After enabling Chatter in Salesforce we have to make Salesforce Chatter application is visible to every one in an organization. To make visible we have to customize Chatter TAB settings. Go toSetup=>App Setup. Select(+)and click on Customize my Tabs. Now Select Application from Available Tabs to Selected Tabs with Up and Down Arrows.
Full Answer
How do I enable or disable chatter in Salesforce?
In Salesforce and the Salesforce mobile app, Chatter is enabled by default. Configure various Chatter features and customize the Chatter experience for your users on the Chatter Settings page in Setup.
How do I Change my chatter settings?
Click your avatar at the top of the page, and select Settings. Enter Chatter in the Quick Find box, then select Chatter Email Settings or Email Notifications—whichever one appears.
What is Salesforce Chatter and how does it work?
Salesforce Chatter is a collaboration tool built into the Salesforce user interface. It’s highly likely you’re familiar with the benefits of having a collaboration tool, especially one that is easily accessible, intuitive for users to grasp, and provides context where and when teammates need it.
How do I view private messages in Salesforce Chatter?
Recognize your coworkers with thanks badges and post your thanks directly to the Chatter feed. Salesforce administrators with the Manage Chatter Messages permission can access all users’ private messages via SOAP API. You can view and delete any message (for example, for compliance).
How do I get rid of the chatter tab in Salesforce?
You need to go to Feed Tracking in Setup under Chatter, Select the object and uncheck the Enable Feed Tracking at the top. This will remove it from all page layouts under the object.
How do I change the layout of my chatter?
From Setup, enter Group Layouts in the Quick Find box, then select Group Layouts.Click Edit next to the group layout that you want to customize, or click New to create a layout.From the palette on the top of the page, drag fields, buttons, and other user interface elements. ... To save the layout, click Save.
How do I rearrange tabs in Salesforce?
To rearrange tabs, take the following steps:Click on the pencil in the upper right-hand corner.Click and drag the three lines next to the tab you want to move up or down.Click Save.
How do you get rid of the chatter tab in lightning?
To disable Chatter from the Salesforce organization For Salesforce Classic, go to Setup > Build > Customize > Chatter > Chatter Settings. For Salesforce Lightning, go to Setup > Platform Tools > Feature Settings > Chatter > Chatter Settings.
How do I add a tab in chatter?
0:131:20How 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 change the layout in Salesforce?
Edit Page Layouts ManuallyLog into Salesforce and click the Setup button.On the left menu, click Objects and Fields and select Object Manager.Click one of the following: Account, Opportunity, Product, Work Order or Asset.Click Page Layouts in the left menu.Click the respective Page Layout.More items...•
What is tab layout in Salesforce?
Platform / Customization & App Building. Buried in SFDC setup is the ability to edit the Standard and Custom Tab columns that display for the users. It takes a bunch of clicks to get there. Especially when working with Custom Tabs.
How do I customize the navigation bar in Salesforce?
Customize a Lightning App Navigation Menu in the Salesforce...Tap Menu in the navigation bar at the bottom of the screen.Tap Edit.Drag items to reorder them.Tap Save.
How do I see all the tabs in Salesforce lightning?
Yes, it is a two-step process which is what makes it a bit confusingGo to the Home Page and click the SETUP GEAR ICON >>Under PLATFORM TOOLS >> APPS will appear.Click on APPS and APP MANAGER will appear.Click APP MANAGER >>Within the APP MANGER screen find SALES – Lightning Sales in the List.More items...•
How do I change the chatter component in Salesforce?
Salesforce: Activities & Chatter componentGo to object manager, open that object, you will be landed at the Details page, and click the Edit button then select Allow Activities.Once enabled, you should see the Activities component.Chatter.More items...•
How do I get rid of the tabs in Salesforce lightning?
In Lightning ExperienceClick your avatar | Settings | Display & Layout | Customize My Pages.Select a page from the picklist for a specific tab to configure that page.Click Remove or Add to move the tab to the available tabs list or selected tabs list.Click Save.
How do you add activity and chatter on a lightning page?
How to add Chatter Post in Lightning Experience?Click Setup.Click Feature Settings.Click Chatter.Click Feed Tracking.
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.
What is Salesforce console?
The Salesforce console has the ability to have different layouts based on user profiles. Utilize this function to allow support and sales reps to view all the information that relates to their cases and opportunities in one record.
Can you use Salesforce chatter to communicate?
If your teams use Salesforce Chatter to communicate, then there are probably posts from your sales team that your support team doesn’t need to see and vice versa. If this is the case, then prevent posts from being seen by people who they do not relate to by creating Chatter groups. If you create a Chatter group for your entire sales team then they can communicate with one another and the support team won’t receive notifications that do not apply to them.
