In General User Permissions, select Create and Share Links to Chatter Files. You don’t need this permission for files in a shared Salesforce CRM
Table of Contents
Customer relationship management
Customer relationship management (CRM) is an approach to managing a company’s interaction with current and future customers. The CRM approach tries to analyze data about customers’ history with a company, in order to better improve business relationships with customers, specifically focusing on retaining customers, in order to drive sales growth.
Content library. Instead, complete steps 1 and 2 and then ensure the user is a library member and that Deliver Content is checked in the library permission definition.
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.
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 to create a group in Salesforce Chatter?
From the Chatter post, click into the Write a comment field under the existing post, then type @ and the name of a particular group. Salesforce suggests the group just like it suggests an individual user.
Does enabling all related objects add related records to chatter feeds?
Enabling All Related Objects does not retroactively add related records to feeds, only newly created records that are related to the enabled object will be included in their chatter feed. Was this information helpful? Let us know so we can improve!
What can you follow with chatter?
You can follow people, records, and other things that interest you in Salesforce; anything you follow will appear in your Chatter feed….Follow a PersonClick the Chatter tab.Click the People heading. A list of other Salesforce users appears.Click the Follow link for the person you want to follow.
How do you link a record in a Chatter post?
After a little administrative setup, you can link to a recently viewed record from a post or comment. In the Chatter publisher, enter a forward slash (/) and start typing the record name. You can link to any record type that’s enabled for your org, such as work records, accounts, opportunities, and cases.
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.“Like” and reply to posts/comments.More items…•
Can I add chatter to a custom object in Salesforce?
What you want to do is this: AFTER you add the chatter tab in the page editor, you then click on the tab. Then, from the menu on the left, you select the “chatter” component, click and drop it in the empty box where it says “Add Component here”.
Can workflow Post to chatter?
Now not only can you update a field, create a task, or send an outbound message, but with Process Builder you can also create a record or a flow, post to chatter, submit to the approval process, and invoke other processes.
How do I link a record to a flow in Salesforce?
3:179:56Tutorial 6- How to Create a Record Link Dynamically in the FlowYouTubeStart of suggested clipEnd of suggested clipOr you can click on this and you can go to that newly created record here what will i do i’m goingMoreOr you can click on this and you can go to that newly created record here what will i do i’m going to go ahead. And use this hyperlink okay so there is this hyperlink.
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.
Is chatter like slack?
Slack was designed for easy integration with other systems and is backed by over 1,500 built-in apps with a robust set of APIs for creating custom connectors. In contrast, Chatter has a very limited set of connectors, as it was designed to be used within the Salesforce ecosystem.
Is chatter an object in Salesforce?
Salesforce Chatter objects Feed post : It signifies the changes in contact feed, text posts, link posts and content post.
How do you add chatter to a standard object?
Enable Chatter feed tracking on the Review object.From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.In the list of available objects, click Review.Select Enable Feed Tracking.Select these fields: Core Competencies. Experience. Interviewer. Job Application. Leadership Skills. … Click Save.
How do you add Chatter to lightning component?
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.
How do you add a chatter to a case in Salesforce?
From the object management settings for cases, go to Page Layouts. Click Edit next to the page layout that you want to customize. Drag the Question from Chatter field from the Fields section of the page layout editor palette to the Case Information section of the page. Click Save.
Seek and you shall find
Quickly find the most up-to-date posts, files, groups, and experts on any topic.
Be a follower
Follow topics and stay up to date on the latest employee discussions and resources.
New topics rise to the top
New topics pages are automatically generated to address new subjects of discussion.
Take action in the flow of business
Feed actions enable employees to take action right in the flow of business — on group feeds or feeds attached to records.
Act locally. Act globally
Publisher actions place the most common actions at the top of the feed in a simple drop-down menu. Create custom actions and instantly deploy across any mobile device.
Customize apps for increased engagement
Enable your employees to use familiar interfaces anywhere they go with embedded custom or third-party apps.
How to use chatter in Salesforce?
Use Chatter with Internal Groups 1 From the Chatter post, click into the Write a comment field under the existing post, then type @ and the name of a particular group. Salesforce suggests the group just like it suggests an individual user. 2 Click Save, and each member of the group will get an alert based on their notification preferences.
What is Salesforce chatter?
How can anyone at the organization keep up? Well, Salesforce Chatter helps them keep on top of the latest interactions or updates without missing a beat.
How to view chatter on NMH?
To view the Chatter app, open the App Launcher () in the top left corner. Then search for and select Chatter. The Chatter app is where Michael Aviran, an NMH Communications intern, likes to start his day. In the feed, the main section of the Chatter page, Michael sees that Cristina tagged the communications committee.
Can you make a chatter group public?
With Chatter you can make groups either public or private, and internal or external, to include board members, volunteers, or other key supporters who don’t have standard Salesforce licenses. With a Chatter Free license, they can post updates to the group, follow people, and share files within a secure group.
Can you alert staff members to read a new file you’ve uploaded?
You can also alert a group of staff members to read a new file you’ve uploaded. You can even collaborate with external supporters like board members and volunteers by giving them a special, free license to use Chatter only.
Does Salesforce help organizations?
As you can see from the NMH examples, Salesforce can help an organization do a lot. It’s up to your team to decide how best to use it and get all you can out of the platform.
