Slaesforce FAQ

what are features of chatter in salesforce

by Mr. Dallin Dach IV Published 2 years ago Updated 1 year ago
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Salesforce pricing options include:

Edition Features
Essentials ($25 per user per month) – Account, contact, opportunity, and lea ...
Professional ($25 per user per month) – All features of Essentials plus – Lead ...
Enterprise ($150 per user per month) – All features of Professionals plus – W ...
Unlimited ($300 per user per month) – All features of enterprise plus – 24/7 ...
Apr 22 2022

Features include:
  • 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.

Full Answer

How does Salesforce use chatter?

  • New: How does MFA work in sandbox environments?
  • New: Does restricting logins to trusted IP addresses meet the MFA requirement?
  • Updated: Which user, login, and environment types require MFA? ---> added Data Loader details.
  • Updated : Added a note about B2C Commerce Cloud requiring a secured device to use Salesforce Authenticator.

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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What are three features of chatter?

Use Chatter features, like feeds, profiles, groups, and more, to share information, collaborate, and keep up with the latest updates in your company.

What is the use of chatter group in Salesforce?

Through the use of Chatter groups, users can communicate and share. Chatter groups are classified as either public or private. Public means anyone can see and add posts, comments, and files. Anyone can join a public group.

What feature of a Chatter groups allows only managers and group owners to create posts in the group?

Private: Only group members can see and add posts, comments, and files. People must ask to join, and the group's owner or managers must add them.

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 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.

What is chatter in Salesforce lightning?

The Chatter tab gives you quick access to some useful feeds, like What I Follow, To Me, Bookmarked, Company Highlights, and My Drafts. Select a feed to place it front and center on the Chatter tab. The What I Follow feed shows post activity on all the people, groups, and objects that you follow.

What properties u know of chatter Public group?

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 stream in Salesforce Chatter?

Chatter streams are custom feeds that you create by combining multiple related feeds into one feed. Look for streams on your Chatter home page. Create up to 100 streams that each combine posts from up to 25 different feeds and feed types.

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.

Can Chatter Free users see reports?

Chatter only users have access to reports and dashboards but cannot use global search to find them.

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.

What shows up in Chatter feed?

Follow people and records to see updates about them in Chatter. Updates appear in feeds on profiles, groups, the Chatter tab, topic detail pages, and on record detail pages.

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.

Why is chatter important in Salesforce?

Chatter has the capabilities to help you increase team productivity, spend more time on meaningful activities, and have full visibility over projects leading to successful project management in Salesforce. If you aren’t using these six awesome Chatter features yet, you aren’t taking full advantage of Salesforces’ #1 enterprise social network.

What is Salesforce chatter?

Chatter can do much more than act like Facebook! Chatter has the capabilities to help you increase team productivity, spend more time on meaningful activities, and have full visibility over projects leading to successful project management in Salesforce. If you aren’t using these six awesome Chatter features yet, you aren’t taking full advantage of Salesforces’ #1 enterprise social network.

How does chatter work?

In Chatter when you ‘Follow’ someone, you are notified via email or in your Chatter feed of their real-time actions like commenting or liking posts. However, Chatter lets you follow more than just people by enabling Feed Tracking. With Feed Tracking, Users can follow records and are notified of changes to them , helping to lead to successful Salesforce project management. Sales managers stay updated on relevant Opportunity information without having to chase down employees. Many standard objects already have feed tracking enabled too.

Why use chatter?

Users can use various Chatter features to quickly follow and create records, spending less time searching through data. Using Chatter correctly increases visibility, allowing the right people to see the right information at the right time, like with Version Control.

Can you use chatter to create tasks?

When using Chatter to create Tasks, you only need to populate the most vital fields upon creation and avoid scrolling through the entire record. Overall, Chatter Actions can save you a ton of clicks and time, all while allowing you to continue to communicate often and effectively to your employees.

Can you share a chatter file?

Then, you can share them with individuals, groups, or associate them directly to records.

Is chatter a good way to communicate with Salesforce?

Chatter does not have to be just an internal communication network. You can invite customers to get involved too! Salesforce offers special Chatter External licenses that can be granted to people outside of your workplace. The licenses let them see information on Chatter, connect with Users, and follow groups all while restricting access to your Salesforce data. Sharing documentation, information, and collaborating with customers is easy with external licenses. Customers can receive Salesforce Chatter notifications, share information or files, and write posts. Overall, Chatter is a great way to communicate and share information, both internally and externally.

What is Salesforce chatter?

With Salesforce Chatter, you can share images, documents, mention specific people using the @ symbol, and create groups to collaborate. Even departments that historically never communicate can connect better.

Why is chatter important?

Chatter can help everyone stay on track on sales deals and it can encourage better collaboration internally and externally. Chatter can speed up sales cycles and help sales teams close deals faster. With the right Support Partner, setting up Chatter is an easy, painless process. -Hussain Shaikh, Sr. Analyst.

What is chatter feed?

The great things about the feed on Chatter is it encourages communication throughout the entire organization. Salespeople can collaborate on Opportunities and deals. A case team can collaborate on resolving a customer’s issue. Your organization can even plan a happy hour or a birthday for someone at work by using Chatter. Users can also follow other users and groups just as you can on other social media outlets.

What is sharing in Salesforce?

Sharing is caring . Employees can share files and Salesforce data (such as Tasks, Opportunities, and other Salesforce records) through Chatter. Files can be attached and uploaded to a status. For example, a salesperson can share a contract to others who are members of the same Chatter group.

Is chatter available on any device?

Chatter is available on any mobile device and is compatible on Apple and Android devices. Also, just like social media you can update your status on Chatter that your whole organization or a certain group of users can see.

Can salespeople collaborate on deals?

Salespeople can collaborate on Opportunities and deals. A case team can collaborate on resolving a customer’s issue. Your organization can even plan a happy hour or a birthday for someone at work by using Chatter. Users can also follow other users and groups just as you can on other social media outlets.

Can you send a chatter to Twitter?

Another great feature of Chatter is that a user can send a direct message to Twitter and it will be posted to Twitter. A sales team can send feedback surveys to customers and create new business opportunities through Chatter’s integrations with social media platforms.

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.

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.

Why is chatter important in an organization?

By using Chatter in organization, user’s in organization can be able to get real time information about the work status. It is a powerful tool which helps organization to empower organization with tools to communicate easily and effectively with right information at right time.

Can you use Salesforce chatter on mobile?

Salesforce Chatter can also be accessed from mobile devices with an application called Salesforce Chatter mobile. Salesforce Chatter mobile is the world’s first application that used to stay up to date with records, files conversations, dashboards and so on in Salesforce.

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