Do you want to use chatter in Salesforce? Read the complete blog on How to use chatter in salesforce and I will also explain, how to access chatter in salesforce. Also, we will cover these topics.
- What is Chatter in Salesforce
- How to use chatter in salesforce
- How to use chatter in salesforce lightning
- How to use chatter in salesforce classic
- How to use chatter group in salesforce
- How to use chatter object in salesforce
- How to access chatter in salesforce
What is Chatter in Salesforce
In salesforce chatter is a real-time collaboration application that allows users to work together, talk to each other and share lots of information.
Chatter is a social network that is similar to Facebook, which links the employees of an organization with each other. It allows users to collaborate on campaign, service cases, and project with the inserted app and custom action.
In the chatter, every person has a profile page and work-related information and it can easily locate which team your coworkers are on and who are their managers.
In the chatter following is one of the most helpful communication tools. From this, we can follow people, groups, accounts, files, and records. Like Facebook, in chatter when we follow people, we can see their posts comments, and likes. People can also follow each other independently of their teams.
Now we have understood about Chatter, let’s move ahead and see how to use chatter in salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.
Read How to Create a Task in Salesforce
How to use chatter in salesforce
Chatter is used in our browser or on our phone and another mobile device. In Salesforce there is a powerful mobile interface that is offered by the mobile app for collaboration.
Chatter assists the employees to stay up to date with what happened in their company.
Salesforce chatter provides some features:
- Chatter Groups: Chatter groups are areas produced for project members or teams. We can categorize people into different groups for the whole business. The person who created the chatter group is the owner of the chatter group.
- Acceleration innovation: Chatter has fed like Facebook. The information should be posted for the comfort of the whole group.
- Files and Knowledge centers: Chatter permits the user to share files from desktop and mobile devices. There is a separate file tab where we can hold track of all the documents.
- Profiles and statuses: Each chatter user has a profile page and it is similar to Facebook.
Furthermore, let’s learn how to use chatter in salesforce lightning.
Read Create a Free Customer Chatter User in Salesforce
How to use chatter in salesforce lightning
Salesforce Lightning is a modern view of the salesforce platform that is fast, easy, and filled with a wide variety of options.
Here we are creating the record type under the expense object of the Stationary shop that is based in the USA(United State) states.
Follow the below steps on How to use chatter in salesforce lightning:-
Step-1: Go to the setup, click on the App Launcher and search Salesforce chatter. Click on the Salesforce chatter.
Step-2: After clicking on the salesforce chatters, there is a chatter option that is present on the nav bar. Click on it.
Step-3: If you are new to the salesforce chatter let’s create a new group, click on the drop-down menu of the group object and then click on the new group.
Step-4: After clicking on the new group option. The NEW Group dialogue box is open, fill in the information, fill name as the Technical USA group, and then fill in the remaining information after that click on the save & next option.
Step-5: If you want to upload the group photo then you uploaded otherwise click on the next option.
Step-6: After clicking on the next if you want to add the members then choose the member and click on done and you can see that our Technical USA group is created.
Step-7: After creating the group this USA Technical group is shown as a post on the Chatter page as highlights.
In this way, we have learned how to use chatter in salesforce lightning.
Read How to Import Data into Salesforce
How to use chatter in salesforce classic
Salesforce classic is the traditional user experience of salesforce and before the salesforce lightning was introduced, it was the only salesforce experience.
Follow the below steps on How to use chatter in salesforce classic:-
Step-1: Go to the Setup that is in the top left corner, and click on the Chatter that is present on the nav bar.
Step-2: After clicking on the chatter there is a Message option that is present on the left-hand side, this message box is used to send messages directly.
Step-3: On the left-hand side there is a Feed option under the Feed there is a What I Follow option. On clicking on this option we can see the post What I follow.
There is another option To Me, on clicking on this we can see any message directed to us.
We can see the people and the group with the other organization as well by clicking on the people and group option.
In this way, we have learned how to use chatter in salesforce classic and now you proceed with the further actions on how to use chatter group in salesforce.
Read How to Create a related list in salesforce
How to use chatter group in salesforce
Chatter is a large combination tool for users. It is used in this way the user can communicate and share. Chatter groups are analyzed as public or private.
Follow the below steps on How to use chatter group in salesforce:-
Step-1: Go to the Setup, then click on App Launcher and enter groups in the search box and select Groups.
Step-2: After selecting the Groups, the recently Viewed Groups page is open. On this page the New option is present at the top right corner, click on it.
Step-3: After clicking on the New option, The New Group dialogue box is open, fill in the information, fill name as the United States (USA) Sales, and then fill in the remaining information after that click on the save & next option.
Step-4: After clicking on Save & Next option the manage Member Page is open select the Member you want to add and click on Done.
Step-5: After clicking on Done you can see that the United State Sales group is created.
So, in this way we have learned how to use chatter groups in salesforce.
Read How to delete schema builder in salesforce
How to use chatter object in salesforce
The chatter in salesforce permits us to collaborate with the employees of an organization with each other. In the chatter, feed is an object. A Feed item is an entry in the feed, like a change to the record that’s actuality followed and a user status change.
The following are the Chatter Feed objects:
Feed Post: It signifies the swaps between the contact feed, content post, text post, link post, etc.
Feed Comment: Feed comments can be made for the people who post the comment, that comment can be added here.
Feed Items: The Feed Item is an input feed, like a change to a record that is followed, or a user status change.
So, in this way we have learned how to use chatter objects in salesforce.
How to access chatter in salesforce
Chatter is a real-time collaboration application that allows users to work together, talk to each other and share lots of information.
It is a social network that is similar to Facebook, which links the employees of an organization with each other.
Follow the below steps on How to access chatter in salesforce:-
Step-1: Go to the Setup, click on the App Launcher, enter chatter in the search box, and select Salesforce Chatter.
Step-2: After clicking on the Salesforce Chatter option, click on the chatter that is present on the nav bar.
Step-3: After clicking on the chatter option, the Chatter page is open there is an option from which we can post the message, created the polls, and also answer the questions.
Step-4: On the left-hand side there is a Feed option under the Feed there is a What I Follow option. On clicking on this option we can see the post What I follow.
There is another option To Me, on clicking on this we can see any message directed to us.
So, with this, we understand how to access chatter in salesforce.
Conclusion
In this tutorial, we have learned how to use chatter in salesforce, and also we have covered how to access chatter in salesforce. This can be performed on both salesforce lightning and salesforce classic.
- What is Chatter in Salesforce
- How to use chatter in salesforce
- How to use chatter in salesforce lightning
- How to use chatter in salesforce classic
- How to use chatter group in salesforce
- How to use chatter object in salesforce
- How to access chatter in salesforce
You may like the following salesforce tutorials:
- How to a Create Custom Field in Salesforce
- How to Create Record Type in Salesforce
- Create Records in Salesforce
- How to Bulk Add Leads in Salesforce
- How to Create Quotes in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.