How do I customize Chatter in Salesforce?
- Choose Setup→ Customize → Chatter →Feed Tracking.
- Click the name of an object in the Object list on the left side.
- Select the Enable Feed Tracking check box.
- Select each check box for the fields that you want to track with Chatter.
- Repeat for other objects and then click Save.
- 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.
What is the benefit of using Salesforce Chatter?
- Salesforce Chatter can increase employee productivity by 33%.
- Salesforce Chattercan increase sales productivity by 32%.
- Real time information can be delivered to user’s E-mail.
- We can share information, create groups, comment, like, tag and so on using Salesforce chatter.
- It increases manager visibility.
- Salesforce Chatter improves responsiveness.
How to find companies that use Salesforce?
Salesforce CRM Customers List. At eSalesData, you can find all the information that you’ll need to extend your marketing operations to Salesforce CRM user groups all over the world. eSalesData comprises of complete user information of major technology markets across the regions of The USA, North America, South America, UK, Europe, ASIA, New Zealand and Australia.
How to use custom setting in Salesforce?
Custom Settings Methods
- Usage. Custom settings methods are all instance methods, that is, they are called by and operate on a specific instance of a custom setting.
- Custom Setting Examples. The following example uses a list custom setting called Games. ...
- Hierarchy Custom Setting Examples. ...
- Country and State Code Custom Settings Example. ...
What is chatter feed in Salesforce?
Salesforce Chatter Feed is an interface wherein you and other Chatter users in your org can view profiles, updates, status messages, topic detail pages, on record detail pages, objects, and groups. Posts of people you follow on Chatter, as well as your own posts, can be seen on your Chatter feed.
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How do I change the chatter in Salesforce?
Allow editing of posts and comments in Chatter settingsLog in to Salesforce with your System Administrator account.Go to your organization settings and select Setup.Navigate to Feature Settings > Chatter > Chatter Settings.Select Edit to change the settings.More items...
Can I add chatter to a custom object in Salesforce?
What you want to do is this: AFTER you add the chatter tab in the page editor, you then click on the tab. Then, from the menu on the left, you select the "chatter" component, click and drop it in the empty box where it says "Add Component here".
How do I create a Chatter 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.
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.“Like” and reply to posts/comments.More items...•
How do you add chatter to a standard object?
Enable Chatter feed tracking on the Review object.From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.In the list of available objects, click Review.Select Enable Feed Tracking.Select these fields: Core Competencies. Experience. Interviewer. Job Application. Leadership Skills. ... Click Save.
How do you add a chatter to a lightning page in Salesforce?
0:081:20How 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 I set up a chatter group?
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.
What are Chatter groups in Salesforce?
Chatter groups can be public, private, unlisted, and archived.Public: Anyone can see and add posts, comments, and files. ... Private: Only group members can see and add posts, comments, and files. ... Unlisted: Only group members and users with the “Manage Unlisted Groups” permission can see and add posts, comments, and files.More items...
How do you add people to a chatter group in Salesforce?
In Salesforce, navigate to the Chatter Group and click Add/Remove Members and search for Users or select to view 'Everyone' and click the Add button for each User.
What is the difference between Chatter Free and Chatter external?
They have no access to Chatter objects or data. Chatter External users can view user profiles, but they can't edit them. The Chatter Free license is for users who don't have Salesforce licenses but must have access to Chatter.
Can Chatter Free users see reports?
Chatter only users have access to reports and dashboards but cannot use global search to find them.
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.
Take action in the flow of business
Feed actions enable employees to take action right in the flow of business — on group feeds or feeds attached to records.
Act locally. Act globally
Publisher actions place the most common actions at the top of the feed in a simple drop-down menu. Create custom actions and instantly deploy across any mobile device.
Customize apps for increased engagement
Enable your employees to use familiar interfaces anywhere they go with embedded custom or third-party apps.
