Table of Contents
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 many people can I follow in Salesforce Chatter?
You can follow a maximum combined total of 500 people, topics, and records. All Chatter users can configure their own email notification settings and control the number of notifications they receive. At Salesforce, departments and functional teams have Chatter groups.
How do I get email notifications in Salesforce Chatter?
To navigate to the Email Notifications page, users click the down arrow next to their name at the top of any Salesforce page and select My Settings. Under My Settings, they expand the Chatter node and click Email Notifications. To receive Chatter mail, Receive emails must be selected.
How do I view private messages in Salesforce Chatter?
Recognize your coworkers with thanks badges and post your thanks directly to the Chatter feed. Salesforce administrators with the Manage Chatter Messages permission can access all users’ private messages via SOAP API. You can view and delete any message (for example, for compliance).
Can you run reports on Chatter Salesforce?
Internal Salesforce Org You can find these reports and dashboards in the Chatter Reports and Chatter Dashboards folders. Important These dashboard and reports are only available in the package with Chatter.
How do I report a chatter in Salesforce?
Report on Chatter Feed Activity for Standard and Custom ObjectsFrom Setup, enter Report Types in the Quick Find box, then select Report Types.Click New Custom Report Type.Select Cases as the Primary object.Enter a Label, Name, Description, and Category, then click Next.More items…
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…•
Who can see Salesforce Chatter?
All users with a Chatter-enabled user profile have access to Chatter, even if Chatter is disabled in their permission set. To prevent that person from accessing Chatter, disable Chatter in both the person’s user profile and permission set.
What is Chatter Salesforce?
Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information. Chatter connects, engages, and motivates users to work efficiently across the organization, regardless of role or location.
What is feed tracking in Salesforce?
Feed tracking detects changes to tracked record fields and posts them as updates in the What I Follow feed. Users who follow a record, see those updates in their view of What I Follow, with one exception. Updates users make themselves aren’t posted to What I Follow. Users can see those updates in their profile feeds.
What are the benefits of Chatter in Salesforce?
Five benefits of Salesforce Chatter1) De-clutter email. … 2) Eliminate meetings. … 3) Share files easily. … 4) Promote organizational cohesiveness. … 5) Spark innovation.
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.
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.
Who can see Chatter posts?
Anyone except customers can see your posts on your profile, and the people who follow you can see your posts in their Chatter feed. However, if you change a record, only the people who have permission to see the record can see the record update in a feed.
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.
Can community users use Chatter?
Chatter is a social network for holding and preserving discussions in a business, customer site, or other enterprise. But it’s not all talk. Site members can use Chatter to engage with your organization, seek expert advice, and revisit relevant discussions.
Salesforce Chatter Features
Salesforce Chatter offers many features to boost collaboration between users. Chatter’s functionality mirrors that of a social media platform, with tagging, @mentioning, and more.
What is a Chatter Feed?
A Chatter Feed is a list of published posts. Chatter Feeds can be accessed from either:
Chatter Groups allow particular sets of users to collaborate on Salesforce. Groups have three visibility settings:
Chatter Email Digest
When you join a Chatter Group or decide to “Follow” a colleague, you will receive email notifications on their Chatter activity.
Chatter Feed Tracking
Chatter Feed Tracking on a record will display polls, posts, comments, and record updates. For record updates to appear, feed tracking must be enabled.
When a file is attached to a record, it is also added to the Notes and Attachment related list and stored in Files.
You can create and add topics in Salesforce to Chatter posts or records; topics are added by including a Chatter post hashtag.
What is chatter in Salesforce?
Introduction to Chatter. Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information. Chatter connects, engages, and motivates users to work efficiently across the organization, regardless of role or location.
How many people do you follow on chatter?
When you turn on Chatter for your company, it sets up some “following” relationships automatically. For example, if your company has less than 16 Chatter users, all users automatically follow each other and up to 25 most recently used records. If your company has 16 users or more, they automatically follow up to 25 of their most recently used records. They also automatically follow up to 25 users in the company, including:
Who Sees What?
In your Chatter organization, context is key. Encourage your users to always consider the context of a post.
How to get email notifications in Salesforce?
To navigate to the Email Notifications page, users click the down arrow next to their name at the top of any Salesforce page and select My Settings. Under My Settings, they expand the Chatter node and click Email Notifications.
What is chatter profile?
In Chatter, everyone has a profile page with a photo and work-related information. Easily discover which teams your coworkers are on, who their managers are, where they’re located, and how to contact them. One of the most useful communication tools in Chatter is following.
What is private chatter?
Private Chatter groups are a great way for product teams to collaborate and share confidential information. Private groups can also have external members. For example, create a private group to collaborate with customers or subject matter experts outside the company.
Can you unlist groups in Chatter?
Unlisted groups and group records are disabled by default. We enable them under Setup on the Chatter Settings page before we create our groups.