Index Chatter Feeds

This article describes how to index the Chatter feeds that are associated with each type of object in your Salesforce organization.

Tip
Leading practice

Chatter feed objects are easy to identify in your source configuration because they all have a Feed suffix (e.g., Account Feed and Case Feed).

indexChatter

Index Chatter Feed Objects

  1. Create a dedicated Salesforce crawling user.

  2. On the Sources (platform-eu | platform-au) page, click Add source.

  3. Add a Salesforce source linked to your Salesforce organization and specify the following configuration information:

    1. Source name: Enter a significant name. This source will index your Chatter feed objects.

    2. Schema version: Select the Current version in the drop-down menu.

    3. Objects: Deselect the Service Cloud object.

    4. Click Select specific objects manually.

  4. Select the Chatter feed objects you want to index (e.g., Account Feed and Case Feed).

    Important

    To index site Chatter (i.e., community Chatter), you must select the User Feed and Collaboration Group Feed objects.

  5. Select the Feed Comment object to index the feed comments associated with each Chatter feed object you selected.

  6. In the right pane, select or deselect the Salesforce fields that you want or don’t want to index.

    Tip
    Leading practice

    All the required metadata is selected by default.

    Repeat this step for each Chatter feed object you selected.

  7. Configure the Content security, Salesforce organization, and Access tabs.

  8. Finish adding your source.

Common Use Cases for Indexing Chatter

This section describes the objects you must select and the conditions you must set to index the Chatter feed items that apply to the most common use cases. For information on setting conditions, see Managing Conditions Applied to an Object.

Internal User Updates

To index Chatter feed items created by users using the Chatter tab in the Salesforce Service application, select the object and set the condition listed in the following table.

Object Condition Description

User Feed

Network Scope Equals null

Indexes only internal Chatter posts.

Chatter Groups

To index Chatter feed items inside a group, select the object and set the conditions (as appropriate) listed in the following table.

Object Condition Description

Collaboration Group Feed

Network Scope Equals null

Indexes the Chatter of internal groups.

Network Scope Not equals null

Indexes the Chatter of external community groups.

One of the following:

  • In <network ID>

  • Equals <network ID>

Indexes the Chatter of specific community groups.

parent.CollaborationType Equals 'Public'

Indexes only the Chatter of public groups.

Specific Community Chatter

To index the Chatter feed items created by users inside a specific community, select the objects and set the condition listed in the following table.

Important

The condition must be set on both objects.

Object Condition Description

User Feed

Network Scope Equals '<NetworkID>'

Indexes the Chatter of a specific network.

Collaboration Group Feed

To index only the related Chatter of a specific parent object respecting the parent conditions, follow the guidelines outlined in this example.

Note

This use case isn’t supported if the Salesforce Sharing Settings of the parent object is set to Public.

Example
Object Condition Description

Case

RecordType.Name Equals 'Backend Issue'

Indexes the cases of type Backend Issue, as well as the related Chatter that applies to these cases.

Case Feed

None

Permissions

As a general rule, users who can view a parent record can also view the Chatter feed item. For example, a feed item posted in a group can be viewed by all the group members.

Note

The only exception applies to the User Feed and Collaboration Group Feed objects. To view Chatter feed items created inside a community (i.e., Network Scope Not equals null), a user must also be a member of that community.

Known Limitations

  • Indexing Chatter related to Knowledge articles isn’t supported.

  • Indexing of user nicknames in community posts isn’t supported.

  • Only Chatter feed items with a Published status are supported (i.e., Status = 'Published'). Feed items with a status of Draft or PendingReview are currently ignored.

  • The following item types are currently supported:

    • TextPost

    • LinkPost

    • ContentPost

    • PollPost

    • QuestionPost

    Note

    If you require support for another item type, contact us to submit a case.