Get Started with Chatter
- Learning Objectives. Switch between Salesforce Classic and Lightning Experience. Find and use in-app notifications. ...
- Home, Switcher, and Bell. Talking in a business is like water in a river. ...
- Meet the Chatter Page. Chatter has its own page, and here’s a picture of it. ...
- Set Up Your Chatter Profile. Use your profile to make your Chatter debut. ...
- Resources
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.
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.
What is the purpose of Salesforce Chatter?
Salesforce Chatter is a free social collaboration tool similar to Facebook and Twitter, but for organizations on the Salesforce.com platform. Chatter allows users to collaborate securely at work to establish networks, share files and status updates.
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?
Step 1: Go to Setup > Customize > Chatter > Chatter Settings. Step 2: Click on Edit button. Step 3: Click Enable checkbox, and change the settings according to your need and 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.
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.
What is chatter group in Salesforce?
Chatter is a great collaboration tool for your users. Through the use of Chatter groups, users can communicate and share. Chatter groups are classified as either public or private. Public means anyone can see and add posts, comments, and files. Anyone can join a public group.
What is Salesforce chatter?
What is Salesforce chatter? Chatter in salesforce allows you to collaborate the people with each other in your organization. You can connect with your coworkers and you can share information securely in real time. You can create groups like Facebook groups such public groups and private groups and you can invite your coworkers to join those groups by using salesforce chatter. And also you share your comments, add images and you can like others comments/posts.
What happens when you enable chatter?
Once you enabled chatter, by default Global header will be enabled to your organization. And also by default you may fallow few users and records.
What is global header?
Global header will enable there you can search your sobject records, chatter feeds, Groups and users. – All users will automatically fallow when you enable this for organization with 15 or fewer users. – This functionality is automatically available for salesforce1 apps when you enable in your org.
Can you disable Salesforce chatter?
Salesforce Chatter:When you enable this functionality automatically this application permission will be enabled for all your profiles in slaesforce. If you don’t want to give this application permission to some profiles, you can disable this permission.
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.
Who Sees What?
In your Chatter organization, context is key. Encourage your users to always consider the context of a post.
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.
How to use chatter in Salesforce?
Use Chatter with Internal Groups 1 From the Chatter post, click into the Write a comment field under the existing post, then type @ and the name of a particular group. Salesforce suggests the group just like it suggests an individual user. 2 Click Save, and each member of the group will get an alert based on their notification preferences.
What is Salesforce chatter?
How can anyone at the organization keep up? Well, Salesforce Chatter helps them keep on top of the latest interactions or updates without missing a beat.
What happens when you click Share on Salesforce?
Once you click Share, everyone @mentioned will be alerted via email and Salesforce notifications to check out the post. In Sofia’s case, everyone has completely different interests regarding this single donor, but they are all in the know in one message right from where Sofia was already working.
How to add a group in Salesforce chatter?
From the Chatter post, click into the Write a comment field under the existing post, then type @ and the name of a particular group. Salesforce suggests the group just like it suggests an individual user.
How to make sure someone is alerted about a post?
To make sure a specific person is alerted about a post, start by typing @ and then begin typing their name. For example, Sofia starts typing @an and Salesforce automatically suggests Aniyah because she is a Salesforce user.
How to view chatter?
To view the Chatter app, open the App Launcher () in the top left corner. Then search for and select Chatter.
Who is the chatter app?
The Chatter app is where Michael Aviran, an NMH Communications intern, likes to start his day.
