Tasks can also be generated by workflow rules and approval processes configured by a Salesforce admin. Go to the Chatter tab and look at what appears on the left side of the screen. You'll notice things such as Feed, What I Follow, Groups, People, Files, Topics - all of these things are components of Chatter that you need to be familiar with.
- Chatter Groups. Chatter groups are spaces created for project members or teams. ...
- Actions and Endorsements. In Chatter, users can approve expense reports, update orders, and create support cases. ...
- Feeds, Polls, and Topics. ...
- Files and Knowledge Centers. ...
- Profiles and Statuses. ...
- Access Chatter anywhere.
What is Salesforce chatterdata model?
Salesforce ChatterData model in mainly depends on Salesforce Chatter feedItems objects. These feed items represents a Chatter Post. Chatter model is of three types they are
What are the benefits of using chatter groups in Salesforce?
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. Read: The Security model in Salesforce - What Do You Need To Know?
What are the different types of Salesforce Chatter licenses?
Other Salesforce Chatter licenses include Salesforce Chatter External: For users outside of your company’s email domain. Customers can access information in the groups they’re invited to. External users can view profiles but cannot edit them. There is no chat federation with platforms like Microsoft Teams or Slack.
Who can comment on a post in Salesforce Chatter?
Depending on how you set up Chatter for your organization, everyone with access to a post can comment on it, like it, and share it (1). They can also edit, bookmark, add topics to, and mute it (2). People can delete their own posts, but they can’t delete other people’s posts nor posts that Salesforce generates automatically.
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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 a chatter 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.
What are the types of chatter groups?
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...
What is a component in Salesforce?
Visualforce components are small, reusable pieces of functionality—think widgets, panels, user interface elements, that kind of thing—that you use in Visualforce page markup. You can use standard Visualforce components, and create your own custom components.
What are Chatter posts?
Sharing lets you quickly copy a public post to your profile or a group. This feature is available in Salesforce Classic and Lightning Experience.
Is chatter an object in Salesforce?
Chatter is a powerful tool. It enables information sharing, collaboration, visibility, general and record-specific conversations, feed tracking for specific records or individuals, and the option to create public or private groups.
How do I use Chatter groups 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 see all Chatter groups in Salesforce?
In Salesforce Classic, the Groups list on your profile shows you the Chatter groups that you belong to. By default, the list is sorted by the most recent activity date. On the Groups tab, you can join or create groups. You can also view the Groups list on other people's profiles to see their group memberships.
What is chatter Broadcast Group?
Broadcast groups are a special type of public, private, or unlisted group where only group owners and managers can post to the group. Group members can read posts and comment on them.
How many components are there in Salesforce?
Here you have three components. Salesforce Cloud: It is to bind server as well as client. Server side: Apex Controller manages server-side.
What are components in lightning?
Each Lightning Component is made up of a Mark-ups, JavaScript controller, a Helper, a Renderer and more (Component Bundle). Below is a screenshot of components in developer console view. Component is a necessary item for building an app in Lightning.
What is an apex component?
A custom Visualforce component. All custom component definitions must be wrapped inside a single
Why use Salesforce chatter?
If you already use the Salesforce platform, Salesforce Chatter is a great extra. It allows your users to collaborate securely at work, sharing status updates.
Why is chatter important in sales?
Chatter makes it easier to maintain an ongoing conversation with groups and newsfeeds. With file sharing and storage, people spend less time looking for information.
What is chatter lightning mode?
The Chatter lightning mode is an enhanced version of the Chatter user interface.
How to track chatter feeds?
From Chatter Setup, type Feed Tracking into the search box. Click on Feed Tracking and enter the name of an Object or click on an Object in the left-hand list. To track the Object, check the Feed Tracking box. You can check the box for up to 20 feeds you want to track. Click Save to finish configuring.
What is a premium license for Salesforce?
Premium licenses come with access to the Salesforce content library. You also get ideas and answers from Salesforce CRM.
What is chatter group?
Chatter groups are spaces created for project members or teams. You can sort people into different groups or large spaces for your entire business.
Is Salesforce a secure file?
There’s a separate file tab where you can keep track of all shared documents. Salesforce also ensures all fires are secure. Nobody can access your files outside of your Chatter group.
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.
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.
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 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.
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.
How to drop a thank you note in chatter?
You just have to go to the Quick Actions bar, select Thanks option, type name of the colleague you want to drop a Thank note then click Change Badge option.
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.
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 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 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.
Can you unlist groups in Chatter?
Unlisted groups and group records are disabled by default. We enable them under Setup on the Chatter Settings page before we create our groups.
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.
Is chatter a tab component?
Same with the Activities component, the Chatter component is also a standard component, and you may not see it too (see above screenshot), the same for Tab component, you may not see Chatter listed as a standard Tab label.
Can chatter feeds be tracked?
Create a new record and populate fields enable for feed tracking, this action will NOT track under Chatter Feed -- same with Field History Tracking, fields will NOT be tracked on new record creation, Field History Tracking only track when the record is created and by who.
