In Salesforce Classic: Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed.
How do I post content in Salesforce Chatter?
But, typically, you can post content, upload files, create polls, and ask questions. Use the Chatter publisher on the Chatter tab, on a profile, on a Salesforce record, and within groups. We talk more about groups in unit 4.
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 post something to chatter?
Let’s post something to Chatter. No need to navigate somewhere else. Your profile page has a Chatter feed right there. On the Post tab, click into the Share an update… field. Before you enter anything, take a moment to look at the options in the Chatter publisher.
How do I use messages in Salesforce classic?
In Salesforce Classic, send a question to another person privately, or communicate with a limited set of people. Messaging is useful when a discussion isn't relevant to everyone you work with. Messages also notify people when a file is shared with them.
How do I post to Chatter in Salesforce?
0:041:11Let's learn to Post Something to Chatter @salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick share or press ctrl + Enter. When you post to your profile feed anyone who has access to yourMoreClick share or press ctrl + Enter. When you post to your profile feed anyone who has access to your profile can see your post. And anyone who is following you is notified of your activity.
How do I upload an image to Salesforce?
Add Image ContentTo add an existing image, click Browse and select your image.To upload or drag an image: Click Browse | Create. Drag images to the canvas or click Upload and select images from your computer. ... To use an external image: Insert the URL of the external image in the field below the Browse button.
How do I add a post to Chatter?
After you've created an action and selected “Post to Chatter” for the action type, fill in the relevant fields to add the action to your process....Enter a name for this action. ... In the Post to field, select This Record.Fill out the message that you want to post. ... 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 add a picture to lightning in Salesforce?
Adding Image to the Lightning page This is actually pretty simple: add a Rich Text component in Lightning App Builder. copy the image from a browser. paste into the Rich Text component.
How do I add an image to Salesforce HTML?
Add the Image File to Documents:Go to the Documents Home page. ... Under Recent Documents, click New.Give the image a descriptive name and store in Shared Documents. ... Click the Choose File button and navigate to the image file to import.Click the Save.
How do I post on Chatter apex?
To enable chatter all we have to do is go to the Setup|Customize|Chatter|Chatter Settings and enable chatter. After that a new chatter tab will be visible in specific apps. However someone might be having a specific requirement about posting data on chatter from APEX code.
How do I use Chatter feed in Salesforce?
We enable them under Setup on the Chatter Settings page before we create our groups.From Setup, enter Chatter Settings in the Quick Find box.Click Chatter Settings then Edit.Select Allow Records in Groups (1) and Enable Unlisted Groups (2), then click Save.
How do I enable chatter in custom object in Salesforce?
How to enable chatter for Custom objectNow we are going to enable chatter for a custom object called Expense.Step 1: Go to Setup, search Feed Tracking in Quick find box. ... Step 2: In the available object list click on Expense.Step 3: Check Enable Feed Tracking check box.Step 4: Select which field we need to track.More items...•
Can you add chatter to a custom object?
Chatter Post we can use in Standard and Custom object in Salesforce Classic and Lightning Experience. Chatter Post we can also tag users, the group using (@) as well as we can upload files in particular record in Salesforce.
What is the difference between Chatter Chatter feed and chatter publisher?
Chatter Feeds. You have more options for formatting posts and adding attachments to posts in Lightning Experience. The Chatter publisher offers more controls for styling and adding content. Enhancements include things like inline images, hyperlinks, link to record, and code snippets.
How do I see Chatter posts in Salesforce?
Currently, you can view Chatter feeds on list views for opportunities, accounts, cases, leads, campaigns, contacts, and custom objects.To see the feed on a standard or custom object list view, go to the view and click. Feed. ... Click List to display the list view again.
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.
How to open chatter in a group?
In a private group, the poll’s available to members of the group. In a public group, anyone can take the poll. To open the Chatter page, click the Chatter tab. If the Chatter tab isn’t visible, from the App Launcher ( ), search for and select Chatter. In the publisher, click the Poll tab.
What is the most useful feature of chatter?
Probably the most useful feature of Chatter is the publisher. Use it to add content to any kind of Chatter feed. The types of things you can do in the Chatter publisher depend on how your Salesforce administrator configured Chatter. But, typically, you can post content, upload files, create polls, and ask questions.
What happens if someone posts to your profile and your post disappears?
If you post to someone’s profile and your post disappears, remember All Updates. If the filter Posts by This User is selected, a friendly post from you is filtered out. Simply change the filter to All Updates, and you’re back in business.
How to post a question in Lightning Experience?
Enter your question and details, then press Ctrl+Enter (Windows and macOS) or command+Enter (macOS only).
Why is it important to post a question?
The question publisher boosts the visibility of your question by giving it a distinct, bold format. You can post just the question, or you can add details to it. Only your question is bold.
Can you see your poll on chatter?
The Chatter publisher offers a quick, one-question poll for gathering opinions on the spot. When you create a poll on your profile page, anyone who has access to your profile can see your poll. On the Chatter page, the poll’s available to the people who follow you.
