If you like it, you don’t need to bother your Salesforce administrator to do this. (unless Chatter is not enabled, in which case you should beg them for Chatter, but that’s another blog post). Here’s how to do it: Open your favorite list view. Click the “Chatter” button.
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What can you do with Salesforce Chatter?
Here are the main things you can do with Salesforce Chatter: Post updates or comments in Groups or on a record. Share files and links. Post polls. Create draft posts to share later. View Chatter Feeds for past activity relating to a specific record, or across your organization.
How do I edit a list view in Salesforce?
You can still edit all of a record’s details from list views. Find the Edit option in a record’s action menu. And same as in Salesforce Classic, you can update many of a record’s fields right in a list view. Hover over fields to see which ones are editable ( ) and which ones can’t be modified ( ).
How to create a list view in Salesforce lightning experience?
Just like in Salesforce Classic, when creating a list view in Lightning Experience you assign a name, add filters, and pick the fields to show. But the setup flow occurs in stages now. As a result, you see the actual list view as you add filters, so you can check the results of your choices in real time.
What is Salesforce Chatter by christchristine?
Christine is the Salesforce Evangelist at Salesforce Ben. She is a 6 x certified Salesforce MVP, a regular speaker at Salesforce events, and leads the Bristol Salesforce Admin group. Salesforce Chatter is a collaboration tool built into the Salesforce user interface.
How do I turn on Chatter in Salesforce?
Step 1: Go to Setup > Customize > Chatter > Chatter Settings. Step 2: Click on Edit button. Step 3: Click Enable checkbox, and change the settings according to your need and Save.
How do I see Chatter posts in Salesforce?
Currently, you can view Chatter feeds on list views for opportunities, accounts, cases, leads, campaigns, contacts, and custom objects.To see the feed on a standard or custom object list view, go to the view and click. Feed. … Click List to display the list view again.
How do I turn on Chatter opportunity?
In order to show those action in Chatter component on the Opportunity record page, You need to add those action in page layout in the Salesforce Mobile and Lightning Experience Actions section. Once you added those action, make sure you have the chatter component added in Lightning page for that object record.
How do I change the Chatter feed in Salesforce?
Allow editing of posts and comments in Chatter settingsLog in to Salesforce with your System Administrator account.Go to your organization settings and select Setup.Navigate to Feature Settings > Chatter > Chatter Settings.Select Edit to change the settings.More items…
What is the difference between Chatter and Chatter feed?
Hello, Chatter feeds show you posts and comments you and other people make, as well as record updates across your Salesforce organization. Chatter Answers is a self-service and support community where users can post questions and receive answers and comments from other users or your support agents.
Does Salesforce chatter still exist?
You must be a Salesforce user for full access There is also a free Chatter license available for anyone in your company (up to 5,000 users) which provides access to Groups and File Sharing, but no access to collaboration around records.
How do I customize Chatter in Salesforce?
From Setup, enter Group Layouts in the Quick Find box, then select Group Layouts.Click Edit next to the group layout that you want to customize, or click New to create a layout.From the palette on the top of the page, drag fields, buttons, and other user interface elements. … To save the layout, click Save.
How do I add a chatter tab in Salesforce?
0:081:20How to Add Chatter to a Lightning Page in Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipSo from here we’ll click the gear icon. And then click edit page and then let’s say we want to addMoreSo from here we’ll click the gear icon. And then click edit page and then let’s say we want to add shatter to this set of tabs. We’ll click add tab. Select chatter hit done click on the tab.
Why is chatter not available on lightning?
Users may want to add Chatter components (such as Chatter Publisher, Chatter Feed, and Chatter) on a record by going to the gear icon and clicking ‘Edit Page. ‘ However, they are unable to find these components. To resolve this, Feed Tracking must be enabled on the object.
How do I change the feed layout in Salesforce?
From the object management settings for cases, go to Page Layouts. How you access the Case Feed Settings page depends on what kind of page layout you’re working with. For a layout in the Case Page Layouts section, click Edit, and then click Feed View in the page layout editor. and choose Edit feed view .
What will users be able to do when Chatter feed is enabled?
When you enable feed tracking for objects and records, users see updates for the objects and records that they follow in their What I Follow feed. Many objects and fields are tracked by default, but you can further customize feed tracking to include or exclude specific objects and fields.
Who has the permission to edit a chatter profile?
Chatter profiles have nothing to do with permissions and licenses. They are just user’s landing pages on chatter, like your LinkedIn or Facebook profile pages.