Slaesforce FAQ

how to privately post to user salesforce chatter

by Sim King Published 2 years ago Updated 2 years ago
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Share a Chatter Post to Your Profile.

  • In Chatter, go to the post you want to share.
  • Click Share.
  • From the dropdown list, select My Followers.
  • Optionally, write a comment about the post.
  • Click Share. The shared post appears in the Chatter feed on your profile.

Full Answer

How do I post in Salesforce Chatter?

1 To post to a user’s feed, enter the user’s ID or Username. For example: [email protected] 2 To post to a Chatter group, enter the group’s Name or ID. For example: Entire Organization 3 To post to a record, enter the record’s ID. For example: 001D000000JWBDx

What is Salesforce Chatter permission?

Available in: Enterprise, Performance, and Unlimited Editions When Salesforce turns on Chatter profile-based rollout for your organization, it adds the Enable Chatter permission to your existing user profiles and permissions sets. Enable Chatter is automatically enabled for all standard profiles.

How do I use post to chatter?

Use a Post to Chatter action to post a message at run time to a specified feed. Post to Chatter supports @mentions and topics, but only text posts are supported. This object is available in API version 32.0 and later. Optional. Specifies the ID of an Experience Cloud site to post to.

What is Salesforce Chatter and who is she she?

She is a 6 x certified Salesforce MVP, a regular speaker at Salesforce events, and leads the Bristol Salesforce Admin group. Salesforce Chatter is a collaboration tool built into the Salesforce user interface.

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Who can see Chatter posts?

Anyone except customers can see your posts on your profile, and the people who follow you can see your posts in their Chatter feed. However, if you change a record, only the people who have permission to see the record can see the record update in a feed.

How do I hide the Chatter feed in Salesforce?

How do you hide Chatter Feed in Lightning? click on the Gear Icon on the top right and select edit page. Then click on the (1) chatter in the middle of the page and (2)delete it from the right section. once done save .

How do I post in chatter?

0:041:11Let's learn to Post Something to Chatter @salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipLet's learn to post something to chatter click on chatter click on post.MoreLet's learn to post something to chatter click on chatter click on post.

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 should a Chatter user send a message to another chatter user that Cannot be viewed?

How should a Chatter user send a message to another Chatter user that cannot be viewed by someone else? Only group members can post to this group.

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 add a post to Chatter in Salesforce?

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 enable post in Chatter in Salesforce?

Enable feed post editing for custom ProfilesNavigate to. Classic: Setup | Manage Users | Profiles. ... Click on the custom Profile for which you want to enable feed post editing.In the 'System Permissions' section, click Edit.Select the edit feed post permissions that you want to enable. ... Click 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.

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.

How do I share a chatter in Salesforce?

The email notification setting applies only to posts shared in Salesforce Classic.In Chatter, go to the post you want to share.Click Share.From the dropdown list, select My Followers.Optionally, write a comment about the post.Click Share.

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.

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