Slaesforce FAQ

how to use chatter salesforce

by Dr. Maiya Pouros MD Published 3 years ago Updated 2 years ago
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Using Chatter for Customer Service

  • Unite global support teams. An outsourced Tier-1 team member with a difficult case can pose questions to a Chatter skills group and quickly collaborate with a Tier-2 member at headquarters ...
  • Collaborate for customer success. ...
  • Get feedback to product development. ...
  • Keep track of customer support cases. ...
  • Escalate cases for immediate help. ...

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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Why chatter is used for 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 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 I set up Chatter in Salesforce lightning?

0:081:20How to Add Chatter to a Lightning Page in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo from here we'll click the gear icon. And then click edit page and then let's say we want to addMoreSo from here we'll click the gear icon. And then click edit page and then let's say we want to add shatter to this set of tabs. We'll click add tab. Select chatter hit done click on the tab.

What do I follow on Salesforce Chatter?

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. In Salesforce Classic, you can see the people and records that you follow and the people who are following you.

How do I create a Chatter group in Salesforce?

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.

How do I add Chatter to page layout?

Go to object manager, find your custom object, create a new lightning page layout. Add thte chatter component to where you would like it to appear on the page. Activate the page and assign it either as org default or to a specific profile/record type/app and you should be good to go.

How do you follow a record in chatter?

Find and open the record you want to follow. If Chatter is available for the record, you'll see a Show Feed icon near the top of the record. Click Show Feed to display the record's Chatter feed. Click Follow.

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.

Can visualforce be used in the Chatter feed?

Yes, adding these components to your visual force page will make it appear almost identical to the chatter feed you are used to seeing in Salesforce.

What is chatter in salesforce?

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. ...

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.

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.

Success starts here

Whether you’re looking for training or consulting services, Success Services is ready to help with the largest concentration of Salesforce innovators.

Connect on the Salesforce Success Community

Use the Chatter Community to learn about advanced features and capabilities.

Get the mobile app

Download the Salesforce mobile app and benefit from all the same features you have on your desktop’s browser version.

Get more out of Chatter with Community Cloud

Community Cloud transforms business with next-gen communities and portals to connect customers, partners, and employees with information and experts.

Enterprise Social Network from Salesforce

Salesforce Chatter allows the advantages of social networking to work for your business. It is the ultimate collaboration software solution that connects people and information at the speed of social. Productivity? Check. Innovation? Done. Knowledge-sharing? Got it.

Enterprise Social Network from Salesforce

Salesforce Chatter allows the advantages of social networking to work for your business. It is the ultimate collaboration software solution that connects people and information at the speed of social. Productivity? Check. Innovation? Done. Knowledge-sharing? Got it.

Drive productivity

Connect, engage, and motivate employees to work efficiently regardless of their role or location. Collaborate on sales opportunities, service cases, campaigns, and projects with embedded apps and custom actions.

Accelerate innovation

Provide a forum for anyone to share insights or propose new ideas. Connect product teams with direct feedback from customers on programs, products, and campaigns. Create and share polls instantly to gauge new ideas.

Share knowledge

Share knowledge, files, and data. Connect with experts from across your organization regardless of their role or location.

Take action anywhere

Track your team and critical projects in the mobile feed. Close cases, update opportunities, and find the latest presentations. Act on critical updates wherever you are to make the most of every moment.

Get more out of Chatter with Experience Cloud

Experience Cloud transforms business with next-gen communities and portals to connect customers, partners, and employees with information and experts.

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