Slaesforce FAQ

how to use chatter in salesforce to follow other users

by Glen Pagac Published 2 years ago Updated 1 year ago
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How to follow people in chatter: Go People section, Select All People You can see all the users are showing in this and follow any user from following next to user’s name as shown in given screenshot:

Part of a video titled Chatter Overview And Demo | Chatter In Salesforce | Simplilearn
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And 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.

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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How do I follow someone in Chatter Salesforce?

Follow a PersonClick the Chatter tab.Click the People heading. A list of other Salesforce users appears.Click the Follow link for the person you want to follow.

How do I follow a user in Salesforce?

Click the button to see options for following the person or record and for adding it to a new or existing stream. To follow the person or record from the menu, click What I Follow. Note You can find streams in Lightning Experience on the Chatter home page.

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.“Like” and reply to posts/comments.More items...•

How do I enable chatter for community users?

To Enable chatter on your communityGo to setup.search chatter.check on Enable.

What do I follow my Chatter feed?

We changed the way Chatter selects posts for your news feed, 'What I Follow'. Previously, if you followed a person in Chatter, everything that other people posted to that person's profile showed up in your news feed. With the new 'Follow' feature, you no longer see updates from people you don't follow.

What is the follow button in Salesforce?

The 'Follow' button lets users see activity such as field changes, posts, tasks, and comments on records directly in their Chatter feed. To display it on record pages or list views (available in Salesforce Classic), enable Feed Tracking for the desired object.

How should a Chatter user send a message to another chatter user that Cannot be viewed?

How should a Chatter user send a message to another Chatter user that cannot be viewed by anyone else? 1 Use @ mention to include the recipient within the message.

How do I send a private message on Chatter?

Open a person's profile by clicking their name anywhere in Chatter, and then click Send a message. Click Send a message on a person's hover. When viewing the full message history of a conversation, use the text box under the most recent message to send a reply.

What is a stream in Salesforce Chatter?

Chatter streams are custom feeds that you create by combining multiple related feeds into one feed. Look for streams on your Chatter home page. Create up to 100 streams that each combine posts from up to 25 different feeds and feed types.

Can we use chatter on community?

To get access to Chatter, Files and Content in Communities, the Community members should have access to Questions, Knowledge, Data Categories and also have the User permission “Salesforce CRM Content” checked on their User detail page and should also be a member of those relevant libraries.

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 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?

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.

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.

How to view chatter on NMH?

To view the Chatter app, open the App Launcher () in the top left corner. Then search for and select Chatter. The Chatter app is where Michael Aviran, an NMH Communications intern, likes to start his day. In the feed, the main section of the Chatter page, Michael sees that Cristina tagged the communications committee.

Can you make a chatter group public?

With Chatter you can make groups either public or private, and internal or external, to include board members, volunteers, or other key supporters who don’t have standard Salesforce licenses. With a Chatter Free license, they can post updates to the group, follow people, and share files within a secure group.

Can you alert staff members to read a new file you’ve uploaded?

You can also alert a group of staff members to read a new file you’ve uploaded. You can even collaborate with external supporters like board members and volunteers by giving them a special, free license to use Chatter only.

Does Salesforce help organizations?

As you can see from the NMH examples, Salesforce can help an organization do a lot. It’s up to your team to decide how best to use it and get all you can out of the platform.

What is chatter in a job?

Chatter allows you to communicate and collaborate with your colleagues without missing a beat. Post updates to your personal feed, or that of a record or file. Follow important people, records, and files to ensure you know when they’re updated. Get notifications when your name is mentioned.

How to share a file in Essentials?

In the Files Object, select the dropdown arrow. Then click Share in the dropdown. Then add the person you want to share the file with and click Done . Sharing means caring when it comes to your business, and Essentials helps you connect with your colleagues and customers seamlessly.

Is Salesforce a public group?

Salesforce provides groups different purposes and audiences. Public groups are visible and open to all employees. Anyone in the company can join a public group, and post, comment, and add files to it. Private groups are open only to group members. People must request to join a private group.

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.

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.

What are some examples of functional teams?

Examples of functional teams include product-related groups in research and development or sales and marketing, an internal training team, human resources, and facilities.

Is Salesforce a public group?

Salesforce provides various group types for different purposes and audiences. Public groups are visible and open to all employees. Anyone in the company can join a public group and post, comment, and add files to it. Private groups are open only to group members. People must request to join a private group.

Invite Unlicensed Co-Workers to Chatter

If enabled by your administrator, you can invite people to use Chatter who also work for your company but don't have Salesforce licenses. Invited users can view profiles, post on their feed, and join groups, but they can't see your Salesforce data or records.

Invite Unlicensed Co-Workers to a Public Chatter Group

You can also invite coworkers to join a public group, even if they don't use Chatter yet. Owners and managers of private groups can send invitations. If customer invitations are enabled, owners and managers can also invite customers. When someone accepts an invitation to join the group, they join Chatter as well.

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