How to Post on Chatter, Salesforce Collaboration Tool.
- Within the Opportunity object, go to the Chatter tab.
- Select Poll, Post, or Question.
- Enter the content you want to post. If you’re posting to chatter using the Post option, you can mention users using @ and attach records with /.
- Select Share to post.
- To post to a user's feed, enter the user's ID or username. For example: [email protected].
- To post to a Chatter group, enter the group's name or ID. For example: Entire Organization.
- To post to a record, enter the record's ID.
What is the use of chatter in Salesforce?
Who Sees What?
- Who is the audience? The target audience determines where to post an item.
- What is the relevance for followers?
- How can users engage people who may not otherwise see the post? For example, users can add topics via #hashtags, or @mention someone in a comment.
How to view chatter in Salesforce?
Important
- Open your profile page in the Trailhead Playground by clicking the View profile icon and then clicking your name. ...
- Click the camera icon on the default profile image, and follow the instructions to upload your profile picture.
- Click the Edit About Me (pencil) icon, and create an About Me statement. ...
- On your profile page, click Edit.
How does Salesforce use chatter?
- New: How does MFA work in sandbox environments?
- New: Does restricting logins to trusted IP addresses meet the MFA requirement?
- Updated: Which user, login, and environment types require MFA? ---> added Data Loader details.
- Updated : Added a note about B2C Commerce Cloud requiring a secured device to use Salesforce Authenticator.
How do I enable chatter feed in Salesforce?
Salesforce: How to Configure Your Chatter Feeds Choose Setup→Customize→Chatter→Feed Tracking. Click the name of an object in the Object list on the left side. Select the Enable Feed Tracking check box. Select each check box for the fields that you want to track with Chatter. Repeat for other objects and then click Save.
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 post to a chatter group?
In Lightning Experience, the person who posted the original isn't notified.In your Chatter feed, go to the post you want to share.Click Share.From the Share menu, select A Group. ... Enter part of the group name and select the group from the list.Type a comment about the post or leave the comment field blank.More items...
How do you create a Chatter post?
Create a Chatter Post TemplateFrom Setup, enter Post Templates in the Quick Find box, then select Post Templates.Click New Template.Select the object for your template.Click Next.Give the template a name and description.If you want this template to be the default for the associated object, select Default.More items...
How do I post in Salesforce?
Required Editions. The publisher appears on your Home tab, Chatter tab, user profile page, and group and record detail pages. Use the publisher to write a post, comment on a post, attach a file or link to your post, add a poll, or ask a question. Posts and comments can be up to 10,000 characters long.
How do I use Chatter group in Salesforce?
First, create the All Sales Chatter group.Click 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 you add people to a chatter group in Salesforce?
In Salesforce, navigate to the Chatter Group and click Add/Remove Members and search for Users or select to view 'Everyone' and click the Add button for each User.
How do I create an auto Chatter post in Salesforce?
The feed item will appear as if the user who started the process—by creating or editing a record—created the post.Post to a User's Chatter Feed from a Process. ... Post to a Chatter Group from a Process. ... Post to a Record's Chatter Feed from a Process. ... Mention a User or Group in a “Post to Chatter” Process Action.
How do I automate a Chatter post in Salesforce?
How to Set Up Chatter AutomationFrom Setup, type Process Builder and click New.Enter a name and description for your process.Select the trigger for your process. ... Click Add Object and select the object you want with the trigger. ... Click Add Criteria to create the if/then condition.More items...•
Can Process Builder Post to chatter?
Process Builder's Post to Chatter Start by clicking the Add Action. Select the Action Type called Post to Chatter. Complete the Action Name. Leave the default setting for Post To This Record.
Is chatter an object in Salesforce?
Salesforce Chatter objects Feed post : It signifies the changes in contact feed, text posts, link posts and content post.
What is polling in Salesforce?
Polling means actively sampling the status of a service by a client program as a synchronous activity. Polling is most often used in terms of getting actual state. Applications typically poll for changed data periodically.
How do I add a group in Salesforce?
To create or edit a group:Click the control that matches the type of group: For personal groups, go to your personal settings in Salesforce Classic and click My Personal Information or Personal—whichever one appears. ... Click New, or click Edit next to the group you want to edit.Enter this information: ... Save your changes.
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.
