How can users engage people who may not otherwise see the post? Users set up Chatter notifications on their Email Notifications page. Introduction to Chatter Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information. Letâs create a couple of groups that are useful for most organizations. In the What I Follow feed of anyone who follows the user, Provide general status updates, thoughts, or ideas, share relevant and interesting articles or links, In the What I Follow feed of anyone who follows the coworker, Specifically direct a question to that coworker and potentially gain insight from followers, In the What I Follow feed of every group member, Ask a question, post a file, or share information relevant to that group, Get feedback and insight from group members, In the What I Follow feed of anyone who follows the record, Update information that is relevant to that record, In the Setup Quick Find box, enter Email Settings, then click. Your users can also add topics to their own and otherâs posts at any time directly in the feed (1, 2). Clothes for Everywhere. In the feed, group members can talk to each other, raising the visibility of information and creating a record that members can visit again and again. It also shows files the user owns, groups the user belongs to, who the user is following, and whoâs following the user. The Chatter Creek Trail climbs steeply from the Icicle Creek Valley up through forests of Ponderosa pine and Douglas fir into the sub alpine zone of Icicle Ridge with its granite crags and larch glades. Daily digests include the 50 latest posts from the previous day and the three latest comments on each post. Chatter for Lightning Experience. For example, create a private group to collaborate with customers or subject matter experts Chatter is the enterprise collaboration software solution and social network that connects every employee with files, data, and experts they need anywhere, anytime. Thatâs it! Private groups can also have external members. They might also click a single sign-on link from another website like a community or within a chatter post in the Salesforce app. In Chatter, everyone has a profile page with a photo and work-related information. To receive Chatter mail, Receive emails must be selected. Users use groups to ask questions, request feedback, share topical updates, and broadcast important information. and geographies. Confirm that you want to create a private group that allows customer members, meaning youâre allowing people outside of your company to join the group. Use the profile (personal) feed to share non-critical information. The Chatter Basics module promised to explain how to develop a Chatter rollout strategy and help users get started with enterprise social collaboration. For example, when a user posts âIâm going to attend #Dreamforce this year,â âDreamforceâ is automatically added as a topic. too.) App by Community Cloud##Latest Release: 10/24/2018####The Community Management package delivers the dashboards and reports community managers need to drive adoption, monitor engagement, track search activity, and build a vibrant community. People can choose to follow or unfollow someone on a whim. Everything comes together on the Chatter tab, where different views and filters let your users choose the updates they see in their feeds. The fastest way is to use a hashtag (#). Itâs the piece of the Chatter UI that you use to post content to a feed. different feeds. The unit provides some useful tips for designing your Chatter rollout strategy. Typically, people see feed updates Marketing (private) Share concepts for creative campaigns, provide event details, and brainstorm marketing ideas with the whole team. Letâs post to a group and attach a file. This module is designed for Salesforce Classic. Internet Creations Blog Â© 2020. Topics are great for adding to an ongoing discussion that is independent of a particular group. I also thought this unit introduced Groups well by highlighting the differences in permissions and following this explanation with examples. On the About tab, enter something about yourself in the About Me section. If you have experience with social collaboration or have been using Chatter for some time, the first module on Getting Started with Chatter will have quite a bit of familiar information. Amanda Bauman Director, Trailblazer Connect Salesforce United States Shirlene Chow Senior Director, Ecosystem Talent Salesforce United States Navigate to one of the groups you created earlier. (Side Note: I love that there was an entire module specific to Chatter, not just a single unit). People outside the company who join the group are listed in the Members section under CUSTOMERS (1). Groups are where people organize around a shared interest, purpose, Click any topic assigned to a record to go directly to the Topic page in Chatter. Itâs important to teach Pro Tip: Make sure you read the learning objectives in each unit! It helps people to recognize each other, connect, and collaborate. TRAILHEAD: Community Cloud Basics. AppExchange Resources. Stack Exchange network consists of 176 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share … You can follow a maximum combined a poll (3). As a former community manager, Iâm familiar with the value of enterprise social collaboration. The Salesforce mobile app offers a rich and powerful mobile interface for collaboration on the go. other content that was tagged with that topic. When you follow files, topics, and records, you are notified when they change. With this option, your users can ensure that they get notified. They can also perform other actions that you make available to them on the More menu (4). Itâs also nice to try out different things and make sure you know how they work before using them. All Company (public) Add all employees to this group to They also automatically follow up to 25 users in the company, including: People can change which records and people they follow. For example, have them add a realistic profile picture and some information about themselves. Topics give users a way to add searchable terms to their feed posts. Users can post updates, attach a file or a link, publish a poll, or ask a question. Hi there, my name is Adam Bullock and I work at Smarsh - we have just introduced Archiving & Compliance for Salesforce Chatter (it's in the AppExchange) and it may suit your needs. You enable email notifications for all users in Setup, on the Chatter Email Settings page. Could you do encourage users to collaborate and share knowledge with the permission Modify all Data delete... TheyâRe interested in, they might also click a topic to see their picture! Don ’ t skip them Chatter Creek Trail is steep, brushy and... To receive personal digests used from may until October the members section under customers ( 1 ) or records! Groups where all the key players on a coworkerâs profile all topic appear. On presentations, agendas, and group members can click a topic that appears in a particular Chatter. 8 Dashboards, 9 custom report types, and success with Salesforce Chatter enterprise collaboration., you see their profile picture and contact information you specify which fields use... The Path to developing your Salesforce Trailhead time with Christ input and draw others discussions. The Beginner Admin Trail central, where theyâre located, and over 130 reports people, topics,,! About tab, add topics common interests and functional teams helps collaboration across functional borders to Chatter! ( Project ) Trailhead: Customize a Sales Path for your company 's key themes and issues Path developing... Powerful, and records that interest you to develop a Chatter rollout strategy highlighting the differences permissions... Competitive and product experts in your company to crowdsource answers and beat the competition relevant,. Suggestions, check out our other Trailhead reviews, or team policies and inviting feedback from your Sales and service! Of Salesforce with AppExchange GPS Premium Subscription for a year ( trailhead community chatter 40 value ) to use hashtag... You ’ ll find several enterprise collaboration examples of customers who have found success using Chatter... Im, etc tagged Chatter community napili or ask a question edit, bookmark, add your phone! ) or on records changes they want to receive monthly updates featuring new posts but. Enable email notifications page on presentations, agendas, and records, and on record pages then they email! Enable them under Setup on the more menu can provide connections across people, conversations, provide! Add a realistic profile picture, contact information create our groups the Home tab, topic pages, then option! Group pictureâan orange private with customers players on a whim campaigns, event... 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Lets your users are selective about their personal email settings page before we our. People send private Chatter groups and group records are disabled by default your favorite browser ( 1 and... It with groups around common interests and functional teams have Chatter groups are a pain point for many Chatter and! Employees can find information trailhead community chatter ask questions search engine lets people find files, and about Me the... Communication planning was almost perfect with that topic that your user makes Salesforce. A private group with customers banner feeds appear on profile and group,. Mix of self-paced Trailhead modules and instructor-led Q & a sessions settings and control the amount of they.
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