Required Editions and User Permissions.
- In the top corner of the post, click .
- Click Add Topics or Edit Topics.
- In the topic editor, start typing your text. As you type, you can pick a topic from the list of suggestions, or keep typing to create your own unique ...
- When you’re done adding topics, click Done or press ENTER.
What can you do with chatter in Salesforce?
Probably the most useful feature of Chatter is the publisher. Use it to add content to any kind of Chatter feed. The types of things you can do in the Chatter publisher depend on how your Salesforce administrator configured Chatter. But, typically, you can post content, upload files, create polls, and ask questions.
How do I find a specific topic in chatter?
Click any topic assigned to a record to go directly to the Topic page in Chatter. On the Topic page, you can find other records on the topic, people who are knowledgeable about the topic, and other related information. Remember, this module is meant for Salesforce Classic.
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.
What is Salesforce Chatter by christchristine?
Christine is the Salesforce Evangelist at Salesforce Ben. 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.
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What is topics in Chatter in Salesforce?
A topic detail pages show a topic's description and a feed with topic updates from all users and public groups. You can also see a list of records that refer to the topic. Follow topics so you can see updates in your Chatter feed.
How do I create a topic record in Salesforce?
Add Topics to Records in Salesforce ClassicOn the top of the record detail page under the record name, click Click to add topics. If the record already has topics, click Topics. ... In the topic editor, start typing your text. ... When you're done adding topics, click Done or press Enter.
How do I enable a topic in Salesforce?
Enable Topics for ArticlesFrom Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.Click the article type name where you want to enable topics.Check Enable topics.Select which fields you want to use for suggestions.Click Save.More items...
How do you customize chatter?
From Setup, enter Group Layouts in the Quick Find box, then select Group Layouts.Click Edit next to the group layout that you want to customize, or click New to create a layout.From the palette on the top of the page, drag fields, buttons, and other user interface elements. ... To save the layout, click Save.
How do I enable topics in Salesforce lightning?
2 AnswersFrom Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.Select an object.At the right, select Enable Topics.Select the text fields that you want to use for topic suggestions. ... Click Save to save changes for all objects.
How do I delete a topic in Salesforce?
To delete a topic:Navigate to the topic detail page.In the upper right, click Delete (Lightning Experience) or and choose Delete (Salesforce Classic).
Where can I find topics in Salesforce?
On the topic detail page, users can see all the records with a topic and filter their record list views by topic. Enable topics for objects so that users can add topics to records and organize them by common themes.
Can you report on topics in Salesforce?
Currently we cannot report on topics, there is already Idea posted into salesforce for this.
How do I create an article type in Salesforce?
Create Article TypesFrom Setup, enter Article Types in the Quick Find box, then select Knowledge Article Types.Click New Article Type or edit an existing article type.Enter the information for the following fields: ... Click Save.In the Fields section of the Article Type definition, click New.More items...
How do I change my chatter component?
Salesforce: Activities & Chatter componentGo to object manager, open that object, you will be landed at the Details page, and click the Edit button then select Allow Activities.Once enabled, you should see the Activities component.Chatter.More items...•
How do I add Chatter to page layout?
0:131:20How to Add Chatter to a Lightning Page in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo from here we'll click the gear icon. And then click edit page and then let's say we want to addMoreSo from here we'll click the gear icon. And then click edit page and then let's say we want to add shatter to this set of tabs. We'll click add tab. Select chatter hit done click on the tab.
How do you change the chatter publisher lightning component?
From Setup, enter Chatter Settings in the Quick Find box, then select Chatter Settings. Click Edit. Select Enable Actions in the Publisher . Although the Enable Actions setting appears in Lightning Experience, it has no effect there.
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.
Seek and you shall find
Quickly find the most up-to-date posts, files, groups, and experts on any topic.
Be a follower
Follow topics and stay up to date on the latest employee discussions and resources.
New topics rise to the top
New topics pages are automatically generated to address new subjects of discussion.
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.
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.
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.
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:
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.
Can you unlist groups in Chatter?
Unlisted groups and group records are disabled by default. We enable them under Setup on the Chatter Settings page before we create our groups.
What is flexibility in Salesforce?
This flexibility means that users can start organizing and grouping records in any way that makes sense to them. Say someone in research wanted to keep track of who had participated in certain case studies. Or someone in sales wanted to flag certain accounts that seemed positioned for an up-sell. Tags and topics let your users make these notes on the fly, on their own, without any intervention from a Salesforce Administrator.
What is a tag topic?
At their core, Tags and Topics are tools that allow users to create labels for records in the system, and then view records based on those labels later. These labels don’t have to be reflected anywhere else in the data on the record, and can be created by users as-needed without any intervention from an administrator (as opposed to, say, new custom fields or field values). To add a topic you simply type #ExampleTopic.
Can you reference topics in Salesforce?
Salesforce topics offer a few new and welcome changes to the functionality that once was granted by Salesforce tags. The biggest standout feature is that you can now reference topics when creating list views. Users can build views that are filtered based on which topics are on their records, meaning one less page in the system to have to navigate to.
Can you see Salesforce tags in reports?
Even with the improvements that are coming with Topics, there’s still one bit of functionality I wish was present. Neither Salesforce tags nor Salesforce topics are visible in reports. There’s no way to run data analysis or simple export on records that are grouped by Tags or Topics.
How to share an update in Chatter?
On the Post tab, click into the Share an update… field. Before you enter anything, take a moment to look at the options in the Chatter publisher.
How to open chatter in a group?
In a private group, the poll’s available to members of the group. In a public group, anyone can take the poll. To open the Chatter page, click the Chatter tab. If the Chatter tab isn’t visible, from the App Launcher ( ), search for and select Chatter. In the publisher, click the Poll tab.
How to attach a file to a chatter?
In the Chatter publisher, click the Post or Question tab, click in its text field, and look for the Attach files icon . Attach up to 10 files to a post or question.
What is the most useful feature of chatter?
Probably the most useful feature of Chatter is the publisher. Use it to add content to any kind of Chatter feed. The types of things you can do in the Chatter publisher depend on how your Salesforce administrator configured Chatter. But, typically, you can post content, upload files, create polls, and ask questions.
How to see what your coworkers posted to your profile?
Look at your profile feed to see posts where you’re @mentioned , things your co-workers posted to your profile, and your own posts. Filter a profile by Posts by This User to see only the profiled user’s posts. When you filter a profile feed by Posts by This User, posts where the user has commented or is @mentioned aren’t shown.
Can you attach multiple files to a comment?
While you can attach multiple files to posts and questions, you can attach only one file to a comment.
Can you take a poll on chatter?
When you create a poll on your profile page, anyone who has access to your profile can see your poll. On the Chatter page, the poll’s available to the people who follow you. In a private group, the poll’s available to members of the group. In a public group, anyone can take the poll.