Create Chatter Streams in Salesforce for Better Collaboration

While working as a Salesforce Admin, the sales manager wants the sales team to stay updated on important Account and Opportunity changes without having to open each record individually.

To solve this, I create Chatter Streams that automatically show updates when an Opportunity stage changes, a comment is added on an Account, or a sales user posts an update.

With Chatter Streams, the sales team can see all important updates in one place, respond quickly, and avoid missing critical information.

In this article, we will learn how to create chatter streams in Salesforce. Along with this, we are going to cover the following points in this tutorial.

Chatter Streams in Salesforce.
Create a Chatter Stream from the Chatter Home page in Salesforce.
Create a Chatter Stream from a Profile or Record Detail in Salesforce.
Create a Chatter Stream from Salesforce Contacts.

Table of Contents

What are Chatter Streams in Salesforce?

In Salesforce, Chatter streams are custom feeds created by combining multiple related feeds into a single feed. We can view and access Chatter streams from the Chatter Home Page.

In Salesforce, we can create up to 100 streams, each combining posts from up to 25 different feeds and feed types. In Salesforce, we generally create streams to combine feeds for people, groups, and records such as accounts, opportunities, and cases.

In the steps below, I will explain how I handled this situation and created Chatter streams for different accounts in Salesforce.

Create Chatter Streams in Salesforce

Below, I will explain the different ways to create the chatter streams in Salesforce.

Create a Chatter Stream from the Chatter Home page in Salesforce

To create a Chatter Stream from the Chatter Home Page, first log in to your Salesforce developer account and follow the steps below.

On the Setup page in Salesforce, click the App Launcher, then search for Chatter in the dropdown and select it.

Create Chatter Stream in Salesforce lightning

In the Salesforce Chatter tab, go to the left sidebar and click on the “+” icon near the option Streams to create streams.

Create Streams for Chatter in Salesforce Lightning

As we click on the “+” icon, a pop-up window will appear. In this window, we will enter details to create a new stream.
- In the Stream Name field, write the name of the field. In this case, I have named it the Group of Marketing.
- In the Record to follow field, first click the dropdown and then select an account. I have selected the Edge Communications account.

After selecting the record, select the option “Every Post” to receive all notifications for this stream, then click the Save button.

When we click Save, the newly created stream appears in the left column on the Chatter home page, under the Streams heading.

Streams for Chatter in Salesforce Lightning

We have now successfully created a Chatter stream from the Chatter Home page in Salesforce.

Create Salesforce Chatter Stream from a Profile or Record Detail

In the steps below, we are going to create streams from Accounts. First, go to the Lightning Sales application.

On the Sales app of Salesforce, click on the Accounts tab to create a stream from the account record.

Select an account to create a Stream. In this case, I have selected the account Cardone Technologies to create a stream.

Create Salesforce Stream from Records in Lightning

On the selected account page, click on the “+ Follow” button, and in the dropdown, click on the New Stream button.

Create a Stream from account records in Salesforce

When we click New Stream, a pop-up window will appear. In this window, we will enter the required details to create a new stream.
- In the Stream Name field, enter the name of the stream, and since we are creating the stream from the account, there is no need to select the record.
- In the Notify Me section, select the option Every Post to get a notification of every post in the stream, and lastly, click on the Save button.

Salesforce Lightning Create Stream from records

When we click the Save button, the Stream is created, and we can see it in Chatter on the left sidebar under the Streams heading.

Created Chatter Stream from Records in Salesforce

Now we have successfully created a chatter stream from a Profile or Record Detail in Salesforce Lightning.

Create a Chatter Stream from Salesforce Contacts

To create a Chatter Stream from Contacts, go to the Contacts tab and follow the steps below.

On the Contacts page, select a contact from the list to create a stream. In this case, I have selected a contact, Nelson Simons.

Create a Stream for contacts in Salesforce

On the selected Contact page, click on the “+Follow” button in the top navigation bar. As we click the Follow button, a dropdown will open; select the New Stream option.

Create a Chatter Streams from Contacts in Salesforce

In this step, we will enter the required details to create a New stream for contacts. In the Stream Name field, write the name of the stream, and in the Notify Me section, activate the radio button to get a notification of every post, and click on the Save button.

As we click on the Save button, a Stream from Contacts will be created. Now, to check the newly created stream, go to Chatter and, on the left side, we can see it under the Streams heading, New Stream For Lead.

Salesforce Lightning Chatter Stream from Contacts

Now we have successfully created a Chatter Stream from Contacts in Salesforce Lightning.

Conclusion

In this Salesforce tutorial, we learned how to create Chatter Streams. We have created chatter streams using two approaches.

First, we created Chatter Streams from the Chatter Home page; later, we created them from a profile or record detail and from Contacts. Along with this, we also learned about the functionalities and uses of Chatter Streams in Salesforce.