Slaesforce FAQ

how to send chatter notification in salesforce

by Miss Effie Sipes I Published 3 years ago Updated 2 years ago
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  • Email – set all the emails you want to receive in Chatter Email Settings in your Setup Menu in Salesforce.
  • The Chatter desktop app – download it onto your PC or mac. Go to settings to set notifications to Pop up, show focus on the app. ...
  • The Chatter iOS app or Android app. Set the app to provide sound or visual notifications. in Android you can have a sound, vibration and LED flash notification. ...

Salesforce Chatter Notifications
  1. Login to Salesforce.
  2. Navigate to the Chatter tab.
  3. Select the group with whom you want to recieve Chatter Notifications for, listed on the left* ...
  4. In the top right, next to Manage Notifications, select your notifcation frequency in the dropdown.
May 23, 2019

How do I get push notifications in Salesforce Chatter?

There are different forms of push notifications. Email – set all the emails you want to receive in Chatter Email Settings in your Setup Menu in Salesforce. The Chatter desktop app – download it onto your PC or mac. Go to settings to set notifications to Pop up, show focus on the app.

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 set up chatter email settings in Salesforce?

Email – set all the emails you want to receive in Chatter Email Settings in your Setup Menu in Salesforce. The Chatter desktop app – download it onto your PC or mac. Go to settings to set notifications to Pop up, show focus on the app. On a mac you can have the app bounce in the dock or come to the front.

How do I get notifications from chatter?

The Chatter iOS app or Android app. Set the app to provide sound or visual notifications. in Android you can have a sound, vibration and LED flash notification. In iOS you can have sound, badge, banner and alerts – via the notifications centre.

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How do I trigger chatter notifications in Salesforce?

Once you open the stream, click its Notifications button to open the Set Notifications dialog. Select a notifications option. Every Post to get an email and an in-app notification whenever a new post is added to the stream. Never to turn off notifications for this stream.

How do I customize Chatter email notifications in Salesforce?

Change Chatter Email NotificationsClick your profile name.Select My Settings.Click Chatter.Click Email Notifications.Specify when you want to be emailed.Click Save.

How do you send a message on Chatter?

Reference to the user, Chatter group, or record whose feed you want to post to.To post to a user's feed, enter the user's ID or username. For example: [email protected] 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.

How do I add a chatter email in Salesforce?

Enable 'Allow Posts via Email' on ChatterNavigate to Setup.On the Quick Find box, enter Email Settings.Click Email Settings on the results.Select Allow Emails to allow users to post to groups using email.Click Save.

How do I enable email chatter?

Step 1: Enable chatter email Select Allow Emails check box to enable email notification. ... If you want to allow users to reply to email notification about messages and comments via email instead of navigating to the comment or message in Chatter then select Allow Emails Replies .More items...•

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.

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 post to Chatter in process builder?

Enter a name for this action. This text appears on the canvas and helps you differentiate this action from others in your process. ... In the Post to field, select Chatter Group.For Group , search for the Chatter group whose feed you want to post to.Fill out the message that you want to post. ... Save the action.

Can workflow Post to chatter?

Workflow rules actually can't create chatter posts.

How do I send an email to a chatter group in Salesforce?

Use the email address associated with your Salesforce user account.To launch a blank email to the group using your local email client, go to the group detail page, and click Post by email below the group description.Enter your message in the email body, including attachments if needed, and send the email.

What happens when you follow a record in Salesforce?

When you follow a record, you are notified about activity on the record, provided feed-tracking is enabled on the record's type. Note If someone can see a record that you own, then they can follow that record. People can follow only the records that they can see. in front of it, you have more options.

How to get chatter notifications on PC?

The Chatter desktop app – download it onto your PC or mac. Go to settings to set notifications to Pop up, show focus on the app. On a mac you can have the app bounce in the dock or come to the front. You can’t have sound for chatter feed notifications, only chat notifications – confusing, isn’t it.

How to send a message on chatter?

To send a message, go to the chatter profile as the person and click Send a Message. Type the subject and the message and click Send. (or from your chatter page, click Messages, click New Message, type their name in the To box, type the message, click Send).

What is chatter app?

The Chatter iOS app or Android app. Set the app to provide sound or visual notifications. in Android you can have a sound, vibration and LED flash notification. In iOS you can have sound, badge, banner and alerts – via the notifications centre.

What is chat in chatter?

Chat is part of chatter but is different than chatter – chat is your regular one to one instant messaging kind of chat. To initiate a chat with someone, go to their chatter profile, if they are logged in at the moment, their chat icon will have a small green circle (presence indicator).

Where is the red chat bubble in Salesforce?

They will get a notification in the bottom right hand side of their salesforce window, showing a red chat bubble.

How are feeds seen?

Feeds are seen by “pulling” the information to you . There are a few types of feeds – Choose which feed you want to look at to see how much or how little you want:

Is chatter good for Salesforce?

Chatter is a great tool, and if you use Salesforce, you should be using it, and using it every day – many times a day. Chatter is great for “ working out loud ” and keeping others in your team up to date with what you are doing.

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.

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