Why use salesforce chatter


5 Reasons Why You Should Be Using Salesforce Chatter

  1. Chatter is a far more collaborative way of working. Like many organisations, if someone in The Gary Smith Partnership…
  2. Chatter will give you input from expected quarters. A prospect I was working with recently asked me how they could…
  3. You’ll find out things on Chatter you wouldn’t otherwise have known. At…

Salesforce Chatter provides a forum for anyone to share insights or propose new ideas, which can ultimately increase productivity and work quality. You can “follow” both people and documents to collaborate on sales opportunities, service cases, campaigns, projects and tasks.Oct 31, 2016


Table of Contents

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.


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.

What are the capabilities of Chatter?

In Chatter, users can approve expense reports, update orders, and create support cases. You can do everything from the same feed and create custom actions. There’s also the option to integrate third-party apps like Slack and Jive with new actions. Chatter users can create support cases and update sales opportunities.

What is meant by chatter in Salesforce?

Chatter is an enterprise collaboration platform from Salesforce, a cloud-based customer relationship management (CRM) vendor. Chatter can be used as a company Intranet or employee directory.

What is the difference between Chatter and Chatter feed in Salesforce?

Chatter feeds show you posts and comments you and other people make, as well as record updates across your Salesforce organization. Chatter Answers is a self-service and support community where users can post questions and receive answers and comments from other users or your support agents.

What are three features of Chatter in Salesforce?

Use Chatter features, like feeds, profiles, groups, and more, to share information, collaborate, and keep up with the latest updates in your company….Contact Salesforce for more information.General Chatter Allocations. … Chatter Limits.Chatter Feature Availability.More items…

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.

Can Chatter Free users see reports?

Chatter only users have access to reports and dashboards but cannot use global search to find them.

Is Salesforce Chatter Free?

All standard Salesforce licenses allow free Chatter access for everyone in your organization. Salesforce also offers Chatter-specific licenses: Chatter External, Chatter Free, and Chatter Only (also known as Chatter Plus).

How much does Salesforce Chatter cost?

$15user/app/monthChatter PricingNamePriceFeaturesChatter Plus$15user/app/monthSocial collaboration plus CRM features and customizationChatterFreeBasic collaboration for your whole company (up to 5,000 employees) with purchase of 1 CRM license

Can visualforce be used in the Chatter feed?

Note that Chatter components are unavailable for Visualforce pages on Force.com 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.

Who can see Chatter posts?

Anyone except customers can see your posts on your profile, and the people who follow you can see your posts in their Chatter feed. However, if you change a record, only the people who have permission to see the record can see the record update in a feed.

How do I send a Chatter message in Salesforce?

Start the message from one of these locations:Click the Messages link on the Chatter tab, then click New Message in My Messages.Open a person’s profile by clicking their name anywhere in Chatter, and then click Send a message.Click Send a message on a person’s hover.More items…

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 REST 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.

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 Salesforce chatter?

In Salesforce Chatteris a social platform that integrates Salesforce infrastructure and development platform. Salesforce Chatter is the combination of Facebook and Twitter. It is used to communicate in organization with customers. By using Chatter in organization, user’s in organization can be able to get real time information about the work status. It is a powerful tool which helps organization to empower organization with tools to communicate easily and effectively with right information at right time.

Why is chatter important in an organization?

By using Chatter in organization, user’s in organization can be able to get real time information about the work status. It is a powerful tool which helps organization to empower organization with tools to communicate easily and effectively with right information at right time.

What is Salesforce Community?

Like salesforce chatter, salesforce community is another type and part of salesforce.com. Where salesforce chatter is meant for chatting in an organization and Chatter community is like a portal designed for employees, customer and partners for rich collaboration in salesforce community.

Can you use Salesforce chatter on mobile?

Salesforce Chatter can also be accessed from mobile devices with an application called Salesforce Chatter mobile. Salesforce Chatter mobile is the world’s first application that used to stay up to date with records, files conversations, dashboards and so on in Salesforce.

Drive productivity

Connect, engage, and motivate employees to work efficiently regardless of their role or location. Collaborate on sales opportunities, service cases, campaigns, and projects with embedded apps and custom actions.

Accelerate innovation

Provide a forum for anyone to share insights or propose new ideas. Connect product teams with direct feedback from customers on programs, products, and campaigns. Create and share polls instantly to gauge new ideas.

Share knowledge

Share knowledge, files, and data. Connect with experts from across your organization regardless of their role or location.

Take action anywhere

Track your team and critical projects in the mobile feed. Close cases, update opportunities, and find the latest presentations. Act on critical updates wherever you are to make the most of every moment.

Get more out of Chatter with Experience Cloud

Experience Cloud transforms business with next-gen communities and portals to connect customers, partners, and employees with information and experts.

How easy is it to collaborate on Salesforce Chatter?

Creating a group takes about three clicks and you can invite coworkers to it, whether they’ve created a Chatter account yet or not. Adding users outside of your company’s email domain is a bit trickier—groups need to be set to private, with a ticked box for Allow customers.

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.

A Single, 360 Shared View of Every Customer

Welcome to Salesforce Customer 360, One Integrated CRM Platform for uniting Marketing, Sales, Commerce, Service, and I.T. Departments.

Leading Through Change

Watch stories filled with thought leadership, inspiration, and insights from business leaders and our greater community.

What is Salesforce chatter?

In response to the increasingly social nature of the web and the need for collaboration, Salesforce has introduced a social and collaborative function for its users called “ Chatter .”. Similar to a combination of Google Wave, Twitter and Facebook, Chatter allows users to form a community within their business that can be used for secure …

What is chatter in Salesforce?

The Chatter system makes it easy to follow companies or individuals from within your broader Salesforce profile. The integration allows for data from companies to be appended to their internal records, so you can see the latest news from businesses while processing additional deliverables for that company.

What is chatter in action?

Chatter in action. Here, a team is collaborating on an upcoming presentation in real time, and providing contextual information to guide the discussion.

Why is chatter important in sales?

Overall, Chatter feels like a big step in the right direction for sales organizations to get more social and community-oriented with their sales approach. The application can decrease duplicated work, increase the efficiency and speed at which a sales team acts on opportunities and improve internal communications.

Why use Google Analytics?

With the right training, you can use Google Analytics to measure all of your marketing efforts with certainty. You’ll stop the leaks in your ad spending, justify your marketing spend, gain the confidence you need to make better marketing decisions, and know what’s working at every step of the customer journey.

Is chatter a public social network?

Using public social network tools to collaborate can leave important proprietary information out in the open, which no business wants to do. Chatter enables the same ease of use and accessibility of public social networks, but all collaboration takes place in Salesforce’s secure cloud, which tens of thousands of businesses already trust with highly sensitive information.

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.

Who Sees What?

In your Chatter organization, context is key. Encourage your users to always consider the context of a post.

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 to encourage your users to be selective about their personal email settings?

Encourage them to enable notifications that help them stay on top of important discussions without overwhelming them with too much email.

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.


Leave a Comment