Part 9: Become a Master of Chatter
In Part 9 of my series on Salesforce Administrator Guide: Propelling your Career Forward, I want to talk about a useful tool that can often be overlooked,even by advanced Admins and companies that have had Salesforce for a while. That awesome tool is called Chatter!
Chatter is a messenger tool utilized within Salesforce so your end users can better communicate without leaving the platform. Want to leave a note for your manager on a record that can send them an email, notifying them immediately? Need to pull in colleagues from other departments to collaborate on a specific record, such as a customer support case? Or need to send messages automatically via Process Builder on certain records? All of the above - and more - can be done in Chatter. You can have private groups, public groups, and make posts on object records and user records. End users have the ability to dictate how frequently they receive emails on posts, so they’re not feeling overwhelmed. And, you can follow records that are of interest, such as a big customer, or someone you need to keep an eye on.
Image: Your Sales team can quickly reach out to a user or group by tagging them on a record
While I could write many posts on the use cases of Chatter, for now, I want to go over how you, as an Admin, can navigate through some of the different areas of Chatter more efficiently.
How do you turn this thing on?
Chatter must be enabled in your org, and there are settings that can be established, as well, before users can jump in and start making posts, questions or polls. By navigating to Setup > Quick Find and searching for “Chatter”, you can quickly find the “Chatter Settings” tab.
Image: Chatter Settings must be enabled before it can be utilized
This is where you will enable Chatter, if it is not enabled already, and can turn on special features, such as Draft Posts, which allows users to draft instead of sending right away, or allow for approval requests to be sent in chatter as well. There are many other features that make the end user experience more valuable that are nestled here on this page, but this is not the only area of Chatter you should be familiar with. Next, let’s look at the Chatter app itself, and the functionality it contains.
What can I do in the Chatter App?
The Chatter app is where you will spend most of your time when it comes to working within Chatter. The app contains tabs that allow you to set up groups that can be tagged in Chatter (such as the Sales Management group in our first image above), see a list of chatter posts related to records you’re following, and allow you to determine how frequently you see emails related to chatter. In some cases, it makes sense to see every post, but other times, you may only need a daily digest.
Image: In the Chatter App, you can access groups, people, and how frequently you receive emails from Chatter
Assisting your end users will more than likely occur in the UI, and areas such as the privacy of their posts, how they adjust email notifications for Chatter, and how to tag certain groups. It’s just as important to feel comfortable with the Chatter App as it is with Chatter Settings.
This is just the absolute surface of Chatter, and it’s a great tool to learn. You can find out more in this awesome Trailhead called Chatter for Lightning Experience!