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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

Katrina Gate

Hi all I'm currently implementing a new process for a team that is on the edge of our SF usage reach. They interact frequently with non-SF internal users and I'm contemplating using Chatter to bring their interactions into the application. I'm wondering what your experiences are of rolling out Chatter to non-SF users - and weaning people off emails! We currently don't use Chatter at all, and I'll need to really sell it internally to change current email-based workflow. Many thanks Katrina More

11 days ago · 5 comments · 2 likes

Orchay Naeh

Hi all, i was hope i can find the answer here :) when creating collaboration group/chatter group, we receive a post that informs us about creation of a new chatter group in the general chatter. however a trigger on feeditem can't catch it or just wont reflect it in the trigger context, is there another way to catch it? (1) . Another question: Can we reflect members that join or quite the a chatter group via configuration only? without using apex to post a feed item from flows/async triggers on collaborationgroup/collaborationgroupmember ( they cause mix DML when are synchronic ) Thanks Naeh Orchay More

19 days ago · 0 comments · 0 likes

Sunil Neurgaonkar

⭐️ [Live Webinar] Salesforce Adoption and Migration Masterclass with @Kelly Walker ⭐️ Are you facing issues with Salesforce Adoption or Migration? Are you curious about the best practices and tools used by the top companies in their Salesforce implementation? Then, this is a must-watch session for you. Date - Wednesday, July 15, 2020 Time - 11 AM ET | 3 PM GMT More

2 months ago · 2 comments · 2 likes

Sierra Dommin

Hi, I'm trying to figure out how to change and add the types of records that can be linked-to in Chatter via the "/". Can anyone guide me as to how to do that? Thank you! Sierra More

2 months ago · 2 comments · 0 likes

Xavier Théodoloz

Hi all - today there is no standard functionality to auto follow records based on criteria. There's an idea for this: https://success.salesforce.com/ideaview?id=08730000000Gp0dAAC If found 2 apps that seem to partially cover this (Chatrules and ChattoMate) but would like to hear from the community if there are alternative options Thanks! More

2 months ago · 0 comments · 0 likes

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