Slaesforce FAQ

is chatter offered through salesforce

by Linda Rippin Published 2 years ago Updated 1 year ago
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Salesforce Chatter is a social collaboration platform for businesses already using Salesforce. Designed to help employees connect and collaborate, Chatter comes from Salesforce.com. With Chatter, employees can exchange files, share data, and chat. You can also post status updates like you would on Facebook or Twitter.

How does Salesforce use chatter?

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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...

What is a Salesforce Chatter free license?

Chatter Free users access feeds, people, groups, and files using the App Launcher in Lightning Experience. In Salesforce Classic, users access these features from links in the page sidebar. Salesforce administrators can upgrade a Chatter Free license to a standard Salesforce or Lightning Platform Starter license at any time.

How to share Panopto videos in Salesforce Chatter?

  • A Groups dashboard for easily accessing and managing group permissions
  • Batch import and creation of new groups
  • Batch sharing of videos and folders
  • Automatic permissions inheritance for new folders
  • An intuitive new sharing interface for controlling access to videos
  • Unlisted videos, which are hidden videos accessible only by direct URL

See more

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Is Chatter part of 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.

Where is chatter in Salesforce?

In Salesforce Classic, you typically access Chatter features from the sidebar on the Chatter tab. In Lightning Experience, access Chatter, colleagues' profiles (People), and groups from the App Launcher. You can also get to these places from a tab or the overflow menu, depending on what's showing.

Is Chatter available in Salesforce Classic?

In both Salesforce Classic and Lightning Experience, you can edit your personal Chatter settings through your personal Settings.

How do I create a Chatter 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 is Salesforce Salesforce Chatter?

Salesforce Chatter is a free social collaboration tool similar to Facebook and Twitter, but for organizations on the Salesforce.com platform. Chatter allows users to collaborate securely at work to establish networks, share files and status updates.

How do I chatter in Salesforce lightning?

0:000:35How to access Chatter in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipSearch for chatter in the search bar. And click on chatter and you'll be good to go.MoreSearch for chatter in the search bar. And click on chatter and you'll be good to go.

How do I send a chatter in Salesforce?

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. When viewing the full message history of a conversation, use the text box under the most recent message to send a reply.

What is chatter free license in Salesforce?

The Chatter Free license is for users who don't have Salesforce licenses but must have access to Chatter. These users can access standard Chatter items such as people, profiles, groups, and files, but they can't access any Salesforce objects or data. Chatter Free users can also be Chatter moderators.

Salesforce Chatter Features

Salesforce Chatter offers many features to boost collaboration between users. Chatter’s functionality mirrors that of a social media platform, with tagging, @mentioning, and more.

What is a Chatter Feed?

A Chatter Feed is a list of published posts. Chatter Feeds can be accessed from either:

Chatter Groups

Chatter Groups allow particular sets of users to collaborate on Salesforce. Groups have three visibility settings:

Chatter Email Digest

When you join a Chatter Group or decide to “Follow” a colleague, you will receive email notifications on their Chatter activity.

Chatter Feed Tracking

Chatter Feed Tracking on a record will display polls, posts, comments, and record updates. For record updates to appear, feed tracking must be enabled.

Attach Files

When a file is attached to a record, it is also added to the Notes and Attachment related list and stored in Files.

Salesforce Topics

You can create and add topics in Salesforce to Chatter posts or records; topics are added by including a Chatter post hashtag.

What is chatter app?

Chatter, unlike other collaborative apps, connects people and data. Important records, such as top deals, key accounts, or even custom objects, are available in real time. We never have to hunt down information.

Why is chatter important?

Chatter is an essential tool for meeting prep and feedback. By sharing files with our teams right on the account, people are getting direct feedback and insights to help them do their jobs better.

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.

What is Salesforce Chatter REST API?

Salesforce Chatter REST API is generally used to display groups, profile, status update, real-time feeds etc, especially in mobile applications. Chatter REST API also gives programmatic access to files, topics, notifications, recommendations and more. Chatter REST API is similar to any other API like Facebook or Twitter but it exposes Salesforce features beyond Chatter. It is generally used to create custom experiences in the Salesforce. Here are considerations when should you choose Salesforce Chatter REST API.

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.

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 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.

What are quick actions in chatter?

Based on the org set up, you have multiple actions available on the chatter tab. The most popular standard quick actions are File, Link, Poll, Post, thanks, Questions etc. The best thing about these actions is that they are completely customizable and can be modified using Global Publisher Layouts. These options are available in Enterprise, unlimited, Database, and Developer editions.

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 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 happens when you click Share on Salesforce?

Once you click Share, everyone @mentioned will be alerted via email and Salesforce notifications to check out the post. In Sofia’s case, everyone has completely different interests regarding this single donor, but they are all in the know in one message right from where Sofia was already working.

How to add a group in Salesforce chatter?

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.

How to view chatter?

To view the Chatter app, open the App Launcher () in the top left corner. Then search for and select Chatter.

Who is the chatter app?

The Chatter app is where Michael Aviran, an NMH Communications intern, likes to start his day.

Can you tag chatter groups?

You can also tag internal Chatter groups through @mentions. At NMH, Cristina sees the message from Sofia about the possibility of a new newsletter story and she decides to @mention the Communications group in Salesforce.

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