taskfeed to Other Salesforce Records

To  associate a Board and/or a Task to other records in Salesforce such as Case, Lead or a custom object record like a Project, Salesforce Administrators must create additional lookup relationships in either Taskfeed Board, Taskfeed Task or both. The lookup relationship will link Taskfeed to other Salesforce standard or custom object records.

⚠️Important: Once the custom lookup relationship is created:

1. Consider adding the new field is on the page layout

2. Consider adding the new field to the Edit Modal Field and Record Detail Pane field sets in the Taskfeed object where the relationship was created.

3. If the lookup relationship on Taskfeed Board is with a custom object, ensure the field is also added on the Field Copy Field Set layout.


Adding Related Lists

To view related Taskfeed Boards and Taskfeed Tasks from an Account or an Opportunity record, your Salesforce Administrator must add the Taskfeed Board and Taskfeed Task-related lists to the Related section in the Account and Opportunity page layout.




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