Slaesforce FAQ

how to use salesforce chatter

by Dr. Fredy Schultz DDS Published 2 years ago Updated 2 years ago
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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.
  • Pin posts for better visibility e.g. pin an important post to...

Part of a video titled Chatter Overview And Demo | Chatter In Salesforce | Simplilearn
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If one of you or some of you want to use chatter. And not the rest if you turn it on its turned onMoreIf one of you or some of you want to use chatter. And not the rest if you turn it on its turned on for everybody. Now you can take steps to mitigate it you can hide it you can remove the tab.

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.

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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 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 post to Chatter in Salesforce?

0:041:11Let's learn to Post Something to Chatter @salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick share or press ctrl + Enter. When you post to your profile feed anyone who has access to yourMoreClick share or press ctrl + Enter. When you post to your profile feed anyone who has access to your profile can see your post. And anyone who is following you is notified of your activity.

What does Chatter do 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 you create a Chatter post?

Create a Chatter Post TemplateFrom Setup, enter Post Templates in the Quick Find box, then select Post Templates.Click New Template.Select the object for your template.Click Next.Give the template a name and description.If you want this template to be the default for the associated object, select Default.More items...

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.

What is Salesforce chatter?

It is the ultimate collaboration software solution that connects people and information at the speed of social.

How to chat with people in Salesforce?

Once your system admin turns on Chatter, go to the “Chatter” tab on the main Salesforce page. Navigate to the “People” tab to start inviting people to Chatter.

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.

How to post files on chatter?

Post files using the file icon near where you write posts. Chatter automatically renames newer versions and saves old ones. Anyone who shares the file can download, edit, and upload a revised version.

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 can sales employees share?

Sales employees can share stories, best practices, and tips for winning, and get feedback on deals.

Where is the recommendation tab in Chatter?

Use the “Recommendations” on the right-hand side of the Chatter tab to discover things you didn’t know about, such as projects, marketing campaigns, big deals, or interesting discussions.

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.

How many types of chatter licences are there in Salesforce?

In Salesforce.com Chatter licences are of 3 types they are.

Can you make Salesforce chatter visible?

After enabling Chatter in Salesforce we have to make Salesforce Chatter application is visible to every one in an organization. To make visible we have to customize Chatter TAB settings.

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