Create and Take a Poll
- To open the Chatter page, click the Chatter tab. If the Chatter tab isn’t visible, from the App Launcher ( ), search for...
- In the publisher, click the Poll tab.
- In the Question field, enter: We’ll be handing out hoodies at the company all-hands. What color?
- Enter the following answer options in the Choice fields. After you enter Navy Blue, click...
- Black
- Navy Blue
- Dark Red
- Gray
- Above the feed, click Poll.
- Enter a question in the text box. In the question, you can add a hashtag or mention someone.
- Provide at least two choices. To add another choice, click Add more choices. ...
- Salesforce Classic only: Select to post the poll to your followers or to a group. ...
- To post the poll, click Share.
How do I post content in Salesforce Chatter?
But, typically, you can post content, upload files, create polls, and ask questions. Use the Chatter publisher on the Chatter tab, on a profile, on a Salesforce record, and within groups. We talk more about groups in unit 4.
How do I post a poll in Salesforce?
Salesforce Classic only: Select to post the poll to your followers or to a group. If you’re posting the poll to a group, select the name of the group from the dropdown list. To post the poll, click Share.
How do I take a poll in chatter?
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.
How do I create polls on Instagram?
Create polls to gather people’s opinions. Above the feed, click Poll. Enter a question in the text box. In the question, you can add a hashtag or mention someone. Provide at least two choices. To add another choice, click Add more choices. You can enter up to ten choices.
What is polling in Salesforce?
Polling means actively sampling the status of a service by a client program as a synchronous activity. Polling is most often used in terms of getting actual state. Applications typically poll for changed data periodically.
How do I post to a chatter in Salesforce?
0:041:11Let's learn to Post Something to Chatter @salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick share or press ctrl + Enter. When you post to your profile feed anyone who has access to yourMoreClick share or press ctrl + Enter. When you post to your profile feed anyone who has access to your profile can see your post. And anyone who is following you is notified of your activity.
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 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 automate a Chatter post in Salesforce?
How to Set Up Chatter AutomationFrom Setup, type Process Builder and click New.Enter a name and description for your process.Select the trigger for your process. ... Click Add Object and select the object you want with the trigger. ... Click Add Criteria to create the if/then condition.More items...•
How do I post on Chatter in Salesforce lightning?
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.
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.
How do I use Chatter group in Salesforce?
First, create the All Sales Chatter group.Click 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 is a stream in Salesforce Chatter?
Chatter streams are custom feeds that you create by combining multiple related feeds into one feed. Look for streams on your Chatter home page. Create up to 100 streams that each combine posts from up to 25 different feeds and feed types.
How do I delete a poll in Salesforce Chatter?
In my case, the "Poll" sub tab was only showing on some objects. When I checked the Publisher Layout it was not included there. I had to go to the specific object page layout(s) and remove "Poll" from the quick actions/mobile and lightning experience actions sections.
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...•
Where is group publisher in Salesforce?
To open the group layout to changes, click Quick Actions (1) in the Group Layout palette. Scroll to the Quick Actions in the Salesforce Classic Publisher section, and click override the global publisher layout (2). Now you see the actions that are available in the group publisher, including the Announcement action.
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 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.
What happens if someone posts to your profile and your post disappears?
If you post to someone’s profile and your post disappears, remember All Updates. If the filter Posts by This User is selected, a friendly post from you is filtered out. Simply change the filter to All Updates, and you’re back in business.
How to post a question in Lightning Experience?
Enter your question and details, then press Ctrl+Enter (Windows and macOS) or command+Enter (macOS only).
Why is it important to post a question?
The question publisher boosts the visibility of your question by giving it a distinct, bold format. You can post just the question, or you can add details to it. Only your question is bold.
Can you see your poll on chatter?
The Chatter publisher offers a quick, one-question poll for gathering opinions on the spot. 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.
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.
