How to create a chatter post in salesforce


  • Clone the existing Process and create a new version.
  • On the First Criteria node ‘Opportunity Won’, click on the ‘+ Add Action’ button.
  • Select Post to chatter as the action type.
  • Define the Name of the Action :’Post to User’
  • In the picklist ‘Post To’ select: This Record
  • Then next all you have to do is define the body of the feed.

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Create a Chatter Post Template
  1. From Setup, enter Post Templates in the Quick Find box, then select Post Templates.
  2. Click New Template.
  3. Select the object for your template.
  4. Click Next.
  5. Give the template a name and description.
  6. If you want this template to be the default for the associated object, select Default.


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?


  • 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.

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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→ChatterFeed 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 I post to Chatter in Salesforce?

0:041:11Let’s learn to Post Something to Chatter @salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipClick share or press ctrl + Enter. When you post to your profile feed anyone who has access to yourMoreClick share or press ctrl + Enter. When you post to your profile feed anyone who has access to your profile can see your post. And anyone who is following you is notified of your activity.

How do I create an auto 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 set up Chatter in Salesforce?

To access the Chatter Settings page in Setup, enter Chatter in the Quick Find box and select Chatter Settings .To disable Chatter for your entire organization, deselect Enable in the Chatter Settings section.

How do I post chatter on Apex?

We can post quotes, images, updates, and much more. To enable chatter all we have to do is go to the Setup|Customize|Chatter|Chatter Settings and enable chatter. After that a new chatter tab will be visible in specific apps.

Can Process Builder Post to chatter?

In Salesforce we can create chatter post from process builder.

How do you post to chatter with flow?

Reference to the user, Chatter group, or record whose feed you want to post to.To post to a user’s feed, enter the user’s ID or username. For example: post to a Chatter group, enter the group’s name or ID. For example: Entire Organization.To post to a record, enter the record’s ID.

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.

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.

What is Chatter feed in Salesforce?

Salesforce Chatter Feed is an interface wherein you and other Chatter users in your org can view profiles, updates, status messages, topic detail pages, on record detail pages, objects, and groups. Posts of people you follow on Chatter, as well as your own posts, can be seen on your Chatter feed.

How do I send a Chatter notification 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 ConnectApi in Salesforce?

The ConnectApi namespace (also called Connect in Apex) provides classes for accessing the same data available in Connect REST API. Use Connect in Apex to create custom experiences in Salesforce. For information about working with the ConnectApi classes, see Connect in Apex. ActionLinks Class.

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.

How to open chatter in a group?

In a private group, the poll’s available to members of the group. In a public group, anyone can take the poll. To open the Chatter page, click the Chatter tab. If the Chatter tab isn’t visible, from the App Launcher ( ), search for and select Chatter. In the publisher, click the Poll tab.

What is the most useful feature of chatter?

Probably the most useful feature of Chatter is the publisher. Use it to add content to any kind of Chatter feed. The types of things you can do in the Chatter publisher depend on how your Salesforce administrator configured Chatter. But, typically, you can post content, upload files, create polls, and ask questions.

What happens if someone posts to your profile and your post disappears?

If you post to someone’s profile and your post disappears, remember All Updates. If the filter Posts by This User is selected, a friendly post from you is filtered out. Simply change the filter to All Updates, and you’re back in business.

How to post a question in Lightning Experience?

Enter your question and details, then press Ctrl+Enter (Windows and macOS) or command+Enter (macOS only).

Why is it important to post a question?

The question publisher boosts the visibility of your question by giving it a distinct, bold format. You can post just the question, or you can add details to it. Only your question is bold.

Can you see your poll on chatter?

The Chatter publisher offers a quick, one-question poll for gathering opinions on the spot. When you create a poll on your profile page, anyone who has access to your profile can see your poll. On the Chatter page, the poll’s available to the people who follow you.

shradha jain

You can refer the following example to add Salesforce Chatter posts with links, urls and mentions:
public with sharing class ChatterUtils {
// makes a simple chatter text post to the specified user from the running user
public static void simpleTextPost (Id userId, String postText) {
ConnectApi.FeedType feedType = ConnectApi.FeedType.UserProfile;
ConnectApi.MessageBodyInput messageInput = new ConnectApi.MessageBodyInput ();
messageInput.messageSegments = new List<ConnectApi.MessageSegmentInput> ();.

Naveen Naidu

Is that possible with batch.. I need to send chatter notifications when opp close it today.

Karthik J

Hi this code sends post to everyone, How to send post to particular person in chatter? Please tell me I need this.


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