Why chatter

Visit the AppExchange. Related Blog Posts. How to Use Product Schedules to Improve Your Revenue Recognition If your revenue recognition forecasts are little more than an educated guess or even a stab in the dark , then this article is for you. Popular Apps. GSP Target Tracker. View on AppExchange. GSP Sales Dashboard. GSP Revenue Schedules. Popular eBook. Get the eBook. If your revenue recognition forecasts are little Many people tell me how it's difficult to Tracking how a prospect's lead score changes People feel good when their successes are shared throughout the company.

Think about how you might use Chatter to encourage and celebrate your staff. When a major gift officer hits an important milestone, call them out!

When a program officer solves a tricky client issue, thank them for a job well done. As is always the case with Salesforce, there is much more to learn about Chatter! Why Chatter is Great for Nonprofits. June 13, Laura Maker. Working in committees Like Facebook, Chatter allows you to create groups for different topics or initiatives.

Collaborating on a grant application Chatter is also great for collaborating on specific records, such as a grant application. Reward users that do something cool on Chatter. It shows that Chatter is the best way to collaborate, and inspires people to use Chatter in new and innovative ways.

You can load new users one at a time, or all at once, using the Data Loader wizard. Use the Data Loader to automatically have users follow key company leaders. You can read more about the Data Loader here. You can use the Data Loader for this. Post these documents to the system admin's feed and then update the group description with links to these documents. Chatter groups reduce email, make collaboration and project management easier, and are a great way to keep up with your team.

Here are some groups that have been successful at other companies. Add all employees to this group to discuss companywide topics and make announcements. Connect customer-facing employees with competitive and product experts in your company to crowdsource answers and beat the competition.

Create groups where all the key players on a deal can collaborate more easily on presentations, agendas, and products. Learn more about the leading social network that gets real work done.

What is Chatter? Get everyone on Chatter. Three ways to get people engaged. Add all employees to Chatter. Add new users one at a time. Turn on invitations. Let employees invite co-workers to join them on Chatter for free. The group feed provides a central point of communication for all group members. In the feed, group members can talk to each other, raising the visibility of information and creating a record that members can visit again and again.

Over time, Chatter becomes your company's memory. It connects people across departments and geographies. It gets people talking and makes them feel connected, powerful, and recognized. Initially, a profile page is a blank canvas. Encourage your users to personalize their profiles.

For example, have them add a realistic profile picture and some information about themselves. It helps people to recognize each other, connect, and collaborate. The user goes here to see posts from the people, topics, files, and records they have followed. The Overview tab 1 shows information about that user Skills and About Me. The Recognition tab shows the badges, like the Thanks badge, the user received from others. You and your users may see other tabs besides Feed, Overview, and Recognition on the profile page.

The Contact section 3 is where users go to update their profile picture, contact information, and About Me content. Users can also update About Me on the Overview tab. The Chatter publisher appears not only on your profile page, but also on the Home tab, Chatter tab, and group and record detail pages. Users can post updates, attach a file or a link, publish a poll, or ask a question.

The More menu can provide even more options, like posting a special thank you badge to thank a coworker for an assist. Unlisted groups and group records are disabled by default.

We enable them under Setup on the Chatter Settings page before we create our groups. Private Chatter groups are a great way for product teams to collaborate and share confidential information.

Private groups can also have external members. For example, create a private group to collaborate with customers or subject matter experts outside the company. You create a private group the same way you create a public group, but you assign different access levels.

Private groups that allow customer members have a visual reminder on the group picture—an orange Private With Customers banner.

For example, if your company has less than 16 Chatter users, all users automatically follow each other and up to 25 most recently used records. If your company has 16 users or more, they automatically follow up to 25 of their most recently used records.

They also automatically follow up to 25 users in the company, including:. For example, to follow or unfollow a person, hover over their name anywhere in the application and click to follow or to stop following. Everything comes together on the Chatter tab, where different views and filters let your users choose the updates they see in their feeds.

In your Chatter organization, context is key. Encourage your users to always consider the context of a post. Users can keep the default notifications you set up, or they can configure their own email settings. Too many email notifications are a pain point for many Chatter users and a common barrier to adoption. To navigate to the Email Notifications page, users click the down arrow next to their name at the top of any Salesforce page and select My Settings.

To receive Chatter mail, Receive emails must be selected. The following sections describe configuration settings you can suggest to your users to avoid Chatter email overload. Strongly advise your users to be selective about their personal email settings. Encourage them to enable notifications that help them stay on top of important discussions without overwhelming them with too much email.

Users get notified when people send private Chatter messages, including notifications about files that have been shared with them.

They can choose to receive personal or group digests on a daily or weekly basis, and some digest settings are customizable. Personal digests include the updates users see in their own Chatter feed.

For example, users see updates about the people, records, and files they follow and the groups they belong to. A Chatter feed combines the Chatter publisher and the feed. The publisher appears on the Home and Chatter tabs, the user profile page, and group and record pages.

Your users can use the publisher to write a post 1 , ask a question 2 , and create a poll 3. They can also perform other actions that you make available to them on the More menu 4. The file is uploaded to the group, and group members can click the link in the post to open the file. The file also appears under Group Files on the right side of the page. When your users follow people and records, they see posts, comments, and updates about them in their Chatter feeds.

Chatter feeds appear on profile and group pages, the Home tab, topic pages, and on record pages. Typically, people see feed updates for:. There are several ways for users to add topics. The fastest way is to use a hashtag. Users can click a topic to see all other content that was tagged with that topic. They can also search for a topic and find all posts they can access that include that topic.

Besides clicking or searching for a topic, users can click Topics 3 to navigate to the topics list. The topics list shows the topics that people are talking about in your organization. All topic names appear in this list, including topics used solely in private groups or on records. Users can navigate only to content they have access to.