What is Salesforce Chatter?
Вставка
- Опубліковано 27 лип 2024
- ⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/live-flow-training
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.
▶️ SUBSCRIBE TO OUR UA-cam CHANNEL: go.rotive.io/youtube
🤖 LIVE SALESFORCE FLOW CLASSES: go.rotive.io/live-salesforce-...
⚡️ SALESFORCE COURSES:
→ The Salesforce Reporting Crash Course for Beginners: go.rotive.io/reportingcourse
→ The Pardot (MCAE) Course for Beginners: go.rotive.io/pardotcourse
→ DIY Pardot (MCAE) Implementation Course: go.rotive.io/diypardotimpleme...
→ FREE The Salesforce Validation Rules Crash Course for Beginners: go.rotive.io/validation-rules...
🍎 VIEW ALL COURSES AT ROTIVE ACADEMY: go.rotive.io/academy
-------------------------------------------------------
Rotive is an official Salesforce Partner that helps small businesses automate their processes.
📍 Visit our website: go.rotive.io/homepage
👍 Follow us on LinkedIn: go.rotive.io/LI - Наука та технологія
What a small world! Great video - Thanks for the overview.
Hey Chelsea! You never know who you're going to run in to! haha. I hope the video helped and you're well.
One question: how do we add filters in chatter for example all posts, internal only posts , external visible posts?
Great content as always! Thanks!
Thank you for the comment!
This video is GREAT: Im struggling to find the option Post to: This opportunity. I can only see the option to All with access ...:(
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.
@@Rotive I do have Experience Cloud enabled, Im searching for that option to allow internal user to post. Thank you for the help.
Wonderfull videos and explainantions , Thank you 🥰👏
Glad they are helpful! Thank you for watching.
Awsome
Thanks!
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?
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.
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?
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
Also, thank you for the kind comment! Let us know if you'd like us to answer a Salesforce question for you.
@@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.
best explanation, covered all required /important items in short video. thanks
Appreciate the feedback!
In which object the files uploaded through chatter are stored in classic experience? It would be great help if you can reply
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.