What is Salesforce Chatter?

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  • Опубліковано 27 лип 2024
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    What is Salesforce Chatter? In this video, we explain what Chatter is, its major features, and how you can use it in your own org.
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КОМЕНТАРІ • 22

  • @user-lg3he8ew7k
    @user-lg3he8ew7k 6 місяців тому

    What a small world! Great video - Thanks for the overview.

    • @Rotive
      @Rotive  6 місяців тому

      Hey Chelsea! You never know who you're going to run in to! haha. I hope the video helped and you're well.

  • @tradyrumy
    @tradyrumy 16 днів тому

    One question: how do we add filters in chatter for example all posts, internal only posts , external visible posts?

  • @past59
    @past59 2 роки тому +2

    Great content as always! Thanks!

    • @Rotive
      @Rotive  2 роки тому +1

      Thank you for the comment!

  • @rodrigobrandao644
    @rodrigobrandao644 8 місяців тому +1

    This video is GREAT: Im struggling to find the option Post to: This opportunity. I can only see the option to All with access ...:(

    • @Rotive
      @Rotive  8 місяців тому +1

      Thanks Rodrigo! Perhaps you have Experience Cloud enabled? If you do, it gives you the option to post to just internal users or to all with access. Not 100% sure though.

    • @rodrigobrandao644
      @rodrigobrandao644 8 місяців тому

      @@Rotive I do have Experience Cloud enabled, Im searching for that option to allow internal user to post. Thank you for the help.

  • @user-he8pw7kt5z
    @user-he8pw7kt5z 11 місяців тому

    Wonderfull videos and explainantions , Thank you 🥰👏

    • @Rotive
      @Rotive  11 місяців тому

      Glad they are helpful! Thank you for watching.

  • @muhammedjasim3543
    @muhammedjasim3543 Рік тому +1

    Awsome

  • @keviha
    @keviha 10 місяців тому

    Great video. Our account manager & sales roles want the ability to use the +follow feature to follow cases as well as have a report/list view of all followed cases. Thoughts on how to accomplish?

    • @Rotive
      @Rotive  10 місяців тому

      Thanks! Reporting on chatter is pretty limited. Best bet is to add that follow functionality and direct your team to chatter feeds in the chatter tab. They can see updates from cases they follow there. It's more of a stream than a report though.

  • @kruthig4560
    @kruthig4560 2 роки тому

    Thank you for the great content! Do you know if the email sent on @ mentions can be customized? like include a header and footer to it?

    • @Rotive
      @Rotive  2 роки тому +1

      You can customize those notification a little bit. It's very limited. You can only add footer text and your logo. Not much, but better than nothing. Here is a help article on it: help.salesforce.com/s/articleView?id=sf.collab_admin_email_settings.htm&type=5

    • @Rotive
      @Rotive  2 роки тому

      Also, thank you for the kind comment! Let us know if you'd like us to answer a Salesforce question for you.

    • @kruthig4560
      @kruthig4560 2 роки тому

      @@Rotive thank you for your kind response! I did try out the logo and footer, however I wanted to know if I can add a html content in footer rather than a plain text and add a header as well. Seems like it is not possible at the moment! Thank you for sharing the link.

  • @tony251
    @tony251 11 місяців тому

    best explanation, covered all required /important items in short video. thanks

    • @Rotive
      @Rotive  11 місяців тому

      Appreciate the feedback!

  • @crazyvlogs2366
    @crazyvlogs2366 Рік тому

    In which object the files uploaded through chatter are stored in classic experience? It would be great help if you can reply

    • @Rotive
      @Rotive  Рік тому

      Hey Crazy Vlogs, That is a good question. I think it's uploaded to the standard Files area and then related to the specific chatter post. Click on the Chatter tab and then go to Files on the left sidebar.