What is Salesforce Chatter?

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Rotive - Brian Hays

Rotive - Brian Hays

Күн бұрын

Пікірлер: 26
@ManuelVillalobos10
@ManuelVillalobos10 3 ай бұрын
Hey there! Quick question: if a Contact or Account has multiple opportunities (let's call them A and B), is it possible to see updates made in opportunity A reflected in opportunity B? By the way, great video!
@rodrigobrandao644
@rodrigobrandao644 Жыл бұрын
This video is GREAT: Im struggling to find the option Post to: This opportunity. I can only see the option to All with access ...:(
@Rotive
@Rotive Жыл бұрын
Thanks Rodrigo! Perhaps you have Experience Cloud enabled? If you do, it gives you the option to post to just internal users or to all with access. Not 100% sure though.
@rodrigobrandao644
@rodrigobrandao644 Жыл бұрын
@@Rotive I do have Experience Cloud enabled, Im searching for that option to allow internal user to post. Thank you for the help.
@claire_lu1219
@claire_lu1219 2 ай бұрын
Great video! Do you know is there any way to set account owners to mass follow their account records?
@Rotive
@Rotive 2 ай бұрын
You could use a Flow for this. Whenever an Opportunity is created, the Flow would then create an Entity Subscription record relating the owner to the new record. developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_entitysubscription.htm
@ChelseaErwin-h1g
@ChelseaErwin-h1g 11 ай бұрын
What a small world! Great video - Thanks for the overview.
@Rotive
@Rotive 11 ай бұрын
Hey Chelsea! You never know who you're going to run in to! haha. I hope the video helped and you're well.
@tradyrumy
@tradyrumy 5 ай бұрын
One question: how do we add filters in chatter for example all posts, internal only posts , external visible posts?
@Rotive
@Rotive 4 ай бұрын
I'm not sure we have that ability. Chatter feeds are limited compared to other records and lists in Salesforce. Have you seen anything saying otherwise?
@keviha
@keviha Жыл бұрын
Great video. Our account manager & sales roles want the ability to use the +follow feature to follow cases as well as have a report/list view of all followed cases. Thoughts on how to accomplish?
@Rotive
@Rotive Жыл бұрын
Thanks! Reporting on chatter is pretty limited. Best bet is to add that follow functionality and direct your team to chatter feeds in the chatter tab. They can see updates from cases they follow there. It's more of a stream than a report though.
@past59
@past59 2 жыл бұрын
Great content as always! Thanks!
@Rotive
@Rotive 2 жыл бұрын
Thank you for the comment!
@FreshtaNaimi
@FreshtaNaimi Жыл бұрын
Wonderfull videos and explainantions , Thank you 🥰👏
@Rotive
@Rotive Жыл бұрын
Glad they are helpful! Thank you for watching.
@crazyvlogs2366
@crazyvlogs2366 Жыл бұрын
In which object the files uploaded through chatter are stored in classic experience? It would be great help if you can reply
@Rotive
@Rotive Жыл бұрын
Hey Crazy Vlogs, That is a good question. I think it's uploaded to the standard Files area and then related to the specific chatter post. Click on the Chatter tab and then go to Files on the left sidebar.
@kruthig4560
@kruthig4560 2 жыл бұрын
Thank you for the great content! Do you know if the email sent on @ mentions can be customized? like include a header and footer to it?
@Rotive
@Rotive 2 жыл бұрын
You can customize those notification a little bit. It's very limited. You can only add footer text and your logo. Not much, but better than nothing. Here is a help article on it: help.salesforce.com/s/articleView?id=sf.collab_admin_email_settings.htm&type=5
@Rotive
@Rotive 2 жыл бұрын
Also, thank you for the kind comment! Let us know if you'd like us to answer a Salesforce question for you.
@kruthig4560
@kruthig4560 2 жыл бұрын
@@Rotive thank you for your kind response! I did try out the logo and footer, however I wanted to know if I can add a html content in footer rather than a plain text and add a header as well. Seems like it is not possible at the moment! Thank you for sharing the link.
@tony251
@tony251 Жыл бұрын
best explanation, covered all required /important items in short video. thanks
@Rotive
@Rotive Жыл бұрын
Appreciate the feedback!
@muhammedjasim3543
@muhammedjasim3543 2 жыл бұрын
Awsome
@Rotive
@Rotive 2 жыл бұрын
Thanks!
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