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Chatter Adoption and Best Practices

Welcome to the Customer Success Ohana! This group is dedicated to
Chatter adoption resources and best practices. Join the conversation here to ask questions, get answers, stay updated and share experiences.

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Recent Posts

Tim Plucinski

Not sure if this is the right place to ask this, but is there something different that needs to happen to create a Chatter Free or Chatter External user in a sandbox environment? I've tried to create a user via setup and by inviting a person to a group, but it's now working. When I try and save the user from setup, the page just kind of refreshes when I click save and nothing happens. When I try and create a user via invitation, it errors our during the account creation process. Chatter is enabled, but no luck. Any thoughts? More

3 days ago · 0 comments · 0 likes

Steven LeSage

Hi all! I'm tasked with onboarding my company onto Chatter, as a part of their pilot Salesforce Field Service roll-out. Are there any (new-ish, concise) Chatter tutorial videos from Salesforce (that aren't 7 or 8 years old)? More

27 days ago · 0 comments · 5 likes

Tiffany Wheeler

I am looking for ways to make chatter more engaging for the team (like Facebook) being able to post images, post gifs etc. without having to download and save images first and then upload. Is there an easier way to do it? Also being able to have a picture attached with each group name, we want them to be creative and fun. Within different groups have sections like Announcements, Events, Saved or Favorites, Post photos. Any help would be greatly appreciated. Thanks. More

28 days ago · 1 comments · 2 likes

Gayathri Challagundla

Hi there, I need help for the Super badge "Lightning Experience Reports & Dashboards Specialist". Received below error when tried to launch and process it. Even after creating the "SolarBot" picklist on Object Opportunity it is not able to pick it. Am I missing anything here? Please guide me. Thanks. More

1 month ago · 7 comments · 0 likes

Steve Soltis

I am looking for best practices for chatter. We are thinking of creating chatter groups for tracking project work. - Should we create one group for all projects and keep track of the projects with hashtags? - If we create a single group, should we add all users (about 40 currently in our org) or only add them as they are part of the active projects being run in the group? - Should we create a group for each project. Then to keep the groups list cleaner, we could archive the group when done. They should still be searchable. Any other suggestions? More

1 month ago · 4 comments · 0 likes

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Chatter · Lightning · Salesforce · Best Practices · Chatter Adoption · Chatter Questions · Topics · Chatter Free · Salesforce Adoption · Chatter Desktop