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How to Post on Salesforce Chatter Like a Pro – Comprehensive Guide for Newbies

Updated: Jan 2

How to Post on Salesforce Chatter

Want to utilize the incredible capabilities of Salesforce Chatter? But don’t you know how to post on Salesforce chatter?

Fret not! If you're new to Salesforce Chatter and want to learn how to post on Salesforce Chatter, you've come to the right place. This guide is specifically tailored to address all your concerns.

Whether you're a seasoned professional or a curious newcomer, this comprehensive beginners' guide will walk you through the step-by-step process. Together, we'll uncover the secrets of Chatter mastery and show you how to compose engaging posts that spark conversations and connect people.

So, are you ready to dive into the world of Salesforce Chatter and unlock its collaborative wonders?

Let’s begin!

Salesforce Chatter: An Overview

Get ready to revolutionize your collaboration game with Chatter, the real-time collaboration application from Salesforce!

Imagine a digital playground where users comfortably connect, communicate, and share vital information in the blink of an eye. With Chatter, you can effortlessly follow colleagues, forge valuable networks, and exchange files in real time, unleashing the power of teamwork like never before.

No matter whether you prefer browsing on your favorite web browser or staying connected on the go with the mobile app, Chatter ensures a seamless experience across all devices.

Additionally, Chatter collaborates on sales opportunities or service cases to coordinate campaigns and projects, embedding apps and custom actions and transforming every task into a catalyst for success.

Besides, you can experience Salesforce Chatter in both the Lightning and Classic interface, although it's important to note that not all Classic organizations support Chatter.

Every member of your organization can enjoy complimentary access to Chatter with Salesforce standard licenses.

How to Implement Chatter in Salesforce Lightning Experience

Salesforce Lightning is an advance and intuitive user interface (UI) provided by Salesforce. It offers a refreshed and enhanced user experience compared to the classic Salesforce UI.

Now, let's explore the step-by-step process of implementing Chatter in Salesforce Lightning:

Step # 1: First, go to the “Setup” option, click the “App Launcher,” and search for “Salesforce chatter.” Now, click the Salesforce chatter.

How to use chatter in salesforce lightning, step # 1.

Step # 2: After selecting the Salesforce chatters, locate the “Chatter” option on the navigation bar and click on it.

How to use chatter in salesforce lightning, step # 2.

Step # 3: If you’re a beginner to the Salesforce chatter and want to create a group, follow the below instructions:

  • Start by clicking the “Drop-down menu” of the group object.

  • Then select the “New group” option.

  • After choosing the new group button, the new group dialogue box will open.

  • Fill in the required information and set the group name like the “Technical USA group.” Then enter the remaining details and click the “Save & Next” option.

  • Further, upload the group photo if you want to upload, otherwise click the “Next” option.

  • After choosing the next option, add the members to the group if you want. Choose your preferred members and select “Done.”

  • And your group is created successfully.

Step # 4: Once the group is created, it will be showcased as a post on the Chatter page, highlighting its presence for all members to see and engage with.

How to use chatter in salesforce lightning, step # 4.

How to Implement Chatter in Salesforce Classic

Salesforce Classic is an old (traditional) Salesforce user experience and served as the primary interface before the introduction of Salesforce Lightning. So, to harness the power of Chatter in Salesforce Classic, follow the step-by-step instructions provided below:

Step # 1: Start by clicking the “Setup” menu at the top left corner of your Salesforce classic interface. From there, click the “Chatter” option available on the navigation bar.

How to use chatter in salesforce classic, step #1.

Step # 2: After selecting the chatter button, you'll notice a Message option on the left-hand side. This message box allows you to send direct messages to individuals or groups within your organization.

How to use chatter in salesforce classic, step # 2.

Step # 3: Direct your attention to the left side, where you'll find the Feed option. Within the “Feed,” you'll see the "What I Follow" option. Click this option to view posts from the people and groups you follow.

Besides, there’s another option named "To Me." Click this option to view any messages directed especially toward you, ensuring you stay informed about relevant conversations.

Step # 4: Lastly, to explore and engage with other people and groups within your organization, click on the "People and Group" option. This feature connects and collaborates with individuals or teams across your organization.

How to use chatter in salesforce classic, step # 4.

What is a Salesforce Chatter Feed?

A Chatter Feed is a dynamic collection of published posts facilitating communication and collaboration within Salesforce. There are multiple ways to access Chatter Feeds:

  1. The Chatter tab: You can navigate to the Chatter tab to view and engage with the Chatter Feed.

  2. Record pages: Chatter Feeds can also be accessed from specific record pages, allowing you to have focused discussions about a particular record.

  3. Customized display: You can flexibly display the Chatter Feed in other locations, such as on the “Home” tab or any chosen location within Salesforce.

You can use the Chatter Publisher to create different posts, including standard posts, questions, and polls. Once you share a post, your colleagues can like, comment, or share it, promoting active collaboration.

Furthermore, bookmarking posts provides a convenient way to refer back to important content from a centralized location, ensuring easy access and quick reference.

How to Post on Salesforce Chatter

Below are the steps by following them you can effortlessly post on Salesforce chatter:

  1. Click the “Chatter” tab.

  2. Now select the “Share an update” field and submit your post (You can also add website links to your posts.)

  3. To share a website or link, enter its URL.

  4. After entering the link, click the “File” tab above your post to upload (post) a file.

  5. Next, proceed by choosing "Upload a file" and then select the "Browse" option.

  6. Choose the file you like to upload and select “Open.”

  7. Lastly, click the “Share” option to publish your post.

Sum Up

This comprehensive guide has provided valuable insights and step-by-step instructions on how to post on Salesforce Chatter like a pro.

Whether you're a newbie or looking to enhance your Chatter skills, this guide has covered everything you need to know. From accessing Chatter in Salesforce Lightning or Classic to creating posts and engaging with colleagues, you now have the knowledge to maximize your collaboration and communication within the Salesforce ecosystem.

By following the tips and best practices outlined in this guide, you can confidently navigate Chatter and utilize it effectively to streamline workflows, share information, and foster meaningful connections.

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