How does salesforce chatter work


Chatter uses your interests and activity to update content on subjects, projects, or products and sends it to your personalized feed or profile page. Learn More Salesforce Files Secure, social, and mobile file sharing puts the files you need, and new resources, right in your feed.

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.


Table of Contents

How does Salesforce use chatter?

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What is the benefit of using Salesforce Chatter?

  • Salesforce Chatter can increase employee productivity by 33%.
  • Salesforce Chattercan increase sales productivity by 32%.
  • Real time information can be delivered to user’s E-mail.
  • We can share information, create groups, comment, like, tag and so on using Salesforce chatter.
  • It increases manager visibility.
  • Salesforce Chatter improves responsiveness.

More items…

What is a Salesforce Chatter free license?

Chatter Free users access feeds, people, groups, and files using the App Launcher in Lightning Experience. In Salesforce Classic, users access these features from links in the page sidebar. Salesforce administrators can upgrade a Chatter Free license to a standard Salesforce or Lightning Platform Starter license at any time.

How to share Panopto videos in Salesforce Chatter?

  • A Groups dashboard for easily accessing and managing group permissions
  • Batch import and creation of new groups
  • Batch sharing of videos and folders
  • Automatic permissions inheritance for new folders
  • An intuitive new sharing interface for controlling access to videos
  • Unlisted videos, which are hidden videos accessible only by direct URL

How do I chatter someone in Salesforce?

4:4322:40Chatter Overview And Demo | Chatter In Salesforce | Simplilearn – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you can get this as well from your home page so if you click on the Home tab you can see if yourMoreAnd you can get this as well from your home page so if you click on the Home tab you can see if your chatter feed is open you can see the chatter feed.

What are the features of Chatter in Salesforce?

Salesforce Chatter featuresChatter Groups. Chatter groups are spaces created for project members or teams. … Actions and Endorsements. In Chatter, users can approve expense reports, update orders, and create support cases. … Feeds, Polls, and Topics. … Files and Knowledge Centers. … Profiles and Statuses. … Access Chatter anywhere.

How do you use Chatter in Salesforce lightning?

0:000:35How to access Chatter in Salesforce Lightning – YouTubeYouTubeStart of suggested clipEnd of suggested clipTo access chatter in your Salesforce. Simply click on the chatter tab that you’ll find along withMoreTo access chatter in your Salesforce. Simply click on the chatter tab that you’ll find along with the other tabs in your Salesforce. Such as the opportunity tab or the contacts tab.

How long does chatter stay in Salesforce?

foreverHow long are Chatter posts stored? Chatter posts, like any other data in the Salesforce customer database, are stored forever unless deleted by a system admin or user.

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.

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.

What is Chatter API in Salesforce?

Chatter API is REST API for Chatter to display Salesforce data, especially in mobile applications. Responses are localized, structured for presentation, and can be filtered to contain only what the app needs.

How do I create a chatter link in Salesforce?

In the Chatter feed, go to the post you want to share. Click Share. In the top corner, click Show link to post. Copy the link, paste it in an email or instant message, and send it.

How do I start a new Chatter in Salesforce?

3:2135:03Using Salesforce Chatter – YouTubeYouTubeStart of suggested clipEnd of suggested clipIt. So there is a chatter tab if you don’t have that available you’ll want to go over here and addMoreIt. So there is a chatter tab if you don’t have that available you’ll want to go over here and add chatter. If it’s available to you as a tab. Here. There’s other places to get chatter on each record

Can visualforce be used in the Chatter feed?

Note that Chatter components are unavailable for Visualforce pages on sites. Ext JS versions less than 3 should not be included on pages that use this component. Note also that the chatter:feed component doesn’t support feedItemType when the EntityId entity is a user.

How do I pin a chatter in Salesforce?

Go to Setup > Chatter Settings, and select Allow post pinning. After post pinning is enabled, admins, group owners, and group managers can pin posts. Admins can also assign the Pin Posts in Feeds permission to selected users. Assign post pinning permission in Setup through user profiles or permission sets.

How should a Chatter user send a message to another chatter user that Cannot be viewed?

How should a Chatter user send a message to another Chatter user that cannot be viewed by someone else? Only group members can post to this group.

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

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.

Attach Files

When a file is attached to a record, it is also added to the Notes and Attachment related list and stored in Files.

Salesforce Topics

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.

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.

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.

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:

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.

Is Salesforce a public group?

Salesforce provides various group types for different purposes and audiences. Public groups are visible and open to all employees. Anyone in the company can join a public group and post, comment, and add files to it. Private groups are open only to group members. People must request to join a private group.

What is Salesforce chatter?

It is the ultimate collaboration software solution that connects people and information at the speed of social.

How to chat with people in Salesforce?

Once your system admin turns on Chatter, go to the “Chatter” tab on the main Salesforce page. Navigate to the “People” tab to start inviting people to Chatter.

How to change chatter notifications?

To change Chatter email notifications, navigate to Setup > Personal Setup > My Chatter Settings > Chatter Email Settings. Control the frequency of notifications for your private and public groups on that page.

How to post files on chatter?

Post files using the file icon near where you write posts. Chatter automatically renames newer versions and saves old ones. Anyone who shares the file can download, edit, and upload a revised version.

Why are chatter groups important?

Chatter groups reduce email, make collaboration and project management easier, and are a great way to keep up with your team. Here are some groups that have been successful at other companies.

