If your organization is using an Experience Cloud site, we recommend that you install the Salesforce Communities Management (for Communities with Chatter) package instead. This package allows you to report on Chatter usage in your internal organization and Chatter usage in your site.
How does chatter work in Salesforce?
Chatter is secure and works in accordance with all the security and permission settings in your Salesforce organization. A profile-based rollout of Chatter makes Chatter available to a controlled set of users instead of all users in your organization.
How do I create custom reports in Salesforce Chatter?
Create customized reports using existing groupings such as department, country, role, or profile You can install the Salesforce Chatter Dashboards from AppExchange. Tip For installation instructions, detailed information about the reports, and upgrade instructions, see Get Started with Chatter Dashboards.
What kind of reports do I get with chatter?
You get multiple dashboards, over 100 reports, and even custom report types. Use the dashboards to monitor and manage Chatter adoption and engagement in your organization. View overall Chatter adoption with detailed metrics and monthly trends
How do I view private messages in Salesforce Chatter?
Recognize your coworkers with thanks badges and post your thanks directly to the Chatter feed. Salesforce administrators with the Manage Chatter Messages permission can access all users’ private messages via SOAP API. You can view and delete any message (for example, for compliance).
How do I see Chatter in Salesforce?
Currently, you can view Chatter feeds on list views for opportunities, accounts, cases, leads, campaigns, contacts, and custom objects.To see the feed on a standard or custom object list view, go to the view and click. Feed. ... Click List to display the list view again.
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.
What is Salesforce Salesforce Chatter?
Salesforce Chatter is a free social collaboration tool similar to Facebook and Twitter, but for organizations on the Salesforce.com platform. Chatter allows users to collaborate securely at work to establish networks, share files and status updates.
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.
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.