Slaesforce FAQ

can management view salesforce chatter instant messages

by Joaquin Schiller Published 2 years ago Updated 2 years ago

How does chatter work in Salesforce?

Chatter works in accordance with all security and permission settings in your Salesforce organization. Chatter is enabled by default for organizations created after June 22, 2010. For organizations that were created before then, your administrator must enable Chatter.

How do I use messages in Salesforce classic?

In Salesforce Classic, send a question to another person privately, or communicate with a limited set of people. Messaging is useful when a discussion isn't relevant to everyone you work with. Messages also notify people when a file is shared with them.

How do I view my messages in chatter?

Open the My Messages page by clicking the Messages link on the Chatter tab. On the My Messages page, you can: See the most recent message in each of your conversations. The most recent message appears at the top of the list. See the photo of the person who sent the most recent message.

Who can I send a chatter message to?

Consider these usage tips for Chatter messages. You can send messages to anyone in your Chatter organization. It doesn't matter who you follow, who's following you, what groups you belong to, or if the recipient is a customer. Conversations can involve up to 10 people total, including yourself.

Who can see Salesforce Chatter?

All users with a Chatter-enabled user profile have access to Chatter, even if Chatter is disabled in their permission set. To prevent that person from accessing Chatter, disable Chatter in both the person's user profile and permission set.

Is Salesforce Chatter reportable?

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 hide chatter in Salesforce?

How do you hide Chatter Feed in Lightning? click on the Gear Icon on the top right and select edit page. Then click on the (1) chatter in the middle of the page and (2)delete it from the right section. once done save .

What is the capability of chatter in Salesforce?

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.

Can I report on chatter?

You can monitor Record feed engagement on Standard and Custom Objects by creating a Custom Report Type with the object's feed as the secondary object.

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 the difference between Chatter and Chatter feed?

Hello, 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.

How should a Chatter user send a message to another chatter user that Cannot be viewed?

How should a Chatter user send a message to another Chatter user that cannot be viewed by someone else? Only group members can post to this group.

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.

What features are available on Chatter?

Features include:Chatter Groups. Chatter groups are spaces created for project members or teams. ... Actions and Endorsements. In Chatter, users can approve expense reports, update orders, and create support cases. ... Feeds, Polls, and Topics. ... Files and Knowledge Centers. ... Profiles and Statuses. ... Access Chatter anywhere.

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.

What are capabilities of Chatter files?

Chatter Files This feature allows a user to upload files up to 2GB to feeds or directly to different types of records, such as Accounts, Cases, and custom objects. Be advised, these files do count against your storage limits.

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.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9