Slaesforce FAQ

how to install salesforce chatter desktop

by Prof. Nikolas Schimmel I Published 3 years ago Updated 2 years ago
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Periodically checks Salesforce for new versions To install the standard version: From your personal settings, enter Chatter Desktop in the Quick Find box, then select Chatter Desktop. Click the Download Now badge.

Full Answer

Is there a desktop app for Salesforce?

Salesforce + Shift - Desktop App for Multiple Salesforce , App & Email Accounts.

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.

Is Chatter available in Salesforce Classic?

In both Salesforce Classic and Lightning Experience, you can edit your personal Chatter settings through your personal Settings.

What is Sfdc chatter?

Salesforce Chatter is a social collaboration platform for businesses already using Salesforce. Designed to help employees connect and collaborate, Chatter comes from Salesforce.com. With Chatter, employees can exchange files, share data, and chat. You can also post status updates like you would on Facebook or Twitter.

How do I enable chatter?

Enable Chatter in SalesforceNavigate to Setup > App Setup > Customize > Chatter > Settings.On the Chatter Settings page, click Edit.Select the Enable Chatter Settings option, then click Save.

How do I add Chatter to my homepage in Salesforce?

To create a Chatter stream, provide a title and select the feed types and feeds that you want in your stream.Go to the Chatter home page, and click the. ... Enter a name for your stream.In the Records to Follow field, click the down arrow (2) and choose a type of feed you want to add to your stream.More items...

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 chatter free license in Salesforce?

The Chatter Free license is for users who don't have Salesforce licenses but must have access to Chatter. These users can access standard Chatter items such as people, profiles, groups, and files, but they can't access any Salesforce objects or data. Chatter Free users can also be Chatter moderators.

How do you use Chatter in Salesforce lightning?

0:000:35How to access Chatter in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo access chatter in your Salesforce. Simply click on the chatter tab that you'll find along withMoreTo access chatter in your Salesforce. Simply click on the chatter tab that you'll find along with the other tabs in your Salesforce. Such as the opportunity tab or the contacts tab.

How do I enable chatter for an object in Salesforce?

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.

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 chatter in Salesforce app?

Required Editions and User PermissionsFrom Setup, enter Chatter into the Quick Find box and select Feed Tracking.Select Work Order from the object list.Check Enable Feed Tracking.Click Save.

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