How to create Chatter Streams in Salesforce

In this blog, we are going to learn to create Chatter Streams in Salesforce Lightning. 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 Lightning
• Create a Chatter Stream from a Profile or Record Detail in Lightning

Chatter Streams in Salesforce

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

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

While working for an organization that uses Salesforce for customer relationship management (CRM), I was asked to create streams for different leads coming in from various sources. The company wants to segment leads into different categories based on their interests.

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

Create a Chatter Stream from the Chatter Home page in Salesforce Lightning

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

Step-1: On the Setup page of Salesforce Lighting click on the App Launcher (9 dots) and search for Chatter from the options in the dropdown click on the Chatter option as shown in the picture below.

Step-2: In the Salesforce Chatter tab go to the left sidebar and click on the “+” icon near the option Streams to create streams.

Step-3: 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 Group of Marketing. In the field Record to follow, first, click on the dropdown and then select an account from the drop-down. I have selected the account Edge Communications.

Step-4: After selecting the record, select the option Every Post to get every notification of this stream and then click on the Save button.

As we click on the Save button, we can see the created stream is listed in the left column on the Chatter home page, under the Streams heading.

Now, we have successfully created a Chatter stream from the Chatter Home page in Salesforce Lightning.

Create Salesforce Chatter Stream from a Profile or Record Detail

In the below steps, we are going to create streams from Accounts and for that first go to the Lightning Sales application.

Step-1: On the Sales app of Salesforce Lightning, click on the Accounts tab to create a stream from the account record.

Step-2: Select an account, to create a Stream. In this case, I have selected the account Cardone Technologies to create a stream.

Step-3: On the selected account page, click on the “+ Follow” button, and in the dropdown click on the New Stream button.

Step-4: As we click on New Stream, a pop-up window will appear and 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 as we are creating the stream from the account so no need to select the record. In the Notify Me section, select the option Every Post to get a notification of every post of the stream, and last click on the Save button.

As we click on the Save button, the Stream will be created and we can see the created stream in the Chatter on the left sidebar under the heading Streams.

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.

Step-1: In the Contacts page, select a contact from the list of contacts to create a stream. In this case, I have selected a contact Nelson Simons.

Step-2: On the selected Contact page, click on the “+Follow” button in the top navigation bar. As we click on the Follow button, a dropdown will open and in that dropdown select the option New Stream.

Step-3: 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 last click on the Save button.

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

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

Conclusion

In this Salesforce tutorial, we have learned about creating Chatter Streams in Salesforce. We have created chatter streams with the help of two possible ways.

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

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