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.
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 activate Salesforce Lightning?
Set the Default Interface to Lightning Experience
- From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. …
- Select the Roll Out phase.
- Click Launch Lightning Experience to expand the stage.
- Click Switch Users next to Make Lightning Experience the default interface. …
- Click the + button next to the users you want to switch.
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 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 do I 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 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 see Chatter in Salesforce lightning?
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.
How do you add a Chatter feed to a lightning page?
0:081:20How to Add Chatter to a Lightning Page in Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipSo from here we’ll click the gear icon. And then click edit page and then let’s say we want to addMoreSo from here we’ll click the gear icon. And then click edit page and then let’s say we want to add shatter to this set of tabs. We’ll click add tab. Select chatter hit done click on the tab.
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.
What are the benefits of Chatter in Salesforce?
Five benefits of Salesforce Chatter1) De-clutter email. … 2) Eliminate meetings. … 3) Share files easily. … 4) Promote organizational cohesiveness. … 5) Spark innovation.
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.
How do I create a chatter report?
Report on Chatter Feed Activity for Standard and Custom ObjectsFrom Setup, enter Report Types in the Quick Find box, then select Report Types.Click New Custom Report Type.Select Cases as the Primary object.Enter a Label, Name, Description, and Category, then click Next.More items…
How do you post on Chatter?
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: jsmith@salesforce.com.To 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.
Why is chatter not available on lightning?
Users may want to add Chatter components (such as Chatter Publisher, Chatter Feed, and Chatter) on a record by going to the gear icon and clicking ‘Edit Page. ‘ However, they are unable to find these components. To resolve this, Feed Tracking must be enabled on the object.
How do I add chatter to record page in Salesforce?
Go to object manager, find your custom object, create a new lightning page layout. Add thte chatter component to where you would like it to appear on the page. Activate the page and assign it either as org default or to a specific profile/record type/app and you should be good to go.
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 feed?
A Chatter feed combines the Chatter publisher and the posts, polls, questions, comments, and other objects added through the publisher. Use the publisher to write a post, ask a question, and create a poll. You can also make other actions available to your users through Setup.
Can you delete a chatter post?
The author and some permitted users can edit and delete the post. People can delete their own posts, but, under most circumstances, they can’t delete other people’s posts nor generated posts.
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.
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.
