Slaesforce FAQ

how to message someone in a salesforce user group

by Angel Crona Published 2 years ago Updated 2 years ago
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From the Chatter post, click into the Write a comment field under the existing post, then type @ and the name of a particular group. Salesforce suggests the group just like it suggests an individual user. Click Save, and each member of the group will get an alert based on their notification preferences.

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

How to add members to a group in Salesforce lightning experience?

In Salesforce Classic, go to the group’s detail page, and click Add/Remove Members. In Lightning Experience, go to the group highlights panel, and click Add Member (your administrator must add this quick action).

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.

How does Salesforce Chatter profile-based rollout work?

When Salesforce turns on Chatter profile-based rollout for your organization, it adds the Enable Chatter permission to your existing user profiles and permissions sets. Enable Chatter is automatically enabled for all standard profiles.

How can I monitor my group’s activity in Salesforce?

Note In Salesforce Classic, you can use the Collaboration Group Engagement report to monitor your group’s activity, such as members, posts, comments, and likes. If you use the report, you must add a group ID to see the number of post comments and likes. If you leave the Group ID field blank, the report doesn’t calculate those fields.

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How do I create a Chatter group in Salesforce?

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.

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 mention a group in Salesforce Chatter?

Chatter allows you to @mention individual people or groups to call their attention to something relevant to them. When you write a post, type the @ symbol followed by the first few letters of the person or group name.

How do I chatter someone in Salesforce?

4:4322:40Chatter Overview And Demo | Chatter In Salesforce | Simplilearn - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you can get this as well from your home page so if you click on the Home tab you can see if yourMoreAnd you can get this as well from your home page so if you click on the Home tab you can see if your chatter feed is open you can see the chatter feed.

How do you mention someone in a group email?

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.

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

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 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.

What is a chatter group in Salesforce?

Chatter groups can be public, private, unlisted, and archived. Public: Anyone can see and add posts, comments, and files. Anyone can join a public group. Private: Only group members can see and add posts, comments, and files. All Experience Cloud site users can see the group picture, name, description, and members.

Which group will work best for collaborating with select external users on Chatter in Salesforce?

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.

How do I enable chatter for community users?

To Enable chatter on your communityGo to setup.search chatter.check on Enable.

How should a Chatter user send a message to another chatter user that Cannot be viewed?

How should a Chatter user send a message to another Chatter user that cannot be viewed by someone else? Only group members can post to this group.

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.

Why do you give a presentation at Salesforce?

Presenting at a Salesforce User Group is a great way to showcase what you have built in Salesforce and to share your ideas! And giving a presentation at a user group is a good way to get warmed up for presenting at Dreamforce- or in front of your company. However, if you don’t present a lot giving a demo or presentation can be stressful, ...

How to give a good presentation?

Practice, practice, practice! There are only a few people in the world that can walk up and give a great presentation. If it’s a topic you have spoken on before you can always polish it more, if it’s a new subject then practice is required. Practice will help you find the kinks or hang-ups in your presentation.

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