To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name. Click the Reports tab.
- From Setup, enter Report Types in the Quick Find box, then select Report Types.
- Click New Custom Report Type.
- Select Cases as the Primary object.
- Enter a Label, Name, Description, and Category, then click Next.
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
What kind of reports do I get with chatter?
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
Can you run a report on chatter in Salesforce?
Important These dashboard and reports are only available in the package with Chatter. Warning If you customize these Chatter reports and remove the Networks filter, they will report on Chatter usage across your entire Salesforce org, including usage from your internal org and your communities.
How do I get Chatter data in Salesforce?
A.) Enable the “Manage Chatter Messages” and “API Enabled” on a profile....Chatter Conversation can be retrieved via Data LoaderClick Export.Login to Data Loader.Click Show all Salesforce Objects.Click Chatter Message.Choose the location for extracted . CSV file.Click Next.Choose all the Query Fields.Click Finish.
How do I run a report on Salesforce?
To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name. Click the Reports tab. If you're already viewing a report, click Run Report to run it.
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.“Like” and reply to posts/comments.More items...•
How do I export chatter data from Salesforce?
Export data in Chatter FeedLaunch Data Loader and click Export.On the list of objects, click on the checkbox to "Show All Salesforce objects."Select the Feed Item on the list. ... Click on Browse to select the location where the exported file will be saved and provide a suitable name for your exported file with a ".More items...
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 you run a report?
Navigate to the folder that contains the report you want to run. Click the name of the report to run the report. If the Wait Page appears as your report is executing, you can click Add to my History List to automatically save a copy of the report in your History List when the report is finished executing.
How do I run a report in Salesforce lightning?
From the reports tab, click New Report.Choose a report type, then click Continue. ... The report opens in edit mode, and shows a preview. ... To add a column to your report, ... To summarize a column in your report, ... To group records in your report, ... To filter records from your report, click.More items...
How do I create a summary report in Salesforce?
How to Create a Summary Report in SalesforceCustomize any tabular report to make it into a summary report.Click the arrow to the right of the column you want to group by.Select Group by this Field. Salesforce groups the records in the report.Repeat Steps 1-3 to group by additional fields, if desired.
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.
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.
What is a stream in Salesforce Chatter?
Chatter streams are custom feeds that you create by combining multiple related feeds into one feed. Look for streams on your Chatter home page. Create up to 100 streams that each combine posts from up to 25 different feeds and feed types.
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.
Friday, April 26, 2013
For organisation using Chatter, you may need and interested to know how Chatter usage in your company.
Chatter Usage and Activity Report
For organisation using Chatter, you may need and interested to know how Chatter usage in your company.
What is chatter in Salesforce?
Chatter is an enterprise collaboration platform that helps businesses drive productivity, accelerate innovation, share knowledge, and take action anywhere. This easy-to-use Salesforce offering works like a social media platform just for you and your coworkers.
What is chatter in contact center?
Chatter enables new ways for collaboration to happen in the contact center. To give you an idea of how it can work in the real world, here are some common use cases.
How often does Salesforce update trend stats?
Salesforce updates trend stats approximately every 4 hours so you can be sure trending topics really are hot. You can use hashtags to help sort posts into topic categories. Just remember that a tag must be used at least three times within the 4-hour period to qualify as a trending topic.
How to use hashtags in chatter?
Using hashtags in Chatter is easy. To add a hashtag, type # followed by any text. As you type, you can pick a hashtag from the list of suggestions, or press Enter at any time to add a new topic that can be up to three words. Add hashtag topics to posts and comments to organize them or to increase their visibility.
What is chatter in Salesforce?
Chatter is the river of your Salesforce organization ( org). So, when you have something to say, #TakeItToChatter—the best platform for collaboration anywhere. Discuss business with colleagues, experts, and customers; preserve those discussions; and revisit them whenever you like. Stay focused on the things you want to get done.
What is global search in chatter?
Global search (1) searches the entire org and returns only the results that you can access. With global search, you can limit your search to the type of object that you want to find.
How to put social media in social network?
To put the social in social network, start out by making it easier for people to get to know you. Upload a profile picture, and fill out your profile details. Upload a profile picture of yourself. Enter your details, including: First Name, Last Name, Title, Email, and Cell.
What is Salesforce chatter?
It is the ultimate collaboration software solution that connects people and information at the speed of social.
How to change chatter notifications?
To change Chatter email notifications, navigate to Setup > Personal Setup > My Chatter Settings > Chatter Email Settings. Control the frequency of notifications for your private and public groups on that page.
Why are chatter groups important?
Chatter groups reduce email, make collaboration and project management easier, and are a great way to keep up with your team. Here are some groups that have been successful at other companies.
