Slaesforce FAQ

how to turn chatter on contact page salesforce

by Beatrice Thiel Published 2 years ago Updated 2 years ago
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Available in: Essentials, Group, Enterprise, Professional, Performance, Unlimited, Contact Manager, and Developer Editions Click your avatar at the top of the page, and select Settings. Enter Chatter in the Quick Find box, then select Chatter Email Settings or Email Notifications—whichever one appears.

Enable Chatter Feed Tracking
  1. From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.
  2. In the list of available objects, click Review.
  3. Select Enable Feed Tracking.
  4. Select these fields: Core Competencies. Experience. Interviewer. Job Application. Leadership Skills. Reason Recommended. ...
  5. Click Save.

Full Answer

How do I set up chatter in Salesforce?

Collaboration Resources for Admins Chatter Settings You are here: Salesforce Help Docs Set Up and Maintain Collaboration Tools Chatter Settings In Salesforce and the Salesforce mobile app, Chatter is enabled by default. Configure various Chatter features and customize the Chatter experience for your users on the Chatter Settings page in Setup.

How do I Change my chatter settings?

Click your avatar at the top of the page, and select Settings. Enter Chatter in the Quick Find box, then select Chatter Email Settings or Email Notifications—whichever one appears.

How do I set up chatter email notifications?

Available in: Essentials, Group, Enterprise, Professional , Performance, Unlimited, Contact Manager, and Developer Editions Click your avatar at the top of the page, and select Settings. Enter Chatter in the Quick Find box, then select Chatter Email Settings or Email Notifications—whichever one appears.

How do I use the chatter app?

If you don’t see the Chatter page, go to the App Launcher (), search for and select Chatter. Click that Chatter tab, and look at the left side of the page. Right from the start, you can access different views of your Chatter feeds. What I Follow combines all the feeds from all the people and things that you follow (you can follow up to 500 things).

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How do I turn on Chatter in Salesforce?

To enable Chatter in Salesforce:Navigate to Setup > App Setup > Customize > Chatter > Settings.On the Chatter Settings page, click Edit.Select the Enable Chatter Settings option, then click Save.

How do I enable chatter for page layout?

Go to object manager, find your custom object, create a new lightning page layout. Add thte chatter component to where you would like it to appear on the page. Activate the page and assign it either as org default or to a specific profile/record type/app and you should be good to go.

How do I turn on Chatter notifications in Salesforce?

Salesforce Chatter NotificationsLogin to Salesforce.Navigate to the Chatter tab.Select the group with whom you want to recieve Chatter Notifications for, listed on the left* ... In the top right, next to Manage Notifications, select your notifcation frequency in the dropdown.

How do I enable chatter in a custom object?

How to enable chatter for Custom objectNow we are going to enable chatter for a custom object called Expense.Step 1: Go to Setup, search Feed Tracking in Quick find box. ... Step 2: In the available object list click on Expense.Step 3: Check Enable Feed Tracking check box.Step 4: Select which field we need to track.More items...•

Why is chatter not available on lightning?

Users may want to add Chatter components (such as Chatter Publisher, Chatter Feed, and Chatter) on a record by going to the gear icon and clicking 'Edit Page. ' However, they are unable to find these components. To resolve this, Feed Tracking must be enabled on the object.

How do I enable case feed in Salesforce?

Enable Case Feed Actions and Feed ItemsFrom Setup, enter Support Settings in the Quick Find box, then select Support Settings.Click Edit.Select Enable Case Feed Actions and Feed Items .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 set up chatter notifications?

Set your preferences for when to be notified via email about Chatter activity....From the menu under your name, click Setup or My Settings.Click Chatter.Click Email Notifications.Select your preferences.Save your changes.

Where is 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.

How do I add chatter?

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 do I customize Chatter in Salesforce?

From Setup, enter Group Layouts in the Quick Find box, then select Group Layouts.Click Edit next to the group layout that you want to customize, or click New to create a layout.From the palette on the top of the page, drag fields, buttons, and other user interface elements. ... To save the layout, click Save.

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 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 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.

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.

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.

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