Slaesforce FAQ

how to add hyperlinks within salesforce chatter post

by Marianne Gerhold IV Published 2 years ago Updated 2 years ago
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//Adding a Link post FeedItem post = new FeedItem (); post.ParentId = oId; //eg. Opportunity id, custom object id.. post.Body = 'Enter post text here'; post.LinkUrl = 'http://www.someurl.com'; //This is the way of adding Link to chatter feed insert post;

In the Chatter feed, go to the post you want to share. Click Share. In the top corner, click Show link to post. Copy the link, paste it in an email or instant message, and send it.

Full Answer

How do hyperlink dont work in chatter mesages?

Hyper-Link Dont work in Chatter Mesages via process builder. You can handle this in a different way, You can change your process builder's Post to Chatter to post on " This Record ". And then in the chatter body you can mention the chatter group.

How to link to your most relevant records in Salesforce Chatter?

In Summer ‘18 Release Salesforce provided a way to “link to your most relevant records from a Post or Comment” in Chatter. This feature can be used directly while typing in Chatter, or from Apex code, however, they haven’t provided an out-of-the-box way to do this from declarative tools such as Process Builder or Flow.

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 link to a specific record type in chatter?

In the Chatter publisher, enter a forward slash (/) and start typing the record name. You can link to any record type that’s enabled for your org, such as work records, accounts, opportunities, and cases. Link to up to 25 records in each post or comment.

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How do you add a link to a Chatter post?

In the Chatter publisher, enter a forward slash (/) and start typing the record name. You can link to any record type that's enabled for your org, such as work records, accounts, opportunities, and cases. Link to up to 25 records in each post or comment.

How do I embed a link in Salesforce?

In Salesforce ClassicOn the page where you add the content or the body of the HTML Email Template, highlight a text.Click the link icon on the Formatting Controls ribbon and enter the URL on the pop-up dialog box.Click OK to save the link.Click Save to save the template.

How do I add a record link in chatter post process builder?

1:174:58How to Use Process Builder to create Chatter Post with a URL Record Link.YouTubeStart of suggested clipEnd of suggested clipAnd then down here is where you can create the URL. Inside your message. So when I was first settingMoreAnd then down here is where you can create the URL. Inside your message. So when I was first setting the sup I wanted to just grab the lead ID.

How do you tag on Chatter?

You start off by writing a post in Chatter. Type the “@” symbol, followed immediately by the first few letters of the name of the individual or group you wish to tag. A list of matching names will then appear. Select your chose person or group from the matches list.

How do I create a custom link in Salesforce?

Adding Default Custom LinksFrom the management settings for the appropriate object, go to Buttons, Links, and Actions or to Buttons and Links.Click Default Custom Links.Next to a sample link you want to add, click Add Now!.Change the default data for the link, as necessary.Choose Save.More items...

How do I create a URL button in Salesforce?

If you want the button or link to launch a custom page or other code, consider a Visualforce page.From the management settings for the object that you want to edit, go to Buttons, Links, and Actions. ... Click New Button or Link. ... For Display Type, select Detail Page Link, Detail Page Button, or List Button.More items...

Which of the following options are available when formatting Chatter posts?

To disable and hide the formatting options, deselect Allow users to compose rich text posts on the Chatter Settings page in Setup. Users can format text posts, questions, and posts with link or file attachments on the Chatter publisher on the Home page, the Chatter tab, groups, profile, and record detail pages.

Can workflow Post to chatter?

Now not only can you update a field, create a task, or send an outbound message, but with Process Builder you can also create a record or a flow, post to chatter, submit to the approval process, and invoke other processes.

Can Process Builder Post to chatter?

Process Builder's Post to Chatter Start by clicking the Add Action. Select the Action Type called Post to Chatter. Complete the Action Name. Leave the default setting for Post To This Record.

How do I mention in Salesforce?

When you write a post, enter @ followed by the first few letters of the person or group name. Select the person or group from the list of matches. You can add up to 25 mentions to a single post or comment.

How do you link a group in a comment?

How do I mention people, Pages or groups in a post or comment on Facebook? Type the person's name with a capitalized first letter. Select a name from the list that appears. Type "@" and then the Page's or group's name.

How do I create a Chatter group in Salesforce?

Create Chatter Groups for All Sales and All SupportClick the App Launcher .Enter Groups in the Search apps and items... box and select Groups.Click New.Fill in the new group information: Group Name: All Sales. ... Click Save & Next.Skip adding a group photo by clicking Next.Skip adding members for now and click Done.

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.

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