Slaesforce FAQ

how to report on case chatter activity in salesforce

by Henriette Bechtelar Sr. Published 2 years ago Updated 2 years ago
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Create field update on the Case Comment object that set the value to "NOW ()" Basically, whenever a case comment is added - this workflow will trigger and set the Case field "Last Case Comment Date/Time" to the current time. You can now follow this field in your Chatter configuration and get alerts whenever a comment is added!

Report on Chatter Feed Activity for Standard and Custom Objects
  1. From Setup, enter Report Types in the Quick Find box, then select Report Types.
  2. Click New Custom Report Type.
  3. Select Cases as the Primary object.
  4. Enter a Label, Name, Description, and Category, then click Next.

Full Answer

What can you do with Salesforce Chatter?

Here are the main things you can do with Salesforce Chatter: Post updates or comments in Groups or on a record. Share files and links. Post polls. Create draft posts to share later. View Chatter Feeds for past activity relating to a specific record, or across your organization.

How do I create custom reports in Salesforce Chatter?

Create customized reports using existing groupings such as department, country, role, or profile You can install the Salesforce Chatter Dashboards from AppExchange. Tip For installation instructions, detailed information about the reports, and upgrade instructions, see Get Started with Chatter Dashboards.

What is the chatter dashboards package for Salesforce classic?

The Chatter Dashboards package for Salesforce Classic packs a punch! You get multiple dashboards, over 100 reports, and even custom report types. Use the dashboards to monitor and manage Chatter adoption and engagement in your organization. View overall Chatter adoption with detailed metrics and monthly trends

How do I report on Chatter usage in an Experience Cloud site?

If your organization is using an Experience Cloud site, we recommend that you install the Salesforce Communities Management (for Communities with Chatter) package instead. This package allows you to report on Chatter usage in your internal organization and Chatter usage in your site.

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Can you report on chatter activity in Salesforce?

The Chatter Dashboards package for Salesforce Classic packs a punch! You get multiple dashboards, over 100 reports, and even custom report types. Use the dashboards to monitor and manage Chatter adoption and engagement in your organization.

Can I report on Chatter posts?

1:464:02How to Create Chatter Feed for Objects Report - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo we'll choose account feed. Now we could stop here and this would give us a report of all theMoreSo we'll choose account feed. Now we could stop here and this would give us a report of all the chatter posts that are occurring on our account records. But what about if people were making comments

How do I see Chatter in Salesforce?

In Salesforce Classic, you typically access Chatter features from the sidebar on the Chatter tab. In Lightning Experience, access Chatter, colleagues' profiles (People), and groups from the App Launcher. You can also get to these places from a tab or the overflow menu, depending on what's showing.

What is the difference between Chatter and Chatter feed in Salesforce?

Chatter feeds show you posts and comments you and other people make, as well as record updates across your Salesforce organization. Chatter Answers is a self-service and support community where users can post questions and receive answers and comments from other users or your support agents.

How do I report a topic in Salesforce?

To add topics into a record object:Do not need to start with #, just type the topic and hit enter when done.Need to type in the Topics component in lightning, see post below for Topics component.You need to have edit permission on the record to be able to add topics to that record.More items...•

How do I add Chatter to dashboard in Salesforce?

Navigate to Setup | Feature Settings | Chatter | Feed Tracking. Look for Dashboard and tick Enable Feed Tracking; select all fields here for tracking. Click on the Save button.

How do I display Chatter feed record?

View the Chatter feed associated with a record you follow to see updates about the record. Record feeds allow you to track information for records you have access to. On the record detail page, click Show Feed to display the record feed above the account details.

Where can you view a chatter group engagement analytics?

In Salesforce, click the Groups tab. If you don't see it, open the App Launcher, search for Groups, and click your result.

Where is the chatter function 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 track chatter?

0:001:30Enable Feed Tracking to Follow Changes on a Record | SalesforceYouTubeStart of suggested clipEnd of suggested clipFor example if you'd like to track changes made in actual cost and campaign.MoreFor example if you'd like to track changes made in actual cost and campaign.

Can Chatter Free users see reports?

Chatter only users have access to reports and dashboards but cannot use global search to find them.

Who feeds you can see on Chatter?

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.

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