Slaesforce FAQ

what is salesforce chatter used for

by Doyle Davis PhD Published 2 years ago Updated 2 years ago
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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.Oct 31, 2016

Full Answer

What are the advantages of using Salesforce?

What Are the Benefits of Salesforce?

  1. Customer information. One of the biggest advantages of using Salesforce is the information it retrieves — both the quality and the quantity.
  2. Account planning. With all of the customer information you need right at your fingertips, you — and all of the reps at your company — can make plans for ...
  3. Time management. ...
  4. Team collaboration. ...
  5. Accessibility. ...

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

What is standard controller in Salesforce?

Standard Controllers. A standard controller consists of the same functionality and logic that is used for a standard Salesforce page. Building a Custom List Controller in Salesforce. Extension controller is also used to leverage the functionality of another controller using our own custom logic.

What are actions in Salesforce?

You’ll find your standard and custom actions in Salesforce on:

  • The record highlights panel
  • Activity component
  • Chatter component

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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 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.

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.

1. Chatter is a far more collaborative way of working

Like many organisations, if someone in The Gary Smith Partnership was trying to solve a problem or get feedback on a presentation they’d send out a global email. Some people replied to everyone, some just to the sender. Either way the email thread quickly became jumbled.

2. Chatter will give you input from expected quarters

A prospect I was working with recently asked me how they could support a fairly complex requirement using Salesforce.com. I wasn’t sure of the right technical solution so I asked my colleagues for help.

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