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Chatter Adoption and Best Practices

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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

Shyam Bansal ☁️

Hello Trailblazers, @Chatter Product Group @* Chatter Adoption & Best Practices * I need help on migrating chatter feed from one salesforce org to another salesforce org. 1. How to tag @mention while migrating feedItem records? 2. How to migrate chatter feeds which are of TrackChange type? Thanks in advance. Regards, Shyam B. More

2 days ago · 0 comments · 0 likes

Will Lear

Hi All, Does anyone know if it is possible to use the Salesforce search engine to search the Chatter database for anytime an object was mentioned? It seems you can only do this with #Topics. The purpose of my request is so that we can educate our team to use the mention (/) feature in Chatter when discussing an object (account, opportunity, contact etc.) so that employees can search objects just like #topics over time without having to clutter up your feed by following them. For example: 1. User posts on Chatter mentioning the Account object ABC Company "@product management - In our last account review meeting, /ABC Company said they were not satisfied with their service" 2. 6 months later, the customer cancels their subscription and management wants to scrape Chatter to see if there were any leading indicators that they missed by searching for ABC Company in the search bar I guess it's possible to substitute the (/) mention with a #topic but if you have 200+ items for every object, opportunities for errors skyrocket - if someone misspells an object name or abbreviates an object name in the form of a #topic data management/governance and the effort of creating standardized objects goes out the window. I apologize if this has already been mentioned or fixed - I also could be missing something :) Thanks! Will More

11 days ago · 0 comments · 2 likes

Ali Jeffords

Chatter config question: Our end-users will be functioning heavily in cases and record creation and I do not want their Digests to be inundated with the cases they've created. I want it to be used as a tool to connect with one another via mentions, groups, etc. In the email settings, it's easy to configure for the latter items I mentioned, but nowhere do I see how to remove cases from digest. Can anyone advise? Thanks! More

17 days ago · 0 comments · 2 likes

Sunil Neurgaonkar

Have you registered for the Digital Adoption Extravaganza of the season? Well, we are bringing a 3 day, first-time ever, Digital Adoption Summit to you from 26-28 May. And the best part about it is that you can watch the summit: - At your own comfort - At your own pace - At free of cost We have 3 Salesforce experts (@Eric Dreshfield, @Tigh Loughhead, @Chris Gardner) speaking at the summit along with 30+ luminaries across Digital Transformation, L&D and People Process, Sales Enablement and Effectiveness, and of course, Digital Adoption. Register here - https://bit.ly/3dnkwVt Whether you are a Manager looking to ensure employee effectiveness or an Exec looking for ideas on Digital Transformation, a Director/VP looking to ensure adoption of technology in-house, or an inquisitive individual intrigued about how organizations do world-class digital adoption, this is a summit that’s designed specifically for YOU. Psst..we have some really exciting swags up for grabs too! https://bit.ly/3dnkwVt More

18 days ago · 1 comments · 3 likes

David Piperato

I apologize if this is the wrong forum but I posted this question elsewhere and somebody referred me here. If anybody can help me with this issue, I would really appreciate it. I'm attempting to build a partner community that would allow the facilities we contract with to be able to communicate with us more easily (our current communication is all through email threads). The way that most of our in-house communication is done is through the chatter feed on the opportunity record. The problem is that I need to be able to communicate with multiple external users (contracted facilities) concerning a single opportunity, but I can't have them seeing each other's or internal chatter that is on that feed. As a workaround, I'd like to create separate objects related to the opportunity (each approval object would be specific to the facility profile with which we need to communicate) and enable chatter for the partner users only for those objects. So they would not be able to see the chatter on the opportunity, only on the related object that they have access to. Is this possible? As a separate issue, can external users chatter internal users and vice versa? Any help is very much appreciated. Thanks! More

1 month ago · 3 comments · 0 likes

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