Slaesforce FAQ

how to use salesforce chatter for collaboration

by Baron Macejkovic Published 3 years ago Updated 2 years ago
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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. Find peers. Use email addresses or names to find the colleagues you’d like to invite and hit send.

Create a Public Group
  1. Open the Chatter tab and click Groups on the left, or click the Groups tab. This action takes you to the Groups list view.
  2. Click New Group.
  3. Name your group (1) and describe what the group is all about (2). ...
  4. Click Save.

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 use Chatter in Salesforce community?

4:4322:40Salesforce Community & Chatter - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you can get this as well from your home page so if you click on the Home tab. You can see ifMoreAnd 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.

What can be shared via Chatter?

Share a Chatter Post with a Group You can share public posts, but you can't share feed tracked items and custom feed items, like approvals, dashboard snapshots, or case interactions. You can't share posts with archived or unlisted groups or private groups that include external users. A post's comments aren't shared.

How do I create a collaboration space 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.

What are the features of Chatter in Salesforce?

See all of the features that make Chatter the world's #1 enterprise social network.drive productivity.Accelerate Innovation.Share knowledge.take action anywhere.

What is Chatter collaboration 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.

Who can see Chatter posts?

Anyone except customers can see your posts on your profile, and the people who follow you can see your posts in their Chatter feed. However, if you change a record, only the people who have permission to see the record can see the record update in a feed.

How do you create a group on Chatter?

Step 1 : Click the Groups tab. Step 2 : On the Groups page, click New Group, and enter a group name and description. Step 4 : Select an access level for your group based on your requirement. The chatter group has been successfully created you group.

How do you add people to a chatter group in Salesforce?

In Salesforce, navigate to the Chatter Group and click Add/Remove Members and search for Users or select to view 'Everyone' and click the Add button for each User.

How do I access a collaboration group in Salesforce?

Click the Groups tab. If you don't see the Groups tab, open the App Launcher, search for groups , and click your result. On the Groups list page, click New Group, and enter a group name and description. Note Group names must be unique across public and private groups.

What are three Chatter features?

Connect, collaborate, and take action. See all of the features that make Chatter the world's #1 enterprise social network.

How do I enable chatter for community users?

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

How do I send a Chatter message in Salesforce?

Required Editions Click the Messages link on the Chatter tab, then click New Message in My Messages. 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.

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 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.

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.

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.

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.

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