What is Salesforce Chatter and How does it work?

What is Salesforce Chatter?

Salesforce Chatter is a collaboration tool that allows users to communicate and share information within an organization. It is a part of the Salesforce platform and can be accessed from Salesforce’s web and mobile apps. Chatter allows users to post updates, share files, and collaborate with their colleagues in real time. It also provides features such as @mentions, hashtags, and the ability to “like” and comment on posts. Chatter is designed to improve communication and collaboration within an organization, and can be customized to fit the needs of different teams and departments

How does work chatter in Salesforce?

In Salesforce, Chatter works by allowing users to create profiles, follow colleagues and groups, and post updates and files to their feeds. When a user posts an update or shares a file on Chatter, it is visible to the user’s colleagues who are following them, as well as to any groups that the user is a member of.

Users can also interact with each other’s posts by liking, commenting, or mentioning them in their own updates. Mentioning a colleague in an update using the “@” symbol will send them a notification, alerting them to the mention and bringing their attention to the update.

In addition to following colleagues and groups, users can also create and join Chatter groups, which are dedicated spaces for discussion and collaboration around a particular topic or project. Groups can be either public or private and can be customized with their own set of members and permissions.

Overall, Chatter is designed to improve communication and collaboration within an organization by providing a platform for users to connect and share information in real time.

How to add chatter in Salesforce?

To add Chatter to your Salesforce account, follow these steps:

1. From the Salesforce homepage, click on the “Chatter” tab in the top navigation menu.
2. On the Chatter page, click on the “Get Started with Chatter” button.
3. This will open a guided tour of Chatter, which will walk you through the different features and functions of the tool.
4. As you progress through the tour, you will be asked to create a Chatter profile and start following people and groups. You can also customize your Chatter settings by clicking on the gear icon in the top-right corner of the page.
5. When you have completed the tour, you will be able to start using Chatter to communicate and collaborate with your colleagues.

Note that Chatter is automatically enabled for all Salesforce accounts, so you do not need to purchase it separately or install it as an add-on. However, your administrator may need to enable certain features or customize the settings for your organization. If you have any questions or need help using Chatter, you can ask your administrator or Salesforce support for assistance.

How to add a chatter tab in the Salesforce app?

To add the Chatter tab to your Salesforce app, follow these steps:

1. From the Salesforce app homepage, tap on the “More” button in the bottom-right corner of the screen.
2. This will open a list of all available tabs in the app. Scroll down until you see the “Chatter” tab, and tap on it.
3. This will add the Chatter tab to your app homepage. From here, you can access your Chatter feed, profile, and groups, as well as post updates and share files.

Note that the Chatter tab may not be visible by default in the Salesforce app. If you do not see the Chatter tab in the list of available tabs, your administrator may need to enable it for your organization. You can also ask your administrator or Salesforce support for assistance if you have any questions or need help using Chatter in the app.

Salesforce chatter setting

There are several settings that you can customize in Salesforce Chatter to suit your preferences and needs. Here are some of the main Chatter settings that you can adjust:

1. Email notifications: You can specify which types of Chatter activity should trigger an email notification. For example, you can choose to receive notifications when someone @mentions you, likes your post, or comments on your post.
2. Mobile notifications: You can enable or disable mobile push notifications for Chatter activity. This allows you to receive notifications on your mobile device when certain events occur, such as when someone @mentions you or comments on your post.
3. Chatter groups: You can join or leave groups, and customize your group settings to specify which types of activity should trigger a notification. You can also create your own groups and invite colleagues to join.
4. Feed filters: You can use feed filters to customize the content that appears in your Chatter feed. For example, you can filter your feed to show only updates from a specific group or from a particular colleague.

To access your Chatter settings, click on the gear icon in the top-right corner of the Chatter page, and then click on the “Edit My Chatter Settings” option. From here, you can adjust your Chatter settings as needed. If you have any questions or need help using Chatter, you can ask your administrator or Salesforce support for assistance.

Salesforce chatter email setting

In Salesforce Chatter, you can customize your email notification settings to specify which types of activity should trigger an email notification. Here’s how you can adjust your email notification settings:

1. From the Salesforce homepage, click on the “Chatter” tab in the top navigation menu.
2. On the Chatter page, click on the gear icon in the top-right corner of the page, and then click on the “Edit My Chatter Settings” option.
3. In the Email Notifications section, you can choose which types of activity should trigger an email notification. For example, you can choose to receive an email when someone @mentions you, likes your post, or comments on your post.
4. You can also specify how often you want to receive email notifications. You can choose to receive them in real time, or you can choose a daily or weekly summary.
5. When you have finished adjusting your settings, click on the “Save” button to save your changes.

Note that your administrator may have set certain notification settings as default for your organization. If you have any questions or need help using Chatter, you can ask your administrator or Salesforce support for assistance.

Conclusion

In conclusion, Salesforce Chatter is a powerful collaboration tool that can help teams stay connected and work together more effectively. With features like real-time messaging, file sharing, and group collaboration, Chatter makes it easy for teams to share information and work together in real-time, no matter where they are located. Whether you are a small business owner, a salesperson, or a customer service representative, Chatter can help you stay connected and get more done. By embracing this powerful tool, you can improve your team’s productivity, reduce communication barriers, and drive better business outcomes.