How to set up chatter in salesforce


Make sure that you have “Customize application” user permission to do this setup. 1. Login to Salesforce. 2. Setup -> Customize -> chatter -> settings and ‘enable’chatter under chatter settings and save.

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


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…

How to find companies that use Salesforce?

Salesforce CRM Customers List. At eSalesData, you can find all the information that you’ll need to extend your marketing operations to Salesforce CRM user groups all over the world. eSalesData comprises of complete user information of major technology markets across the regions of The USA, North America, South America, UK, Europe, ASIA, New Zealand and Australia.

How to use custom setting in Salesforce?

Custom Settings Methods

  • Usage. Custom settings methods are all instance methods, that is, they are called by and operate on a specific instance of a custom setting.
  • Custom Setting Examples. The following example uses a list custom setting called Games. …
  • Hierarchy Custom Setting Examples. …
  • Country and State Code Custom Settings Example. …

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 create a Chatter in Salesforce?

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.

How do I customize Chatter 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 turn on Chatter in Salesforce lightning?

How to add Chatter Post in Lightning Experience?Click Setup.Click Feature Settings.Click Chatter.Click Feed Tracking.

How do I set up 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.

How do I use Chatter 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. There. About enabling chatter in Salesforce.

How do I add a chatter email in Salesforce?

Enable ‘Allow Posts via Email’ on ChatterNavigate to Setup.On the Quick Find box, enter Email Settings.Click Email Settings on the results.Select Allow Emails to allow users to post to groups using email.Click Save.

How do I set up chatter?

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.

What is chatter on Salesforce?

Salesforce Chatter is a social collaboration platform for businesses already using Salesforce. Designed to help employees connect and collaborate, Chatter comes from With Chatter, employees can exchange files, share data, and chat. You can also post status updates like you would on Facebook or Twitter.

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 I set up chatter notifications?

Set your preferences for when to be notified via email about Chatter activity….From the menu under your name, click Setup or My Settings.Click Chatter.Click Email Notifications.Select your preferences.Save your changes.

Where is chatter in Salesforce?

In Salesforce Classic, you typically access Chatter features from the sidebar on the Chatter tab. In Lightning Experience, access Chatter, colleagues’ profiles (People), and groups from the App Launcher. You can also get to these places from a tab or the overflow menu, depending on what’s showing.

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.

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.

What are some examples of functional teams?

Examples of functional teams include product-related groups in research and development or sales and marketing, an internal training team, human resources, and facilities.

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.

Can you invite people to join an unlisted group?

Only the group’s owner or manager can invite people to join an unlisted group. Groups with customers are private or unlisted groups that allow external users, like customers, to be members. The group owner or manager must invite external users to join.

What is chatter in salesforce?

Chatter in salesforce allows you to collaborate the people with each other in your organization. You can connect with your coworkers and you can share information securely in real time. You can create groups like Facebook groups such public groups and private groups and you can invite your coworkers to join those groups by using salesforce chatter. …

What is global header?

Global header will enable there you can search your sobject records, chatter feeds, Groups and users. – All users will automatically fallow when you enable this for organization with 15 or fewer users. – This functionality is automatically available for salesforce1 apps when you enable in your org.

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 put social media in social network?

To put the social in social network, start out by making it easier for people to get to know you. Upload a profile picture, and fill out your profile details. Upload a profile picture of yourself. Enter your details, including: First Name, Last Name, Title, Email, and Cell.

What is global search in chatter?

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.


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