- 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™.
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 community answers Salesforce?
Chatter Answers is a self-service support community where users can post questions and receive answers and comments from other users or your support agents. Note: Chatter Answers will no longer be supported in all Salesforce orgs as of Spring '18 release.
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 are Chatter posts?
Sharing lets you quickly copy a public post to your profile or a group. This feature is available in Salesforce Classic and Lightning Experience.
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.
Is Trailblazer part of Salesforce?
This growth is powered by Trailblazers — the learners and innovators who use Salesforce to build successful careers, companies, and communities around the world.
How do I enable answer community in Salesforce?
Enable Chatter Answers in Your CommunityFrom Setup, enter Profiles in the Quick Find box, then select Profiles.Click Edit for the profile that you want to make the Q&A tab visible for.Under Standard Tab Settings, set the Q&A tab to Default On.Click Save.
Is Chatter available in community?
To get access to Chatter, Files and Content in Communities, the Community members should have access to Questions, Knowledge, Data Categories and also have the User permission “Salesforce CRM Content” checked on their User detail page and should also be a member of those relevant libraries.
What is chatter questions in Salesforce?
Chatter Questions helps you promote engagement by giving users the ability to ask and answer questions in their Chatter feed, in groups, and in records. Members in your users' groups and Experience Cloud sites can answer questions in Chatter just as they would comment on a Chatter post.
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.
