These are technical notes I compiled while studying using Trailhead, Salesforce's free self-learning portal.
Get Started with ChatterIdentify Chatter publisher features. Enable Chatter email notifications. Locate and describe org settings for Chatter.
- System-generated posts about record updates are called “Feed Tracked Changes,” or FTCs
- Chatter email settings can be modified from Setup > Quick Find > Email Settings
- Chatter is a Salesforce collaboration tool to help users work efficiently across the organization regardless of role or location
- To help users stay on top of important discussions without being overwhelmed by email, Salesforce recommends notifying a user when someone mentions them in a post or a comment or posts to their profile.
Work with Chatter GroupsDescribe groups. Find and use group administrative features. Create public and private groups.
- Groups are the main collaboration space in Chatter.
- Groups can be Public, Private, Unlisted (invitation only and don’t appear in lists/search results), or Broadcast Only (make announcements only)
- Groups can be organized around projects, topics, or business lines, for example. Example groups:
- All Company (public—internal facing)
- [Project Name] Team (private)
- Competitive (public—internal facing)
- Product Feedback (public)
- Marketing (private)
- Sales (public—internal facing)
- [Customer Name] Meetings (private)
- [Department Name] Policies (broadcast—internal facing)
- Accessible from the Groups tab in Salesforce
- Each group has an auto-generated Group Email that users can use to post to the group feed through email.
- Groups have a “Group Layout” page layout similar to record page layouts. Access and modify via: Setup > Quick Find > “Group Layout”
- Group Managers have the same rights and privileges as the Group Owner
Enable Feed TrackingDescribe feed tracking. Enable and configure feed tracking for an object.
- Feed Tracking is a way of seeing changes to records that users follow. Many objects are tracked by default, and any object can be added.
- Feed Tracking must be enabled for an object for Chatter to be available to it. The only exceptions to this rule are Group, Site, and User objects.
- Up to 20 fields/object can be tracked, but tracking too many will create too much noise in users' feeds.
- Enable Feed Tracking via Setup > Quick Find > Feed Tracking
- Feed Tracked Changes are bundled together when at least three FTCs with the same parent ID are formed within a specified time. The default is 1440 minutes.
Approve Records from a Chatter FeedEnable approval requests in Chatter. Create a template for approval posts. Create a simple approval process using the Jump Start Wizard.
- Approval Requests can be tracked in Chatter. Enabling this should be done in the following series of steps:
- Enable approval requests in Chatter. Setup > Chatter Settings > Allow Approvals checkbox
- Create an approval post template. Setup > Quick Find > “Post Templates” > Post templates
- Create an approval process.
- Enable feed tracking.
- Post Templates help to standardize approval posts that appear in Chatter
Develop a Rollout StrategyIdentify the top priority use cases for Chatter in your org. Put together a launch plan for Chatter. Decide whether to turn on Chatter for all users in your company or do a profile-based rollout.
- For many companies, Chatter represents a cultural shift and requires champions at all levels of the organization to make adoption a success.
- Salesforce recommends these champions include: Executive Sponsor, Evangelist, Community Manager
- Example Chatter use cases:
- All-Hands Chatter group
- #CorporateGoals Chatter topic
- A series of quick polls to gauge employee reaction to a company directive
- A Competitive Strategy Chatter group where you can share insights on your competitors
- An Event Planning Chatter group where you can collaborate while planning a department event
- Reference other best-practices for Chatter rollout here
- Download Salesforce Chatter dashboards to monitor adoption
- A Chatter launch plan should include advertising and explaining Chatter to your users so they get excited about what’s coming.
- A profile-based Chatter deployment can be useful to larger organizations because it allows for a controlled, department-by-department deployment.
- Involves controlling access by profile or permission set