What can sales employees share?

Sales employees can share stories, best practices, and tips for winning, and get feedback on deals.

Where is the recommendation tab in Chatter?

Use the “Recommendations” on the right-hand side of the Chatter tab to discover things you didn’t know about, such as projects, marketing campaigns, big deals, or interesting discussions.

Why use Salesforce chatter?

From sales to marketing and management departments, the entire Company may use Chatter to tear down communication barriers and succeed as a team. Salesforce Chatter is the major communication platform that connects departments that have never communicated in the past.

What is chatter in Salesforce?

Chatter is the enterprise collaboration platform from Salesforce and a CRM vendor. It can be used as a Company intranet and employee directory. Each employee has a profile page where complete details for an employee is given with its image, reporting manager, job responsibilities, location, and how to contact the employee etc. Employees may follow page or document both to collaborate on sales opportunities, campaigns, tasks, projects, service cases etc.

What is Salesforce chatter API?

Salesforce Chatter REST API is generally used to display groups, profile, status update, real-time feeds etc, especially in mobile applications. Chatter REST API also gives programmatic access to files, topics, notifications, recommendations and more. Chatter REST API is similar to any other API like Facebook or Twitter but it exposes Salesforce features beyond Chatter. It is generally used to create custom experiences in the Salesforce. Here are considerations when should you choose Salesforce Chatter REST API.

How to use chatter API?

What is Salesforce Chatter REST API? 1 Chatter REST API is good to build a mobile application. 2 It can be used to integrate a third-party web app with Salesforce to notify groups of users about events. 3 It helps to display a feed on the external system like intranet site, once users are authenticated well. 4 It helps to integrate actionable feeds with third-party sites. For example, one application posts Chatter items to Twitter whenever post include the #tweet hashtag. 5 It helps to create simple games to interact with feeds for notifications. 6 It helps to create a custom and branded skin for Chatter for your organization.

Why is Twitter feed important?

It helps to display a feed on the external system like intranet site, once users are authenticated well. It helps to integrate actionable feeds with third -party sites. For example, one application posts Chatter items to Twitter whenever post include the #tweet hashtag.

What is chatter group?

Chatter Groups. Chatter groups are created for the project members, direct team, or your entire business. It comes with multiple benefits with the most important collaboration among users with common interests for a particular subject.

What are quick actions in chatter?

Based on the org set up, you have multiple actions available on the chatter tab. The most popular standard quick actions are File, Link, Poll, Post, thanks, Questions etc. The best thing about these actions is that they are completely customizable and can be modified using Global Publisher Layouts. These options are available in Enterprise, unlimited, Database, and Developer editions.

What is chatter in Salesforce?

Chatter is the river of your Salesforce organization ( org). So, when you have something to say, #TakeItToChatter—the best platform for collaboration anywhere. Discuss business with colleagues, experts, and customers; preserve those discussions; and revisit them whenever you like. Stay focused on the things you want to get done.

How to find stuff in chatter?

When you need a quick way to find stuff in Chatter, two types of search are available. Global search (1) searches the entire org and returns only the results that you can access. With global search, you can limit your search to the type of object that you want to find. Feed search (2) lets you look for results from the current feed. Feed search offers a great way to find that vital bit of information that’s buried in an active thread.

How long does it take for chatter to save drafts?

Your Chatter admin must enable drafts before you can use them. When drafts are available, a post that you’re working on is automatically saved after seven seconds. Only posts are saved as drafts. Questions and polls aren’t saved.

Does Chatter have a page?

Chatter has its own page , and here’s a picture of it.

Salesforce Chatter review: Snapshot

If you’ve got a Salesforce subscription, then Salesforce Chatter helps your team become more productive through social networking tools including group discussions, file sharing, and CRM record collaboration.

Today’s best Salesforce Chatter CRM deal

Salesforce Chatter is a customizable social business instant messaging software which allows your employees to collaborate and share data, files and expertise from anywhere. Chatter is currently free for up to 5,000 employees with the purchase of another Salesforce CRM license, or it is billed separately at $15 per user per month.

Salesforce Chatter key features

Salesforce Chatter combines the basic features of a social networking tool—such as posts, newsfeeds, and followers—with CRM productivity hacks, like linking to Salesforce records and tagging coworkers in tasks.

Salesforce Chatter: Pricing

You get Chatter for free with any Salesforce plan, including Sales Cloud, Service Cloud, and Marketing Cloud. All Salesforce Sales Cloud and Service Cloud subscriptions are billed on a per-user, annual basis, with Essentials starting at $25/user/month, billed annually.

Testing Salesforce Chatter

Below, we test Salesforce Chatter’s ease of use and effectiveness both on desktop and mobile. These tests aim to conclude whether the product makes your CRM efforts more productive by asking whether it’s quick and intuitive to use basic tools.

How intuitive is Salesforce Chatter in use?

Using Chatter will involve a learning curve despite not having an overwhelming set of features. You are, however, guided through these features—for instance, when writing a new post, you’re reminded that the / symbol links to a Salesforce record, such as an opportunity or a note.

Does Salesforce Chatter work well on mobile?

Salesforce Chatter is accessible from the main Salesforce mobile app, two clicks away on the menu bar. The home screen features the news feed in the center, a top toolbar, and a corner notifications icon. You can also pin four Salesforce shortcuts at the bottom, such as Contacts, Cases, and Reports.


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