Required Editions and User Permissions.
- Log in as a Salesforce administrator.
- From Setup, enter Profiles in the Quick Find box, then select Profiles.
- For each custom user profile:
- Click Edit.
- In the Administrative Permissions section, select or deselect Enable Chatter, depending on whether you want users with this profile to have Chatter ...
- Save your changes.
How to enable chatter in Salesforce?
Setup -> Customize -> chatter -> settings and ‘enable’chatter under chatter settings and save. See the below screen for reference. Once you enabled chatter, by default Global header will be enabled to your organization. And also by default you may fallow few users and records.
How to enable topics for external users in Salesforce Chatter?
If you want to enable topics for external users, go to Setup | Chatter Settings and select Allow topics in Salesforce Sites and Portals. Prevent guest users and authenticated external users from viewing topics in Salesforce Sites and portals. Allows requests for approval to appear in a user’s feed. Post approval requests in a user’s feed.
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.
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How do I enable Chatter in Salesforce?
For each existing user-level permission set:In the System section, click System Permissions.Click Edit, and select Enable Chatter. The Enable Chatter permission is available in a permission set only after Chatter profile-based rollout is enabled for your org.Save your changes.
How do I enable chatter on my profile?
Enable Chatter is automatically enabled for all standard profiles....For each custom user profile:Click Edit.In the Administrative Permissions section, select or deselect Enable Chatter, depending on whether you want users with this profile to have Chatter access. ... Save your changes.
Is Chatter enabled by default?
In Salesforce and the Salesforce mobile app, Chatter is enabled by default.
How do I give chatter access to my community user?
Enable Chatter is automatically enabled for all standard profiles....For each custom user profile:Click Edit.In the Administrative Permissions section, select or deselect Enable Chatter, depending on whether you want users with this profile to have Chatter access. ... Save your changes.
What is Salesforce Salesforce Chatter?
Salesforce Chatter is a free social collaboration tool similar to Facebook and Twitter, but for organizations on the Salesforce.com platform. Chatter allows users to collaborate securely at work to establish networks, share files and status updates.
How do I create a Chatter Free user in Salesforce?
How to create a Chatter Free user in SalesforceClick "Quick Find" box and type "Users"Select "User License" as "Chatter Free"Enter the Email ID of the user in the "Email" and "Username" fields.Click on the "Save" button.
What is chatter in Salesforce lightning?
The Chatter tab gives you quick access to some useful feeds, like What I Follow, To Me, Bookmarked, Company Highlights, and My Drafts. Select a feed to place it front and center on the Chatter tab. The What I Follow feed shows post activity on all the people, groups, and objects that you follow.
How do I send a chatter in Salesforce?
Open a person's profile by clicking their name anywhere in Chatter, and then click Send a message. Click Send a message on a person's hover. When viewing the full message history of a conversation, use the text box under the most recent message to send a reply.
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.
What is chatter in salesforce?
Chatter in salesforce allows you to collaborate the people with each other in your organization. You can connect with your coworkers and you can share information securely in real time. You can create groups like Facebook groups such public groups and private groups and you can invite your coworkers to join those groups by using salesforce chatter. ...
What is global header?
Global header will enable there you can search your sobject records, chatter feeds, Groups and users. – All users will automatically fallow when you enable this for organization with 15 or fewer users. – This functionality is automatically available for salesforce1 apps when you enable in your org.
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.
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.
Is Salesforce a public group?
Salesforce provides various group types for different purposes and audiences. Public groups are visible and open to all employees. Anyone in the company can join a public group and post, comment, and add files to it. Private groups are open only to group members. People must request to join a private group.
What is chatter feed?
A Chatter feed combines the Chatter publisher and the posts, polls, questions, comments, and other objects added through the publisher. Use the publisher to write a post, ask a question, and create a poll. You can also make other actions available to your users through Setup.
Can you control the amount of emails you receive?
Users can control whether they receive emails, the changes that trigger emails, and the frequency of delivery. It’s important to let your users know how they can control the amount of email they receive.
Can you delete a chatter post?
The author and some permitted users can edit and delete the post. People can delete their own posts, but, under most circumstances, they can’t delete other people’s posts nor generated posts.
What is chatter in Salesforce?
Chatter is the river of your Salesforce organization ( org). So, when you have something to say, #TakeItToChatter—the best platform for collaboration anywhere. Discuss business with colleagues, experts, and customers; preserve those discussions; and revisit them whenever you like. Stay focused on the things you want to get done.
What is global search in chatter?
Global search (1) searches the entire org and returns only the results that you can access. With global search, you can limit your search to the type of object that you want to find.
How to put social media in social network?
To put the social in social network, start out by making it easier for people to get to know you. Upload a profile picture, and fill out your profile details. Upload a profile picture of yourself. Enter your details, including: First Name, Last Name, Title, Email, and Cell.
What is a chat skill?
Create a Chat Agent Skill. Skills are areas of expertise you assign to agents, so chats are routed to an agent with the right knowledge base. You can create skills for channels, products, escalation paths, and more.
What is chat agent setup flow?
The Chat Agent setup flow is a quick way to get up and running with live web chat. When you complete the flow, you’re ready to start chatting with your customers.
What is a customer site?
Customer sites give customers an easy way to interact with a company whenever and wherever they are. They can search for articles, ask questions, and get crowd-sourced answers. This functionality is exactly what Category 1 Biking needs to engage their loyal fans.
