Working with Salesforce Chatter:
What is Salesforce chatter? Chatter in
salesforce allows you to collaborate the people with each other in your
organization. You can connect with your coworkers and you can share
information securely in real time. You can create groups like Facebook
groups such public groups and private groups and you can invite your
coworkers to join those groups by using salesforce chatter. And also you
share your comments, add images and you can like others comments/posts.
By default Salesforce chatter is enabled
now in Salesforce (Organizations created after 22nd June 2010). If this
is not enabled to your organization and if you want to enable this
setup follow below steps.
Make sure that you have “Customize application” user permission to do this setup.
1. Login to Salesforce.
2. Setup -> Customize -> chatter -> settings and ‘enable’ chatter under chatter settings and save.
See the below screen for reference.
Once you enabled chatter, by default
Global header will be enabled to your organization. And also by default
you may fallow few users and records.
By enable chatter few additional profile permissions will come at profile/permission set level. Those are
App Permissions:
Salesforce Chatter:
When you enable this functionality automatically this application
permission will be enabled for all your profiles in slaesforce. If you
don’t want to give this application permission to some profiles, you can
disable this permission.
Tab Permission:
Chatter : When you
enable chat functionality, this tab will automatically enable (default
on) to all profiles in your organization. If you don’t want display this
to some profiles you can hide this tab.
Administrative permissions: Chatter
Internal User, Create and Own New Chatter Groups, Invite Customers to
Chatter, Moderate Chatter, and Manage Chatter Messages.
General User permissions: Create and Share Links to Chatter Files, Insert System Field Values for Chatter Feeds.
Important notes when you enable chatter in salesforce:
- After enabling this you will see new
look and feel. Global header will enable there you can search your
sobject records, chatter feeds, Groups and users.
- All users will automatically fallow when you enable this for organization with 15 or fewer users.
- This functionality is automatically available for salesforce1 apps when you enable in your org.
- Few standard publisher action available when enable this. And also you can create your own publisher actions.
There are many more interesting things about salesforce chatter. See reference to more about salesforce chatter.
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