Go to Setup > App Setup > Customize > Tags >Tag Settings. On this page you’ll have the ability to enable Personal Tags (private to each User) and Public Tags (searchable by all Users). When you enable Tags you can pick which Page Layouts you want Tags to be available.
How to set up tags in Salesforce?
Tags in Salesforce. 1. First, you need to go to Setup option, App Setup, Customizes, Tag, and Tag Settings. This option allows you to change some settings for your tags. 2. Once you enable these Tags, you can also manage the Page Layouts that you want. This setting allows you to setup your Tags on ...
How many tags can be used in Salesforce campaigns?
Using Tags in Views, Reports and Campaigns has been submitted as a feature requests on Salesforce Ideas – vote them up (links below)! Yes, there are limits to Tags. Each User can have up to 500 Personal Tags, and those 500 Tags can be used across no more than 5,000 records.
When is the case comment record visible in Salesforce1?
The Case Comment record is visible instantly. And this works nicely with Salesforce1. With that said, let’s jump right in! Inputs for Case Comment received ( Action)
What is the difference between hashtags and tags in Salesforce?
Hashtags can work similarly as Tags. However, these Hashtags may have some additional features and functions. They believe that Hashtags should be used to create report in any Salesforce platforms. This is really a big advantage that is offered by this system.
How would you tag users in Chatter post in Salesforce?
When you're configuring the Post to Chatter action:In the Message field, enter @[] .Place your cursor between the square brackets.Click Merge Field, navigate to the user who you want to mention, select the corresponding ID field, and click Choose. ... Save the action.
What is @mention in Salesforce?
@mention is a tag used to call attention of an individual or a group you want to directly contact on Salesforce Chatter. This feature tags your chosen individuals whenever you make a post with their name on the mention. @mentions are able to tag both individual Chatter users, as well as group users.
How do I chatter someone in Salesforce?
4:4322:40Chatter Overview And Demo | Chatter In Salesforce | Simplilearn - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you can get this as well from your home page so if you click on the Home tab you can see if yourMoreAnd you can get this as well from your home page so if you click on the Home tab you can see if your chatter feed is open you can see the chatter feed.
What does it mean to follow someone on Salesforce?
Follow people and records to see their updates in your feed. When you follow people, you can see their posts, comments, and likes on the feeds that you also have access to. If a person you follow posts to a group you don't have access to, you can't see that post.
When you mention someone in a group they don't have access to the mentioned person salesforce?
In that post, you @mention someone who doesn't have access to that record or isn't a member of the group. In this case, the @mention appears as a gray link. The mentioned person can't see your post and doesn't get notified about the post. But the mention does become a link to the mentioned person's profile page.
How do I automate a 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.
What is the chatter feature in Salesforce?
Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information. Chatter connects, engages, and motivates users to work efficiently across the organization, regardless of role or location.
How do you use Chatter in Salesforce lightning?
0:000:35How to access Chatter in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo access chatter in your Salesforce. Simply click on the chatter tab that you'll find along withMoreTo access chatter in your Salesforce. Simply click on the chatter tab that you'll find along with the other tabs in your Salesforce. Such as the opportunity tab or the contacts tab.
What is Chatter feed Salesforce?
Salesforce Chatter Feed is an interface wherein you and other Chatter users in your org can view profiles, updates, status messages, topic detail pages, on record detail pages, objects, and groups. Posts of people you follow on Chatter, as well as your own posts, can be seen on your Chatter feed.
What happens when you follow an account in Salesforce?
When you follow a record (e.g. an account) in Salesforce, your chatter feed will include the following: Certain field changes (the administrator can select up to 20 fields on an object to be included in the feed tracking when they are changed) Posts and comments made on the record.
What does it mean when someone follows you on chatter in Salesforce?
In Chatter when you 'Follow' someone, you are notified via email or in your Chatter feed of their real-time actions like commenting or liking posts. However, Chatter lets you follow more than just people by enabling Feed Tracking.
How do I follow records in Salesforce?
Follow a Salesforce RecordFind and open the record you want to follow. If Chatter is available for the record, you'll see a Show Feed icon near the top of the record.Click Show Feed to display the record's Chatter feed.Click Follow.