Chatter Groups If you're working on a team, you can create a group for your team to share mission-related files and information. Share information through the group feed. Required Editions Available in: both Salesforce Classic and Lightning Experience
Full Answer
How to create a chatter group in Salesforce?
Creating Chatter Group: To create chatter group user should have “Create and Own new chatter groups” user permission required at profile/permission set level. To create chatter group login to salesforce -> click on chatter tab -> click on Groups and click on New Group.
What is Salesforce Chatter and who is she she?
She is a 6 x certified Salesforce MVP, a regular speaker at Salesforce events, and leads the Bristol Salesforce Admin group. Salesforce Chatter is a collaboration tool built into the Salesforce user interface.
How do I share a chatter post with a group?
In your Chatter feed, go to the post you want to share. Click Share. From the Share menu, select A Group. In Lightning Experience, the option is Share with Group. Enter part of the group name and select the group from the list. Type a comment about the post or leave the comment field blank.
How do I share an update to the all support chatter group?
In the “Share an update…” section, post the following message: Welcome to the All Sales group, which replaces the All Sales email list. Click Share. Next, create the All Support Chatter group.
What can be shared via Chatter?
Share a Chatter Post with a Group You can share public posts, but you can't share feed tracked items and custom feed items, like approvals, dashboard snapshots, or case interactions. You can't share posts with archived or unlisted groups or private groups that include external users. A post's comments aren't shared.
Can you chatter a group in Salesforce?
Chatter groups can be public, private, unlisted, and archived. Public: Anyone can see and add posts, comments, and files. Anyone can join a public group. Private: Only group members can see and add posts, comments, and files.
How do I post to a chatter group in Salesforce?
Enter a name for this action. This text appears on the canvas and helps you differentiate this action from others in your process. ... In the Post to field, select Chatter Group.For Group , search for the Chatter group whose feed you want to post to.Fill out the message that you want to post. ... Save the action.
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.
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.
Which group will work best for collaborating with select external users on Chatter in Salesforce?
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 feature of a Chatter groups allows only managers and group owners to create posts in the group?
Private: Only group members can see and add posts, comments, and files. People must ask to join, and the group's owner or managers must add them.
How do I post to Chatter in process builder?
Choose “Post to Chatter” in “Action Type” and Choose “Chatter Group” in Post to then find the Chatter group which your org already have. Otherwise create a chatter group. Also Enter a Message like “New'Customer Direct' Account is created”. Step 6: Activate the process Builder.
How do I see all Chatter groups in Salesforce?
In Salesforce Classic, the Groups list on your profile shows you the Chatter groups that you belong to. By default, the list is sorted by the most recent activity date. On the Groups tab, you can join or create groups. You can also view the Groups list on other people's profiles to see their group memberships.
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.
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 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.
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.
How to add more members to a group?
After you create your group, it’s easy to add more members. Go to the group, open the actions menu in the group banner, and select Manage Members. In the Add Members dialog, search for the people that you want to add and click Add next to their names.
What is the engagement tab in a group?
All groups offer an Engagement tab for monitoring group membership and activity over time . Use the Engagement tab to monitor how active the group is, the cadence of activity, the stability of group membership, and various count summaries.
Can a private group have external members?
Private groups can also have external members. For example, create a private group to collaborate with customers or subject matter experts who are outside your company. When you select to allow customers in a private group, it’s clearly shown on the group page.
Can you post to a broadcast only group?
Only the owner and managers of a broadcast-only group can post to it. But group members can comment on those posts. You can make any type of group broadcast-only. As an admin, you can rearrange the group layout to include or exclude some elements.
Can you post on chatter group?
When a Chatter group is archived, group members can’t post messages or share files with the group. However, previous posts, comments, and files remain available for reference. Mentioning a group (@ [group_name]) doesn’t count as feed activity in that group and doesn’t delay group archiving.
Groups
Structure a discussion and activity. Create groups for your team, an event, a new account, or a campaign. Share files and records, integrate video, and even invite customers. Private groups protect discussions.
Private discussions stay private
Private groups allow discussion of topics that are not visible to the rest of the community.
Take it offline
Unlisted groups are not visible to the rest of the community through search or public posts.
Business Integration Tools from Salesforce
Collaborating with co-workers is easier when you can create project team groups with business integration tools like Salesforce Chatter enterprise social network. Using business process integration tools like Chatter will help groups working on the same projects work together as a team, no matter where they are.
Business Integration Tools from Salesforce
Collaborating with co-workers is easier when you can create project team groups with business integration tools like Salesforce Chatter enterprise social network. Using business process integration tools like Chatter will help groups working on the same projects work together as a team, no matter where they are.
What is chatter group?
Chatter is a great collaboration tool for your users. Through the use of Chatter groups, users can communicate and share. Chatter groups are classified as either public or private. Public means anyone can see and add posts, comments, and files. Anyone can join a public group.
Can anyone join a public group?
Anyone can join a public group. Private means only group members can see and add posts, comments, and files. People must ask the group's owner or managers to join a private group. But first, the groups need to be created.
How to create a chatter group in Salesforce?
To create chatter grouplogin to salesforce -> click on chatter tab -> click on Groups and click on New Group. See the below screen for reference.
Can you create a group on Facebook?
In Facebook you can create groups and you can invite your friends as a members. The same type of groups you can create in salesforce chatter groups and you can invite members to that group. We can create public and private chatter groups. Public Group: In public groups every one can join and every one can see, add post, add files & add comments.
