Slaesforce FAQ

does salesforce chatter user consume user seat

by Emely Doyle DDS Published 2 years ago Updated 2 years ago
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How many people can I follow in Salesforce Chatter?

You can follow a maximum combined total of 500 people, topics, and records. All Chatter users can configure their own email notification settings and control the number of notifications they receive. At Salesforce, departments and functional teams have Chatter groups.

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.

How do I invite people to chatter in Salesforce?

Once your system admin turns on Chatter, go to the “Chatter” tab on the main Salesforce page. Navigate to the “People” tab to start inviting people to Chatter. Find peers. Use email addresses or names to find the colleagues you’d like to invite and hit send. Note: You can only enter email addresses for your company’s supported domains.

How do I get email notifications in Salesforce Chatter?

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. To receive Chatter mail, Receive emails must be selected.

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What is the difference between chatter free user and chatter moderator user?

A Chatter moderator user is a Chatter user with some additional privileges: These privileges include: Activate or deactivate Chatter Free users. Assign a Chatter Free user as a moderator or take the privilege away. Delete posts and comments that they can see.

What do Chatter Free users have access to?

Chatter Free These users can access standard Chatter items such as people, profiles, groups, and files, but they can't access any Salesforce objects or data. Chatter Free users can also be Chatter moderators.

What is a Chatter user license in Salesforce?

The Chatter Plus license is for users who don't have Salesforce licenses but must have access to Chatter and some additional Salesforce objects. Chatter Plus users can be Chatter moderators and have access to standard Chatter people, profiles, groups, and files pages. They can also. View Salesforce accounts and ...

How much does 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 Chatter Free users subscribe to reports?

But did you know that Chatter Free users can receive scheduled reports? That's right, with just a Chatter Free license, you can automate the process and not pay a penny extra.

How is Salesforce Chatter priced?

Chatter is a kind of Enterprise social network In your organization. Price for Chatter Only is 15 USD/user/app/month.

Who has the permission to edit a chatter profile?

Chatter profiles have nothing to do with permissions and licenses. They are just user's landing pages on chatter, like your LinkedIn or Facebook profile pages.

What is a chatter launch plan?

A Chatter launch plan should include advertising and explaining Chatter to your users so they get excited about what's coming. A profile-based Chatter deployment can be useful to larger organizations because it allows for a controlled, department-by-department deployment.

Can you mix Salesforce licenses?

The answer is YES. While you can use multiple clouds or products within the same Edition level, unfortunately you are not able to mix/match Edition levels within the same organization.

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.

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:

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.

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.

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.

How to chat with people in Salesforce?

Once your system admin turns on Chatter, go to the “Chatter” tab on the main Salesforce page. Navigate to the “People” tab to start inviting people to Chatter.

What is Salesforce chatter?

It is the ultimate collaboration software solution that connects people and information at the speed of social.

How to change chatter notifications?

To change Chatter email notifications, navigate to Setup > Personal Setup > My Chatter Settings > Chatter Email Settings. Control the frequency of notifications for your private and public groups on that page.

How to post files on chatter?

Post files using the file icon near where you write posts. Chatter automatically renames newer versions and saves old ones. Anyone who shares the file can download, edit, and upload a revised version.

What is status update?

Using status updates, you can quickly post a file, link, or update that all of your followers will see in their Chatter feeds. Other people in your company can then comment on your post and engage in a conversation right in the feed.

Why are chatter groups important?

Chatter groups reduce email, make collaboration and project management easier, and are a great way to keep up with your team. Here are some groups that have been successful at other companies.

What can sales employees share?

Sales employees can share stories, best practices, and tips for winning, and get feedback on deals.

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.

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