How to Use Chatter in Salesforce

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.

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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.

How to use chatter in salesforce
How to use chatter in salesforce

Step-2: After clicking on the salesforce chatters, there is a chatter option that is present on the nav bar. Click on it.

How to use chatter in salesforce lightning
How to use chatter in salesforce lightning

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.

New for the salesforce chatter create new group
New for the salesforce chatter create a 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.

Create new group
Create new group

Step-5: If you want to upload the group photo then you uploaded otherwise click on the next option.

Upload the group photo
Upload the group photo

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.

Technical USA group is created
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.

Salesforce chatter post
Salesforce chatter post

In this way, we have learned how to use chatter in salesforce lightning.

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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.

How to use chatter in salesforce classic
How to use chatter in salesforce classic

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.

Chatter message in salesforce classic
Chatter message in salesforce classic

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.

Chatter Feed in salesforce
Chatter Feed in salesforce

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.

How to use chatter group in salesforce
How to use chatter group in salesforce

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.

Create a new chatter group
Create a new chatter group

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.

Create new chatter group
Create a new chatter group

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.

Chatter group is created
Chatter group is created

Step-5: After clicking on Done you can see that the United State Sales group is created.

United States sales chatter group is created
United States sales chatter group is created

So, in this way we have learned how to use chatter groups in salesforce.

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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.

How to access chatter in salesforce
How to access chatter in salesforce

Step-2: After clicking on the Salesforce Chatter option, click on the chatter that is present on the nav bar.

How to access chatter in salesforce lightning
How to access chatter in salesforce lightning

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.

Access chatter in salesforce
Access chatter in salesforce

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.

Access the chatter in salesforce lightning
Access the chatter in salesforce lightning

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

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