Slaesforce FAQ

how to mention in chatter lightning salesforce

by Mr. Malachi Johnston Published 2 years ago Updated 2 years ago
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To @-mention a user via the Chatter REST API you must provide a JSON or XML input. The JSON and XML inputs can provide a list of input message segments. Remember to set your "Content-Type" header to "application/json" or "application/xml" to provide this input successfully.

Required Editions. 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. You can add up to 25 mentions to a single post or comment.

Full Answer

What is the use of chatter in Salesforce?

Who Sees What?

  • Who is the audience? The target audience determines where to post an item.
  • What is the relevance for followers?
  • How can users engage people who may not otherwise see the post? For example, users can add topics via #hashtags, or @mention someone in a comment.

How to activate Salesforce Lightning?

Set the Default Interface to Lightning Experience

  • From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ...
  • Select the Roll Out phase.
  • Click Launch Lightning Experience to expand the stage.
  • Click Switch Users next to Make Lightning Experience the default interface. ...
  • Click the + button next to the users you want to switch.

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How do I enable chatter feed in Salesforce?

Salesforce: How to Configure Your Chatter Feeds Choose Setup→Customize→ChatterFeed Tracking. Click the name of an object in the Object list on the left side. Select the Enable Feed Tracking check box. Select each check box for the fields that you want to track with Chatter. Repeat for other objects and then click Save.

How to view chatter in Salesforce?

Important

  • Open your profile page in the Trailhead Playground by clicking the View profile icon and then clicking your name. ...
  • Click the camera icon on the default profile image, and follow the instructions to upload your profile picture.
  • Click the Edit About Me (pencil) icon, and create an About Me statement. ...
  • On your profile page, click Edit.

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How do I tag someone in Salesforce Chatter post?

When you're configuring the Post to Chatter action:In the Message field, enter @[] .Place your cursor between the square brackets.Click Merge Field, navigate to the user who you want to mention, select the corresponding ID field, and click Choose. ... Save the action.

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.

How do I post to a chatter group in Salesforce?

Enter a name for this action. This text appears on the canvas and helps you differentiate this action from others in your process. ... In the Post to field, select Chatter Group.For Group , search for the Chatter group whose feed you want to post to.Fill out the message that you want to post. ... Save the action.

When you mention someone in a group they don't have access to the mentioned person Salesforce?

In that post, you @mention someone who doesn't have access to that record or isn't a member of the group. In this case, the @mention appears as a gray link. The mentioned person can't see your post and doesn't get notified about the post. But the mention does become a link to the mentioned person's profile page.

How do you post on Chatter?

0:041:11Let's learn to Post Something to Chatter @salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipOnce you share your post you can find it by searching for take it to chatter. You also find anyMoreOnce you share your post you can find it by searching for take it to chatter. You also find any other post that was tagged hashtag take it to chatter. Click share or press ctrl + Enter.

How do you send a message on Chatter?

Reference to the user, Chatter group, or record whose feed you want to post to.To post to a user's feed, enter the user's ID or username. For example: [email protected] post to a Chatter group, enter the group's name or ID. For example: Entire Organization.To post to a record, enter the record's ID.

How do I mention in Salesforce?

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. You can add up to 25 mentions to a single post or comment.

How do I add an email to chatter post?

Enable 'Allow Posts via Email' on ChatterNavigate to Setup.On the Quick Find box, enter Email Settings.Click Email Settings on the results.Select Allow Emails to allow users to post to groups using email.Click Save.

How do I post to Chatter in process builder?

Choose “Post to Chatter” in “Action Type” and Choose “Chatter Group” in Post to then find the Chatter group which your org already have. Otherwise create a chatter group. Also Enter a Message like “New'Customer Direct' Account is created”. Step 6: Activate the process Builder.

Why do we use @future notation?

Future annotations are used to identify and execute methods asynchronously. If the method is annotated with “@future”, then it will be executed only when Salesforce has the available resources. For example, you can use it while making an asynchronous web service callout to an external service.

How do you link a group in a comment?

How do I mention people, Pages or groups in a post or comment on Facebook? Type the person's name with a capitalized first letter. Select a name from the list that appears. Type "@" and then the Page's or group's name.

How do you tag someone in a team document?

To get someone's attention in a channel conversation or a chat, @mention them. Just type @ before their name and then select them from the menu that appears. Note: You can also mention someone simply by typing their name.

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.

A Big Reduction in Context Switching

For example, let’s talk about context switching, that huge time suck that has us entering five different modes to accomplish one task. How does Classic compare to Lightning Experience?

A More Functional Chatter Home

Let’s see how the Chatter home in Classic compares to the same in Lightning Experience. Both offer lists of recommendations and trending topics, both give you access to follow, mention, and bookmark feeds. Classic pulls ahead with easy access to muted feed items.

Combined Feeds Through Streams

Continuing our Chatter page comparison: only Lightning Experience offers streams. Streams are combinations of selected feeds that you curate for your needs. As of the Summer ’17 release, you can create 100 streams, and you can add all kinds of feeds to a stream. Add feeds from profiles, work records, accounts—all kinds.

Lightning Fast Navigation to Your Most Frequently Visited Groups

Another useful, Lightning Experience-only feature on the Chatter home page is the list of most recently visited groups. Click a listed group to get right to it instead of navigating away from the Chatter tab and to the Groups tab, which you’d have to do in Classic. The list supports up to five entries, which change as your visiting habits change.

A Better Search Experience

Lightning Experience search also compares favorably to Classic. In both, you can search globally. Hurrah! But only in Lightning Experience can you limit your search to a feed. Search in Lightning Experience offers a faster and smarter way to find the information you’re looking for. Do you want to blaze the trail? Use search to navigate the trail.

A More Robust Sharing Model

There’s a big difference in how posts are shared in Classic versus Lightning Experience. When you share a post in Classic, the post is copied; no connection is sustained between the original post and its shared version. In Lightning Experience, a shared post retains its connection to the original.

More Features in Lightning Experience Groups

How about groups? There’s a lot of great engagement information in both Lightning Experience and Classic.

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 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.

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