What can you do with Salesforce Chatter?
Here are the main things you can do with Salesforce Chatter: Post updates or comments in Groups or on a record. Share files and links. Post polls. Create draft posts to share later. View Chatter Feeds for past activity relating to a specific record, or across your organization.
Is it possible to create a report on hashtag usage?
For privacy reasons, hashtag topic usage reports don’t include hashtags used on records or in private groups. Yes. It is possible,option available when you try to create a report Ugh.
What types of chatter reports are available?
There are a couple of chatter report types that were introduced in winter 13: shows how your organization is using public hashtag (#) topics. Public hashtag topics are those used on profiles and in public groups. For privacy reasons, hashtag topic usage reports don’t include hashtags used on records or in private groups.
How many tags can be used in Salesforce campaigns?
Using Tags in Views, Reports and Campaigns has been submitted as a feature requests on Salesforce Ideas – vote them up (links below)! Yes, there are limits to Tags. Each User can have up to 500 Personal Tags, and those 500 Tags can be used across no more than 5,000 records.
Can you report on chatter in Salesforce?
Important These dashboard and reports are only available in the package with Chatter. Warning If you customize these Chatter reports and remove the Networks filter, they will report on Chatter usage across your entire Salesforce org, including usage from your internal org and your communities.
How do I report a Chatter feed in Salesforce?
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 I use hashtags in Salesforce?
0:031:53Lightning Quick Tip - Hashtags in Salesforce Chatter - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis as a topic. And it gives you your topic inside of brackets. And once you're done with yourMoreThis as a topic. And it gives you your topic inside of brackets. And once you're done with your posts you just simply click share and that hashtag.
How do I turn on Chatter in Salesforce report?
Go to Setup > Customize > Chatter > Feed Tracking, then pick Reports on the left, then Enable on the top right. Once feed tracking is enabled, you'll see the Chatter widget at the top of your reports.
How do I get Chatter data in Salesforce?
A.) Enable the “Manage Chatter Messages” and “API Enabled” on a profile....Chatter Conversation can be retrieved via Data LoaderClick Export.Login to Data Loader.Click Show all Salesforce Objects.Click Chatter Message.Choose the location for extracted . CSV file.Click Next.Choose all the Query Fields.Click Finish.
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 content tags in Salesforce?
In Salesforce CRM Content, tags are descriptive labels that help classify and organize content. Contributors can assign tags to their files, Google docs, or web links, to enable all library members to browse for content by tag.
How do I report a topic in Salesforce?
To add topics into a record object:Do not need to start with #, just type the topic and hit enter when done.Need to type in the Topics component in lightning, see post below for Topics component.You need to have edit permission on the record to be able to add topics to that record.More items...•
How do I add a topic to Salesforce lightning?
In the topic editor, start typing your text. As you type, you can pick a topic from the list of suggestions or keep typing to create your own unique topic. Press Enter to add the topic to the record.
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 add Chatter to Dashboard in Salesforce?
Navigate to Setup | Feature Settings | Chatter | Feed Tracking. Look for Dashboard and tick Enable Feed Tracking; select all fields here for tracking. Click on the Save button.
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.
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 a tag in Salesforce?
Tags are words you can associate to records in Salesforce to facilitate search and categorization. Some people think of them as ticklers or “keywords” (a common feature in many SQL based CRMs). They allow Users to find records not by a particular field, but by a word or group of words. Tags can help Users create lists of records ...
Why do administrators use tags?
Administrators like Tags because Users maintain them for the most part. In contrast, Admins have to maintain custom fields used to categorize records (e.g. add new values to picklists).
Can you search for custom fields in Salesforce?
As you’ve probably found out, though Search is very strong in Salesforce, custom fields are not indexed (searchable). OK, you can mark custom fields as an “External ID” and make it searchable, but you can only do that so many times per Object ;).
Do personal tags affect topics?
Personal tags aren’t affected. If administrators disable topics for an object, all public tags on records of that object type are restored. For organizations created after the Spring ’14 release, topics are enabled for all available standard objects by default. Administrators must choose which custom objects to enable.