In Salesforce, click the Groups tab. If you don’t see it, open the App Launcher, search for Groups, and click your result. 2. On the Groups list page, click New to open the New Group window.
How do I create a support chatter group in Salesforce?
Post a welcome message to the All Sales group. In the “Share an update…” section, post the following message: Welcome to the All Sales group, which replaces the All Sales email list. Click Share. Next, create the All Support Chatter group. Click the Groups tab, click New. Click Save & Next, Next, then Done.
How do I identify groups with customers in Salesforce?
You can identify groups with customers in Salesforce Classic by the orange upper left corner of the group photo. You can identify groups with customers in Lightning Experience by a caption in the group header. Archived: Some groups can be archived.
What is Salesforce Chatter and who is she she?
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.
What are chatter groups and how do they work?
Through the use of Chatter groups, users can communicate and share. Chatter groups are classified as either public or private. Public means anyone can see and add posts, comments, and files. Anyone can join a public group.
How do I find groups in Salesforce?
Click the control that matches the type of group.For personal groups, in your personal settings, click My Personal Information or Personal—whichever one appears. Then click My Groups.For public groups, from Setup, in the Quick Find box, enter Public Groups , then select Public Groups.
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 I join a Chatter group in Salesforce?
Go to group's detail page.To join a public group, click Join or Join Group. To join a private group, click Ask to Join. Your request is sent to the private group's owner and managers, who accept or decline your request.
Where can I find Chatter posts in Salesforce?
Currently, you can view Chatter feeds on list views for opportunities, accounts, cases, leads, campaigns, contacts, and custom objects.To see the feed on a standard or custom object list view, go to the view and click. Feed. ... Click List to display the list view again.
How do I find my chatter group?
In Salesforce Classic, the Groups list on your profile shows you the Chatter groups that you belong to. By default, the list is sorted by the most recent activity date. On the Groups tab, you can join or create groups. You can also view the Groups list on other people's profiles to see their group memberships.
Where can you view a Chatter groups Engagement Analytics in Salesforce?
In Salesforce, click the Groups tab. If you don't see it, open the App Launcher, search for Groups, and click your result.
What is an unlisted chatter group?
Unlisted groups offer more privacy compared to private groups. Only group members and users with the Manage Unlisted Groups permission can access unlisted groups in list views, feeds, and search results. By default, unlisted groups aren't enabled for your organization.
How do I enable groups in Salesforce?
Create Salesforce Public GroupsNavigate to Setup (Gear Icon)| Manage Users | Public Group.Click New.Name the Public Group via the “Label” field.Select Users under the “Search” drop-down.Add the specific user(s) with whom you want to share the list view.Click Save.
How do you mention a public group in chatter?
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. The list includes all matches for. People, typically users you interact with the most. Chatter Public groups. ... To post your update, click Share.
Where is the chatter group in Salesforce lightning?
In Salesforce Classic, you typically access Chatter features from the sidebar on the Chatter tab. In Lightning Experience, access Chatter, colleagues' profiles (People), and groups from the App Launcher. You can also get to these places from a tab or the overflow menu, depending on what's showing.
Who feeds you can see on Chatter?
Anyone except customers can see your posts on your profile, and the people who follow you can see your posts in their Chatter feed. However, if you change a record, only the people who have permission to see the record can see the record update in a feed.
How do you make a chatter group in Salesforce lightning?
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.
How to find groups in Salesforce?
In Salesforce, click the Groups tab. If you don’t see it, open the App Launcher, search for Groups, and click your result.
What is chatter group?
Groups are the main collaboration space in Chatter. You can organize a group around a project and add all project participants to it. Members use the group feed to exchange information, process a decision, and ask and answer questions. Whether it’s a project, a topic, a line of business, a what-have-you, you can create a group to support it. Groups help users build, preserve, and share knowledge that’s vital to getting the job done and keeping everyone aligned.
How to add more members to a group?
After you create your group, it’s easy to add more members. Go to the group, open the actions menu in the group banner, and select Manage Members. In the Add Members dialog, search for the people that you want to add and click Add next to their names.
What is private chatter?
Private Chatter groups are a great way for project 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 who are outside your company.
How to add Lightning Actions to Salesforce?
In the Group Layout panel at the top of the page , select Mobile & Lightning Actions. If it’s not already there, drag New Case to the Salesforce Mobile and Lightning Experience Actions area.
What is the engagement tab in a group?
All groups offer an Engagement tab for monitoring group membership and activity over time . Use the Engagement tab to monitor how active the group is, the cadence of activity, the stability of group membership, and various count summaries.
What is group layout?
The group layout is the place to adjust the types of actions and settings that are available with groups. Let’s customize our group layout with an action that lets us create cases from the group.
What is chatter group?
Chatter is a great collaboration tool for your users. Through the use of Chatter groups, users can communicate and share. Chatter groups are classified as either public or private. Public means anyone can see and add posts, comments, and files. Anyone can join a public group.
Can anyone join a public group?
Anyone can join a public group. Private means only group members can see and add posts, comments, and files. People must ask the group's owner or managers to join a private group. But first, the groups need to be created.
Who can activate chatter?
Group owners, group managers, and users with the “Modify All Data” permission can activate an archived Chatter group from the group detail page.
How to find archived groups?
Use the My Archived Groups filter in the Groups list to find the archived groups that you own, manage, or belong to. You can also use global search to find archived groups or associated content. Note that archived groups don’t count toward your group membership limit.
How to edit group in Lightning Experience?
In the Lightning Experience, click Edit Group from the buttons in the group header.
What happens after a group is activated?
After a group is activated, the group detail page displays with the publisher enabled so members can create new posts and share files with the group.
Do chatter groups get notifications?
Group members don’t receive email notifications when a Chatter group they own, manage or belong to is archived or activated.
Can you create a new post on a group?
The publisher on the group page is hidden and members can’t create new posts or share files in the group.
Does Salesforce chatter show previous posts?
Previous group posts and comments no longer appear in the Chatter feed, unless someone adds a comment. Posts with new comments display in the All Company feed (Salesforce Classic) and the feed of each group member. They may appear in the Company Highlights feed (Lightning Experience), depending on the post’s popularity ranking and engagement (such as likes, comments, and views).
