1. Login to Salesforce. 2. 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.
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 set up Chatter in Salesforce?
To access the Chatter Settings page in Setup, enter Chatter in the Quick Find box and select Chatter Settings .To disable Chatter for your entire organization, deselect Enable in the Chatter Settings section.
How do I set up Chatter in Salesforce lightning?
How to add Chatter Post in Lightning Experience?Click Setup.Click Feature Settings.Click Chatter.Click Feed Tracking.
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 enable Chatter in Salesforce community?
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.
How do I add chatter to record page?
Go to object manager, find your custom object, create a new lightning page layout. Add thte chatter component to where you would like it to appear on the page. Activate the page and assign it either as org default or to a specific profile/record type/app and you should be good to go.
What are three features of chatter?
Use Chatter features, like feeds, profiles, groups, and more, to share information, collaborate, and keep up with the latest updates in your company.
How do I access Chatter in Salesforce?
To access the Chatter Settings page in Setup, enter Chatter in the Quick Find box and select Chatter Settings .To disable Chatter for your entire organization, deselect Enable in the Chatter Settings section.
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.
How do I enable chatter for custom object in Salesforce?
How to enable chatter for Custom objectNow we are going to enable chatter for a custom object called Expense.Step 1: Go to Setup, search Feed Tracking in Quick find box. ... Step 2: In the available object list click on Expense.Step 3: Check Enable Feed Tracking check box.Step 4: Select which field we need to track.More items...•
How do you use Chatter in community?
This process to manually share each users visible to which Partner role. Go to User detail page and click Sharing button, then specify Partner users (by Role or Public Group or All) able to see that particular user. In screenshot below, Steve is the only user shared to Partner using manual sharing.
What is Salesforce chatter?
What is Salesforce chatter? 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. And also you share your comments, add images and you can like others comments/posts.
What happens when you enable chatter?
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.
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.
Do you have to have custom permissions to use a custom app?
Make sure that you have “Customize application” user permission to do this setup.
Can you disable Salesforce chatter?
Salesforce Chatter:When you enable this functionality automatically this application permission will be enabled for all your profiles in slaesforce. If you don’t want to give this application permission to some profiles, you can disable this permission.
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.
Who Sees What?
In your Chatter organization, context is key. Encourage your users to always consider the context of a post.
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.
What is Salesforce chatter?
It is the ultimate collaboration software solution that connects people and information at the speed of social.
How to chat with people in Salesforce?
Once your system admin turns on Chatter, go to the “Chatter” tab on the main Salesforce page. Navigate to the “People” tab to start inviting people to Chatter.
How to change chatter notifications?
To change Chatter email notifications, navigate to Setup > Personal Setup > My Chatter Settings > Chatter Email Settings. Control the frequency of notifications for your private and public groups on that page.
How to post files on chatter?
Post files using the file icon near where you write posts. Chatter automatically renames newer versions and saves old ones. Anyone who shares the file can download, edit, and upload a revised version.
Why are chatter groups important?
Chatter groups reduce email, make collaboration and project management easier, and are a great way to keep up with your team. Here are some groups that have been successful at other companies.
What can sales employees share?
Sales employees can share stories, best practices, and tips for winning, and get feedback on deals.
Where is the recommendation tab in Chatter?
Use the “Recommendations” on the right-hand side of the Chatter tab to discover things you didn’t know about, such as projects, marketing campaigns, big deals, or interesting discussions.
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.
How to find stuff in chatter?
When you need a quick way to find stuff in Chatter, two types of search are available. 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. Feed search (2) lets you look for results from the current feed. Feed search offers a great way to find that vital bit of information that’s buried in an active thread.
What to do if you use Trailhead in a different language?
If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.
How long does it take for chatter to save drafts?
Your Chatter admin must enable drafts before you can use them. When drafts are available, a post that you’re working on is automatically saved after seven seconds. Only posts are saved as drafts. Questions and polls aren’t saved.
Does Chatter have a page?
Chatter has its own page , and here’s a picture of it.
