May 18, 2024

How to Use Salesforce Chatter

Salesforce logo

Salesforce Chatter is a powerful enterprise social networking platform that enables organizations to collaborate securely and effectively. It connects every employee with the files, data, and expertise they need to work efficiently. Here’s a step-by-step guide on how to use Salesforce Chatter:

Step 1: Access Chatter

After logging into your Salesforce account, you can find Chatter on the top navigation bar or the left-hand side under the "App Launcher." Click on it to open the Chatter feed, where you’ll see posts and updates from other users.

Step 2: Follow People and Records

Start by following your colleagues and other key personnel within your organization. You can also follow records, such as opportunities, cases, or custom objects, to receive real-time updates on any changes or comments. To follow, simply go to the record or profile and click on the "Follow" button.

Step 3: Create Posts and Comments

To share information or ask questions, you can create a post in your feed. Click in the "Share an update…" box, type your message, and then click "Share." You can mention other users by using the "@" symbol followed by their name to direct a post to them, ensuring they receive a notification. To comment on a post, click "Comment" beneath it, type your message, and then click "Comment" again to post it.

Chatter allows you to share files and links with your team. You can upload a file directly within a post or share a link to external content. Click on the "File" or "Link" icon when creating a post, select the file or paste the URL, and share it with your team.

Step 5: Create and Join Groups

Groups in Chatter help bring together individuals with shared interests or who are part of the same project. To create a group, click on "Groups" in the Chatter menu, then "New Group." Fill out the details and select the privacy level for the group. To join an existing group, find it in the Chatter menu and click "Join."

Step 6: Customize Your Chatter Settings

You can modify your Chatter settings by clicking on your profile picture and selecting "My Settings." Under "Chatter" you can manage your email notifications, determine how you receive updates, and adjust additional preferences.

Step 7: Collaborate on Documents and Projects

With Chatter, you can collaborate in real-time on documents through Salesforce Files. When viewing a shared file, click on "Collaborate" to start a conversation specific to that document. You can also attach files to specific projects or opportunities to ensure the pertinent information is readily accessible.

The key to getting the most out of Salesforce Chatter is to stay active and engaged. Regularly post updates, participate in discussions, and share valuable insights and resources. With these steps, you’ll be well on your way to harnessing the full potential of Salesforce Chatter to improve collaboration and communication within your organization.