Table of Contents
What is the use of chatter in Salesforce?
Who Sees What?
- Who is the audience? The target audience determines where to post an item.
- What is the relevance for followers?
- How can users engage people who may not otherwise see the post? For example, users can add topics via #hashtags, or @mention someone in a comment.
How to view chatter in Salesforce?
Important
- Open your profile page in the Trailhead Playground by clicking the View profile icon and then clicking your name. …
- Click the camera icon on the default profile image, and follow the instructions to upload your profile picture.
- Click the Edit About Me (pencil) icon, and create an About Me statement. …
- On your profile page, click Edit.
How does Salesforce use chatter?
- New: How does MFA work in sandbox environments?
- New: Does restricting logins to trusted IP addresses meet the MFA requirement?
- Updated: Which user, login, and environment types require MFA? —> added Data Loader details.
- Updated : Added a note about B2C Commerce Cloud requiring a secured device to use Salesforce Authenticator.
How do I enable chatter feed in Salesforce?
Salesforce: How to Configure Your Chatter Feeds Choose Setup→Customize→Chatter→Feed Tracking. Click the name of an object in the Object list on the left side. Select the Enable Feed Tracking check box. Select each check box for the fields that you want to track with Chatter. Repeat for other objects and then click Save.
How do you mention in chatter?
When you write a post, enter @ followed by the first few letters of the person or group name. Select the person or group from the list of matches. You can add up to 25 mentions to a single post or comment.
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 I tag someone in Salesforce 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.
How does Chatter work in 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 feature of a Chatter groups allows only managers and group owners to create posts in the group?
Private: Only group members can see and add posts, comments, and files. People must ask to join, and the group’s owner or managers must add them.
How do you post to chatter with flow?
In Flow Builder, add an Action element to your flow. In the Action field, enter Chatter , and select Post to Chatter.
How do I mention in Salesforce?
When you write a post, enter @ followed by the first few letters of the person or group name. Select the person or group from the list of matches. You can add up to 25 mentions to a single post or comment.
How do I automate a Chatter post in Salesforce?
The feed item will appear as if the user who started the process—by creating or editing a record—created the post.Post to a User’s Chatter Feed from a Process. … Post to a Chatter Group from a Process. … Post to a Record’s Chatter Feed from a Process. … Mention a User or Group in a “Post to Chatter” Process Action.
How do I turn on Chatter notifications in Salesforce?
Salesforce Chatter NotificationsLogin to Salesforce.Navigate to the Chatter tab.Select the group with whom you want to recieve Chatter Notifications for, listed on the left* … In the top right, next to Manage Notifications, select your notifcation frequency in the dropdown.
What is Chatter post in Salesforce?
Sharing lets you quickly copy a public post to your profile or a group. This feature is available in Salesforce Classic and Lightning Experience.
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.
Which of the following options are available when formatting Chatter posts?
To disable and hide the formatting options, deselect Allow users to compose rich text posts on the Chatter Settings page in Setup. Users can format text posts, questions, and posts with link or file attachments on the Chatter publisher on the Home page, the Chatter tab, groups, profile, and record detail pages.
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.
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.
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 chatter in a job?
Chatter allows you to communicate and collaborate with your colleagues without missing a beat. Post updates to your personal feed, or that of a record or file. Follow important people, records, and files to ensure you know when they’re updated. Get notifications when your name is mentioned.
Can you tell who uploaded a file?
You not only have access to the file, but also to the information surrounding it. For example, you can tell who uploaded the file, when they uploaded it, and what type of file it is—all from the list view in the File home screen. Securely sharing files with your customers is a breeze.
Is Salesforce a public group?
Salesforce provides groups 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 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.
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 is Salesforce chatter?
Salesforce Chatter is commonly known as the “private social network” for your company.
How does chatter work in Salesforce?
The concept of Chatter is quite simple: It’s a feature built right in to Salesforce, and allows you to post any concept or idea to share with your entire company. It works like Twitter.
Why is chatter important?
Chatter can perform several functions to make collaborating on ideas and projects much easier. Instead of reading through a complex document explaining each feature, here’s a list of the ones you will need to know, and likely use the most:
When should I use chatter?
You should use Chatter just about any time you’re compelled to send an email to a coworker regarding a project, document, customer inquiry, or anything related to internal operations at your company.
Is chatter good for a company?
Chatter is useful in a variety of ways. In most cases, it can completely replace internal emails at your company and fill the gaps left by communicating with co-workers during a busy workday. There are instances in which Chatter might not be the best route as well.
How to send a message on chatter?
To send a message, go to the chatter profile as the person and click Send a Message. Type the subject and the message and click Send. (or from your chatter page, click Messages, click New Message, type their name in the To box, type the message, click Send).
What is chat in chatter?
Chat is part of chatter but is different than chatter – chat is your regular one to one instant messaging kind of chat. To initiate a chat with someone, go to their chatter profile, if they are logged in at the moment, their chat icon will have a small green circle (presence indicator).
How are feeds seen?
Feeds are seen by “pulling” the information to you . There are a few types of feeds – Choose which feed you want to look at to see how much or how little you want:
Is All Company feed on iOS?
The All Company feed is not on iOS, or Desktop but is available on Android – this is weird. Note, no posts in the feed will display automatically. You have to either: Refresh the page in the desktop app. Focus to the desktop app (it appears automatically then). Pull down on the feed in the iOS app to refresh.
Is chatter good for Salesforce?
Chatter is a great tool, and if you use Salesforce, you should be using it, and using it every day – many times a day. Chatter is great for “ working out loud ” and keeping others in your team up to date with what you are doing.
Can you have sound on chatter?
You can’t have sound for chatter feed notifications, only chat notifications – confusing, isn’t it. The Chatter iOS app or Android app. Set the app to provide sound or visual notifications. in Android you can have a sound, vibration and LED flash notification. In iOS you can have sound, badge, banner and alerts – via the notifications centre.