Table of Contents
How does chatter work in Salesforce?
Chatter is secure and works in accordance with all the security and permission settings in your Salesforce organization. A profile-based rollout of Chatter makes Chatter available to a controlled set of users instead of all users in your organization.
How do I identify groups with customers in Salesforce?
You can identify groups with customers in Salesforce Classic by the orange upper left corner of the group photo. You can identify groups with customers in Lightning Experience by a caption in the group header. Archived: Some groups can be archived.
What is a chatter group?
If you’re working on a team, you can create a group for your team to share mission-related files and information. Share information through the group feed. You can join up to 300 groups, and your company can have a total of 30,000 groups. Chatter groups can be public, private, unlisted, and archived.
How can I monitor my group’s activity in Salesforce?
Note In Salesforce Classic, you can use the Collaboration Group Engagement report to monitor your group’s activity, such as members, posts, comments, and likes. If you use the report, you must add a group ID to see the number of post comments and likes. If you leave the Group ID field blank, the report doesn’t calculate those fields.
Can we customize Chatter in Salesforce?
The Enable Customization of Chatter User Profile Pages user interface setting enables administrators to customize the tabs on the Chatter user profile page. This includes adding custom tabs or removing default tabs. This feature is automatically enabled in the Winter ’14 release.
How do I change the chatter group in Salesforce?
In Salesforce Classic, go to the group detail page and click Group Settings. In Lightning Experience, go to the header on the group detail page and click Edit Group.Choose the owner from existing members. In the Owner field, enter a name or click the look-up icon to search group members.Save your changes.
How do I change the chatter layout 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 mention a chatter group in Salesforce?
Chatter allows you to @mention individual people or groups to call their attention to something relevant to them. When you write a post, type the @ symbol followed by the first few letters of the person or group name.
How do you change the owner of a chatter group?
To change a group’s owner, edit group settings. Only the current group owner and people with the Modify All Data permission can change the owner. Use record types to create group types with the layout and branding that you want.
Where can I find chatter group in Salesforce?
In Salesforce Classic, the Groups list on your profile shows you the Chatter groups that you belong to. By default, the list is sorted by the most recent activity date. On the Groups tab, you can join or create groups. You can also view the Groups list on other people’s profiles to see their group memberships.
How do you edit the chatter tab?
Under Chatter Tabs in Experience Cloud sites, click Edit next to the site you want to edit. Type the singular and plural versions of your preferred tab name, for example, Partner and Partners. Select Starts with a vowel sound if appropriate. Click Save.
How do I change my chatter component?
Salesforce: Activities & Chatter componentGo to object manager, open that object, you will be landed at the Details page, and click the Edit button then select Allow Activities.Once enabled, you should see the Activities component.Chatter.More items…•
How do you change the chatter publisher lightning component?
From Setup, enter Chatter Settings in the Quick Find box, then select Chatter Settings. Click Edit. Select Enable Actions in the Publisher . Although the Enable Actions setting appears in Lightning Experience, it has no effect there.
How do you tag users in Chatter post?
When you’re configuring the Post to Chatter action:In the Message field, enter @[] .Place your cursor between the square brackets.Click Merge Field, navigate to the user who you want to mention, select the corresponding ID field, and click Choose. … Save the action.
When you mention someone in a group they don’t have access to the mentioned person?
In that post, you @mention someone who doesn’t have access to that record or isn’t a member of the group. In this case, the @mention appears as a gray link. The mentioned person can’t see your post and doesn’t get notified about the post. But the mention does become a link to the mentioned person’s profile page.
How do I make a chatter group?
Create Chatter Groups for All Sales and All SupportClick the App Launcher .Enter Groups in the Search apps and items… box and select Groups.Click New.Fill in the new group information: Group Name: All Sales. … Click Save & Next.Skip adding a group photo by clicking Next.Skip adding members for now and click Done.