Slaesforce FAQ

is chatter different for accounts vs opportunities salesforce

by Mrs. Annamarie Dickens Published 2 years ago Updated 1 year ago

Differences: - force.com allows to create or edit accounts and contacts, while chatter/community are read only on account/contact - all 3 licenses share a common limit on 10 custom objects - none of the 3 license types grants access to opportunity, pricebook, product, order -> need a full CRM

Customer relationship management

Customer relationship management (CRM) is an approach to managing a company’s interaction with current and future customers. The CRM approach tries to analyze data about customers' history with a company, in order to better improve business relationships with customers, specifically focusing on retaining customers, in order to drive sales growth.

license to work on those objects - employee portals allows users to issue their own cases or review cases

Full Answer

What is Salesforce Chatter?

Salesforce Chatter lets users collaborate on sales opportunities, service cases, campaigns, and projects with embedded apps and custom actions. By default, Salesforce organizations created after June 22, 2010 have Chatter already enabled for all users.

What is the difference between chatter only and chatter plus?

On the other hand, if a user needs access to any CRM functionality (eg Sales or Service Cloud), they must be assigned a Salesforce license. and Chatter Only (aka Chatter Plus) Access to Chatter for people in your company without a Salesforce license PLUS access to accounts & contacts.

What is the purpose of the chatter app?

Chatter connects, engages, and motivates users to work efficiently across the organization, regardless of role or location. Chatter lets users collaborate on sales opportunities, service cases, campaigns, and projects with embedded apps and custom actions.

What is feed-tracked change in Salesforce Chatter?

A feed-tracked change is a change that your user makes in Salesforce that triggers an automatic post to the user’s Chatter feed. Enabling this option notifies your user when someone comments on that post.

What is the difference between account and opportunity in Salesforce?

An opportunity in Salesforce is not a lead, contact, or account. It's terminology for a future sale by an account. That is, you have an opportunity for a sale. You might think that qualified leads are likely to become opportunities.

What is the difference between Chatter and Chatter feed in Salesforce?

Chatter feeds show you posts and comments you and other people make, as well as record updates across your Salesforce organization. Chatter Answers is a self-service and support community where users can post questions and receive answers and comments from other users or your support agents.

What benefit do you receive by using a Salesforce Chatter account?

1.Post status updates and questions Salesforce Chatter provides a forum for anyone to share insights or propose new ideas, which can ultimately increase productivity and work quality. You can “follow” both people and documents to collaborate on sales opportunities, service cases, campaigns, projects and tasks.

How do you add a chatter to opportunity in Salesforce?

In order to show those action in Chatter component on the Opportunity record page, You need to add those action in page layout in the Salesforce Mobile and Lightning Experience Actions section. Once you added those action, make sure you have the chatter component added in Lightning page for that object record.

What is the difference between Chatter Free and Chatter external?

They have no access to Chatter objects or data. Chatter External users can view user profiles, but they can't edit them. The Chatter Free license is for users who don't have Salesforce licenses but must have access to Chatter.

Can Chatter Free users subscribe to reports?

But did you know that Chatter Free users can receive scheduled reports? That's right, with just a Chatter Free license, you can automate the process and not pay a penny extra.

How much does Salesforce Chatter cost?

$15 per user per monthChatter is included for all Salesforce users at no extra cost. Non-Salesforce users can also access Chatter. Standalone Salesforce Chatter licenses are $15 per user per month.

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 API in Salesforce?

Chatter API is REST API for Chatter to display Salesforce data, especially in mobile applications. Responses are localized, structured for presentation, and can be filtered to contain only what the app needs.

Can you add chatter to a custom object?

Chatter Post we can use in Standard and Custom object in Salesforce Classic and Lightning Experience. Chatter Post we can also tag users, the group using (@) as well as we can upload files in particular record in Salesforce.

What are Chatter groups in Salesforce?

Chatter groups can be public, private, unlisted, and archived.Public: Anyone can see and add posts, comments, and files. ... Private: Only group members can see and add posts, comments, and files. ... Unlisted: Only group members and users with the “Manage Unlisted Groups” permission can see and add posts, comments, and files.More items...

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.

Why use Salesforce chatter?

From sales to marketing and management departments, the entire Company may use Chatter to tear down communication barriers and succeed as a team. Salesforce Chatter is the major communication platform that connects departments that have never communicated in the past.

What is chatter in Salesforce?

Chatter is the enterprise collaboration platform from Salesforce and a CRM vendor. It can be used as a Company intranet and employee directory. Each employee has a profile page where complete details for an employee is given with its image, reporting manager, job responsibilities, location, and how to contact the employee etc. Employees may follow page or document both to collaborate on sales opportunities, campaigns, tasks, projects, service cases etc.

How to use chatter API?

What is Salesforce Chatter REST API? 1 Chatter REST API is good to build a mobile application. 2 It can be used to integrate a third-party web app with Salesforce to notify groups of users about events. 3 It helps to display a feed on the external system like intranet site, once users are authenticated well. 4 It helps to integrate actionable feeds with third-party sites. For example, one application posts Chatter items to Twitter whenever post include the #tweet hashtag. 5 It helps to create simple games to interact with feeds for notifications. 6 It helps to create a custom and branded skin for Chatter for your organization.

What is chatter group?

Chatter Groups. Chatter groups are created for the project members, direct team, or your entire business. It comes with multiple benefits with the most important collaboration among users with common interests for a particular subject.

Why is Twitter feed important?

It helps to display a feed on the external system like intranet site, once users are authenticated well. It helps to integrate actionable feeds with third -party sites. For example, one application posts Chatter items to Twitter whenever post include the #tweet hashtag.

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.

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