Start by clicking the Chatter tab in the opportunity record’s activity panel, then clicking into the text box (it should say, “Share an update…”) under Post. To make sure a specific person is alerted about a post, start by typing @ and then begin typing their name.
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.
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.
Can you report on chatter activity in Salesforce?
Important These dashboard and reports are only available in the package with Chatter. Warning If you customize these Chatter reports and remove the Networks filter, they will report on Chatter usage across your entire Salesforce org, including usage from your internal org and your communities.
Can you run reports on Chatter?
You can monitor Record feed engagement on Standard and Custom Objects by creating a Custom Report Type with the object's feed as the secondary object.
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 turn on Chatter feed tracking?
Enable Feed Tracking For ChatterIn Setup, enter Feed Tracking in the Quick Find box.Select Feed Tracking under Chatter in Feature Settings.Select Sales Agreement from the list of objects in the side panel.Select the check box Enable Feed Tracking and click Save.More items...
How do I get Chatter data in Salesforce?
A.) Enable the “Manage Chatter Messages” and “API Enabled” on a profile....Chatter Conversation can be retrieved via Data LoaderClick Export.Login to Data Loader.Click Show all Salesforce Objects.Click Chatter Message.Choose the location for extracted . CSV file.Click Next.Choose all the Query Fields.Click Finish.
How do I add Chatter to dashboard in Salesforce?
Navigate to Setup | Feature Settings | Chatter | Feed Tracking. Look for Dashboard and tick Enable Feed Tracking; select all fields here for tracking. Click on the Save button.
How do I use Chatter group in Salesforce?
First, create the All Sales Chatter group.Click 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.
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 create a Chatter notification 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.
What is Chatter feed tracking?
Chatter allows you to set Feed Tracking settings for objects you're following on Chatter. Feed Tracking allows you to get real-time notifications about changes to particular objects in the interface. You may do Feed tracking by following this path: Setup > Customize > Chatter > Feed Tracking.
What is the difference between feed tracking and history tracking?
Feed Tracking It won't show modified values and old values for Multi-Picklist and Long Textarea fields. History tracking shows the following: Prior value - old value. Current value - value.
How do I track field history in Salesforce?
From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. ... Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. ... Choose the fields you want tracked.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.
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.
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.