Slaesforce FAQ

how to post a question in salesforce community

by Prof. Stefanie Cremin Published 2 years ago Updated 2 years ago
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  • In the Chatter publisher, click the Question tab, then click .
  • You have a few ways to select up to 10 files: Upload a file from your computer (1). Select a file from files that are already uploaded to Salesforce. ...
  • Click Add.
  • Enter the Question: Is this the latest client spreadsheet?. You can add more information in the Details section to clarify your question: This is the one I’ve been using for ...
  • Click Ask.

How do I add a chatter question to a Salesforce form?

In the Chatter publisher, click the Question tab, then click . Upload a file from your computer (1). Select a file from files that are already uploaded to Salesforce. Choose a category (2), such as Owned by Me, and select a file from the results on the right.

How do I post a question?

Posting a question is a great way to make a direct appeal to the group of people most likely to have the right answer. 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. You can format details however you like.

What are the most useful features of Salesforce 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.

How do I upload files to my Salesforce account?

Upload a file from your computer (1). Select a file from files that are already uploaded to Salesforce. Choose a category (2), such as Owned by Me, and select a file from the results on the right. Select files that are connected to Salesforce through a connected source (3), like Quip, Google Drive™, and SharePoint™.

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How do I ask a question in Salesforce?

Ask ButtonSelect the Ask Button component on the page you're configuring.In the property editor, configure properties for the component: Property. Details. Button Label. Enter the text to show on the Ask button. The default is Ask a Question . Allow members to add topics.

How do I enable a question object in Salesforce?

Click on Edit and Select Enable Question-to-Case in Communities to enable it for all Communities and Select Enable Question-to-Case to enable inside the Salesforce Organization.

How is the best answer selected for a question in the Trailblazer community?

The best answer is chosen for a question in Trailblazer Community based on the upvotes. When someone upvotes your answer, you get more points. The more points you have, the more likely your answer is to be chosen as the best one.

What is a salesforce community?

What are Salesforce Communities? Salesforce is a San Francisco based company that provides customer-relation management (CRM) software solutions. Above all, Salesforce communities are brand spaces that work to facilitate collaboration and connection for employees, business partners, and customers.

How do I enable questions in case?

From Setup, enter Support Settings in the Quick Find box, then select Support Settings.To enable Question-to-Case in all Experience Cloud sites where you have enabled Chatter Questions, select Enable Question-to-Case in Experience Cloud Sites.More items...

What is question-to-case in Salesforce?

Question-to-Case lets moderators create cases from questions in Chatter, which makes it easier to track and resolve your customers' issues. Question-to-Case is available in your Salesforce org and Salesforce mobile web, as well as in Experience Cloud sites where Chatter Questions is enabled.

What is the difference between Trailhead and trailblazer?

Trailblazers transform their careers They use Trailhead, Salesforce's free online learning platform. With Trailhead, Trailblazers can learn the skills they need to succeed in the Fourth Industrial Revolution. Trailhead is free and includes not only technology skills, but business skills, too.

Is Trailblazer good for Salesforce?

Trailblazers are truly the heart and soul of Salesforce. Everyone who wants to innovate and deliver success with Salesforce can be a Trailblazer. Salesforce's technology helps companies of all sizes deliver customer and employee success from anywhere.

What is Salesforce MVP Mcq?

A Salesforce MVP is someone who is constantly looking for ways to innovate – someone who pushes forward where there is no path, leaving a trail for others to follow.

What can you do with Salesforce communities?

Salesforce customer communities are essentially support and self-service portals that allow customers to:Ask questions of customers and staff.Participate in discussions with other customers.Review other questions and discussions.Review published documentation.Find answers to questions through articles.Review FAQs.

How do I publish a community in Salesforce?

You can publish your entire site or just specific items.Click Publish Changes....To publish: All recent changes, ensure Site-wide changes is selected. ... Click Next and then review the list of items to be published.Click Next and then add a publishing note, if required. ... Click Publish.

What are different types of communities in Salesforce?

An organization can build a community to meet any number of needs, but there are three main community types in Salesforce:Customer communities.Employee communities.Partner communities.

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.

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).

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 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.

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.

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