To get the most out of Salesforce Chatter itโs best to understand the areas in which you can collaborate and communicate with your company. In my past Chatter posts I have walked through how and where you can post information so that your teammates can be updated on what you are working on. This week, I shall focus on how you can view information that is posted by your colleagues by simply clicking the icon.
The ย ย icon simply allows you to follow. So, what and who can we follow? Well the answer is almost everything! ย With Salesforce Chatter all users and public record such as an individual account or opportunity record, which has been enabled by your administrator can be followed. This means that whenever something changes in that record, youโll be notified in real time in your news feed. This allows you to personalise your Chatter to the information that is relevant to you.
So lets take a look at how you can follow records.
Click Follow on a:
Record detail page, in the record feed above the Followers list
Personโs Following list, next to the record
When you follow a record you see updates to the record in your Chatter feed.
To stop following a record, click on the record detail page or on the recordโs hover. After you stop following a record, you donโt see future updates to the record in your Chatter feed.
Click Follow to follow a person wherever you see the personโs name in Chatter, for example on the:
Personโs profile page
People list view
Personโs hover
Recommendations list
Followers and Following lists
To stop following a person, hover over the personโs name and click next to Following. When you stop following a person, you donโt see future updates from that person in your Chatter feed.
For more information on following Records and Users click the link below.
Salesforce Chatter: Who are you Following?
Or if you want to chat about Salesforce Chatter possibilities within your company, pop Desynitโsย Shaun Holmesย a call.
Iโll see you next week for more cloud tech tips.
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