Slaesforce FAQ

how to use chatter in salesforce to follow user activities

by Mr. Stanford Fritsch Published 3 years ago Updated 2 years ago
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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).

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 you follow people on Chatter?

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.

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...•

Can you add Chatter to tasks?

Automatically Generate a Feed Item in Chatter Whenever a Task Related to a Record is Created. Navigate Setup > Customize > Chatter > Settings. Go to Edit. Under Tasks in Feeds, choose Generate Feed Items for New Tasks.

Can you add chatter to a task in Salesforce?

To turn the feature on enable the "Allow Task Entry in Feeds" preference in Chatter Settings. (Setup --> Customize --> Chatter --> Chatter Settings --> "Tasks in Feeds" section.) Once enabled, your users will be able to create tasks directly from Chatter.

What does follow on Salesforce mean?

Description. 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 do I enable chatter for community users?

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

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 enable feed tracking in Salesforce?

Enable and Customize Feed TrackingFrom Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.From the list of objects, select Contact (1).Select Enable Feed Tracking (2).Select up to 20 fields (3).Click Save.

What is feed tracking in Salesforce?

Feed tracking detects changes to tracked record fields and posts them as updates in the What I Follow feed. Users who follow a record, see those updates in their view of What I Follow, with one exception. Updates users make themselves aren't posted to What I Follow. Users can see those updates in their profile feeds.

How do I enable chatter on an object?

Enable Chatter feed tracking on the Review object.From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.In the list of available objects, click Review.Select Enable Feed Tracking.Select these fields: Core Competencies. Experience. Interviewer. Job Application. Leadership Skills. ... Click Save.

How do I post to a chatter in Salesforce?

Reference to the user, Chatter group, or record whose feed you want to post to.To post to a user's feed, enter the user's ID or username. For example: [email protected] post to a Chatter group, enter the group's name or ID. For example: Entire Organization.To post to a record, enter the record's ID.

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.

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.

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.

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 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 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.

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.

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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