Slaesforce FAQ

how to use chatter in salesforce classic

by Mr. Alek Schmeler DDS Published 2 years ago Updated 2 years ago
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Turn it on! Once your system admin turns on Chatter, go to the “Chatter” tab on the main Salesforce page. Navigate to the “People” tab to start inviting people to Chatter.

We enable them under Setup on the Chatter Settings page before we create our groups.
  1. From Setup, enter Chatter Settings in the Quick Find box.
  2. Click Chatter Settings then Edit.
  3. Select Allow Records in Groups (1) and Enable Unlisted Groups (2), then click Save.

Full Answer

What is the benefit of using Salesforce Chatter?

  • Salesforce Chatter can increase employee productivity by 33%.
  • Salesforce Chattercan increase sales productivity by 32%.
  • Real time information can be delivered to user’s E-mail.
  • We can share information, create groups, comment, like, tag and so on using Salesforce chatter.
  • It increases manager visibility.
  • Salesforce Chatter improves responsiveness.

More items...

How to find companies that use Salesforce?

Salesforce CRM Customers List. At eSalesData, you can find all the information that you’ll need to extend your marketing operations to Salesforce CRM user groups all over the world. eSalesData comprises of complete user information of major technology markets across the regions of The USA, North America, South America, UK, Europe, ASIA, New Zealand and Australia.

How to use custom setting in Salesforce?

Custom Settings Methods

  • Usage. Custom settings methods are all instance methods, that is, they are called by and operate on a specific instance of a custom setting.
  • Custom Setting Examples. The following example uses a list custom setting called Games. ...
  • Hierarchy Custom Setting Examples. ...
  • Country and State Code Custom Settings Example. ...

What is chatter feed in 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.

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Is Chatter available in Salesforce Classic?

In both Salesforce Classic and Lightning Experience, you can edit your personal Chatter settings through your personal Settings.

How do I use Chatter 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. There. About enabling chatter in Salesforce.

How do I set up Chatter in Salesforce?

To access the Chatter Settings page in Setup, enter Chatter in the Quick Find box and select Chatter Settings .To disable Chatter for your entire organization, deselect Enable in the Chatter Settings section.

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 create a Chatter group in Salesforce Classic?

Create Chatter Groups for All Sales and All SupportClick 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 chatter function 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 I set up chatter?

To access the Chatter Settings page in Setup, enter Chatter in the Quick Find box and select Chatter Settings .To disable Chatter for your entire organization, deselect Enable in the Chatter Settings section.

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 to my homepage in Salesforce?

To create a Chatter stream, provide a title and select the feed types and feeds that you want in your stream.Go to the Chatter home page, and click the. ... Enter a name for your stream.In the Records to Follow field, click the down arrow (2) and choose a type of feed you want to add to your stream.More items...

What is chatter in Salesforce?

Introduction to Chatter. 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.

What is chatter profile?

In Chatter, everyone has a profile page with a photo and work-related information. Easily discover which teams your coworkers are on, who their managers are, where they’re located, and how to contact them. One of the most useful communication tools in Chatter is following.

How to get email notifications in Salesforce?

To navigate to the Email Notifications page, users click the down arrow next to their name at the top of any Salesforce page and select My Settings. Under My Settings, they expand the Chatter node and click Email Notifications.

How to encourage your users to be selective about their personal email settings?

Encourage them to enable notifications that help them stay on top of important discussions without overwhelming them with too much email.

How many people do you follow on chatter?

When you turn on Chatter for your company, it sets up some “following” relationships automatically. For example, if your company has less than 16 Chatter users, all users automatically follow each other and up to 25 most recently used records. If your company has 16 users or more, they automatically follow up to 25 of their most recently used records. They also automatically follow up to 25 users in the company, including:

What is private chatter?

Private Chatter groups are a great way for product teams to collaborate and share confidential information. Private groups can also have external members. For example, create a private group to collaborate with customers or subject matter experts outside the company.

Can you unlist groups in Chatter?

Unlisted groups and group records are disabled by default. We enable them under Setup on the Chatter Settings page before we create our groups.

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