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.
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 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.
What is a public group in Salesforce knowledge?
Salesforce Knowledge uses public groups as a way to assign users to specific tasks related to articles. When you assign article actions to a public group, you can grant users in that group the ability to do things like publish articles with a specified validation status. How do I add a user in Salesforce?
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 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 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 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 I CC someone in Salesforce Chatter?
CC/BCC Users and ContactsOpen the Email composer.Click on the CC or BCC link to add emails to Blind Carbon Copy.Type the name of the person you would like to included and it will look up this record automatically for both Contacts/Leads and/or Users.
Can you mention a public group in 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.
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 I send a Chatter notification in Salesforce?
Salesforce Chatter NotificationsLogin to Salesforce.Navigate to the Chatter tab.Select the group with whom you want to recieve Chatter Notifications for, listed on the left* ... In the top right, next to Manage Notifications, select your notifcation frequency in the dropdown.
What is a stream in Salesforce Chatter?
Chatter streams are custom feeds that you create by combining multiple related feeds into one feed. Look for streams on your Chatter home page. Create up to 100 streams that each combine posts from up to 25 different feeds and feed types.
What is chatter group in Salesforce?
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 you BCC in Salesforce email?
When composing, forwarding, or replying to an email, you enter a special Email to Salesforce address in the BCC field (or any other recipient field). Salesforce receives a copy of the email.
How do I add CC to Salesforce email alerts?
Currently, Salesforce does not support feature of specifying the email address in CC and BCC. Show activity on this post. Make sure the fields on your custom object are of type "Email" Then in your email alert workflow action, choose Recipient Type "Email Field" and add all of your fields.
What is a compliance BCC email?
This feature automatically sends a hidden copy of each outbound email message to an email address you specify. Enabling compliance BCC emails prevents users from editing the BCC field on any email and disables their Automatic Bcc setting under My Email Settings.
What are Organization-wide defaults and sharing rules?
Organization-wide defaults and sharing rules determine what data is private and what data is shared with other users. These settings come in handy when working across a large team with varying data security needs
What is permission set?
Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
How do roles mimic teams?
Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assign ing users to a role hierarchy makes records accessible within their team.