Salesforce Chatter helps to engage in meaningful discussions about business with colleagues, experts, and customers, and conveniently archive these conversations for future reference. This article gives a brief introduction on Unlocking Collaboration: An Overview of Salesforce Chatter.
- “What I Follow” feature seamlessly consolidates feeds from up to 500 people and entities you follow, ensuring you stay updated on relevant information.
- “To Me” section compiles all posts where you’re mentioned, providing easy access to conversations directed at you.
- Keep track of key insights and noteworthy content by using the “Bookmarked” feed, which centralizes all your saved posts.
- Experience the power of Einstein artificial intelligence in the “Company Highlights” section, where trending topics within your organization are ranked for relevance. This feed becomes your default view after following 10 entities.
- For drafting purposes, utilize the “My Drafts” section to store and manage posts until you’re ready to publish or discard them. Streamline your workflow, stay focused on your goals, and revisit discussions at your convenience.
Streams and Recent Groups
Streams, are super feeds that you create by combining feeds from all kinds of objects. And Recent Groups functions as a convenient compilation, showcasing the top five groups you’ve most recently engaged with. This feature simplifies access to groups you frequent, streamlining your navigation experience.
Create Posts, Polls, and Questions
Posts: Posts gives you the opportunity to share updates to the Chatter. You can add styles, lists, images, emojis, mentions, links etc into your chatter post. You can link records and even attach upto 10 files to the post. Click share to share the post. When you post to your profile feed, anyone who has access to your profile can see your post. And anyone who is following you is notified of your activity.
Polls: Chatter publisher offers the option to create a one question poll on your profile page. Whoever has access to your profile page can see the poll. On the Chatter page, the poll’s available to the people who follow you. In a private group, the poll’s available to members of the group. In a public group, anyone can take the poll.
Question: Posting a question provides a direct appeal to the community most likely to offer the right answer. By using the question publisher, you give your inquiry a distinct, bold format, enhancing its visibility.
Global Search and Feed Search
When seeking information swiftly in Chatter, two search options come in handy.
Global Search: This feature scans the entire organization and provides results only from areas accessible to you. It allows you to narrow down your search by specifying the type of object you’re looking for.
Feed Search: If you’re hunting for specific information within the current feed, Feed Search is your go-to. It’s particularly useful for uncovering essential details hidden within active conversation threads.
To learn more, click Salesforce Chatter.
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
