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Collaborate With Everyone
Salesforce Spring

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Last updated March

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CONTENTS

Collaborate with Everyone
Collaborate Within Your Company
Collaborate with Partners and Customers
Collaboration Resources for Users

Index

COLLABORATE WITH EVERYONE

No man is an island even in Salesforce Complete tasks quickly and efficiently by collaborating with people either inside or outside of
your org

Here youll find information on collaboration tools like Chatter Salesforce CRM Content and even documents Theres no limit to what

you can accomplish with othersfigure out the best way to do it here

IN THIS SECTION

Collaborate Within Your Company
Stay current with whats happening in your company Share your knowledge in Chatter posts and comments collaborate in groups
and access files and data across your organization
Collaborate with Partners and Customers
Share updates with customers and partners in Chatter groups
Collaboration Resources for Users
In addition to online help Salesforce publishes printable documentation to help you learn about our features
Chatter Messenger and Chatter Desktop Are Retired
Help for Chatter Free Users
Help for Chattercom Users
Help for Chatter External Users

Collaborate Within Your Company
Stay current with whats happening in your company Share your knowledge in Chatter posts and comments collaborate in groups and
access files and data across your organization

IN THIS SECTION

Share Updates with People in Chatter
Share updates with coworkers collaborate in Chatter groups and view record updates
Create Share and Organize Files
Post files to feeds and records share files with customers and organize files into folders and libraries
Salesforce Chatter for Windows Anniversary Edition Users
Salesforce Chatter is a downloadable app for Windows Anniversary Edition users Salesforce Chatter combines Chatter feeds and
posting functionality with the power of an app optimized for Windows users

Share Updates with People in Chatter
Share updates with coworkers collaborate in Chatter groups and view record updates

Collaborate with Everyone

Share Updates with People in Chatter

IN THIS SECTION

Welcome to Chatter in Lightning Experience
Whether youre new to Chatter or switching from Salesforce Classic Chatter in Lightning Experience offers tons of useful features
Use Chatter to communicate with colleagues gain insight into your company and preserve your tribal knowledge
Chatter Overview
Use Chatter features like feeds profiles groups and more to share information collaborate and keep up with the latest updates in
your company
Get Started with Chatter
Connect with people and share business information securely in real time
Work with Feeds
Stay uptodate on the posts and comments that you and other people make as well as the record changes across your Salesforce
organization
Chatter Streams
Chatter streams are custom feeds that you create by combining multiple related feeds into one feed Look for streams on your Chatter
home page Create up to streams that each combine posts from up to different feeds and feed types Create streams that
combine feeds from people groups and records like accounts opportunities cases and more
Work with Posts
Share information and collaborate with other people inside and outside your organization
People in Your Organization
Update your personal profile and view the profiles of other people in your organization
Records and List Views
Configure your follow settings for records view a Chatter feed on a list view and learn more about record recommendations
Collaborate in Chatter Groups
Use public private or unlisted Chatter groups to collaborate with specific people in your company
Private Messages
Use Chatter messages for secure private conversations with other Chatter users
Chatter Questions
Got questions Use Chatter Questions to post a question to a feed then watch the answers roll in

Welcome to Chatter in Lightning Experience
Whether youre new to Chatter or switching from Salesforce Classic Chatter in Lightning Experience
offers tons of useful features Use Chatter to communicate with colleagues gain insight into your
company and preserve your tribal knowledge
Depending on how your org is configured you can find Chatter everywhere It can be on records
of all types its the fundamental collaboration space for your groups You can access Chatter on
your mobile devices But lets start with the Chatter tab which is its home

EDITIONS

Available in Lightning
Experience
Available in Essentials
Group Enterprise
Professional Performance
Unlimited Contact
Manager and Developer
Editions

Collaborate with Everyone

Share Updates with People in Chatter

The Chatter tab gives you quick access to some useful feeds like What I Follow To Me Bookmarked Company Highlights and My Drafts

Select a feed to place it front and center on the Chatter tab

The What I Follow feed shows post activity on all the people groups and objects that you follow For example if you follow John

Smith you see the things John Smith posts to all the feeds that you have access to Typically the What I Follow feed is the default

feed If youre following fewer than things though the Company Highlights feed becomes your default
The To Me feed shows the posts where youre mentioned and the posts to your user profile page
The Bookmarked feed shows the posts that you have bookmarked The Bookmarked feed gives you easy access to the posts you
want to revisit
The Company Highlights feed shows you the most active posts across your organization You can use it to find more things to

follow Once you follow more than your default feed changes to What I Follow

The My Drafts feed shows posts that youre working on but havent saved You can use the My Drafts feed to perfect a message
and then post it or reconsider a message and toss it out
The Chatter tab in Lightning Experience shows the five Chatter streams that you visited most recently Click the Streams heading to
open a list page that shows all your streams Streams offer a way to combine different but related feeds into one super feed For example
lets say you want to read everything thats posted about a project youre working on With streams you can combine feeds from the
groups working on the project the topics discussing it the people assigned to it You can add any feed type thats related to the project
Suddenly instead of visiting many different feeds to get the whole story you have this one stream you can go to for everything Create
up to streams that each combine posts from up to different feeds Create streams that combine feeds from people groups and
records like accounts opportunities cases and more
The Recent Groups list links you to the last five groups you visited and gives you a way to create groups on the spot With Recent Groups
its easier than ever to get to the groups you visit most often
In the right column of the Chatter tab Einstein Recommendations lists people groups and objects that Einstein recommends to you
You can follow someone or something on the list or click Skip to dismiss one recommendation and invite another
Tip For accessibility every feed has a hidden Skip Feed link that you get to by tabbing Skip Feed skips you past the feed to the
End Feed tag From End Feed you can tab into the column that typically shows features like Einstein Recommendations and

Collaborate with Everyone

Share Updates with People in Chatter

Trending Topics The Skip Feed link follows the tab succession Sort by Search Filter if present Refresh this feed and then Skip
Feed

SEE ALSO

Get Started with Chatter
View a Particular Feed
Feed Sort and Filter Options
Chatter Streams
Chatter Groups
Create Chatter Groups

Chatter Overview
Use Chatter features like feeds profiles groups and more to share information collaborate and
keep up with the latest updates in your company

EDITIONS

Chatter works in accordance with all security and permission settings in your Salesforce organization
Chatter is enabled by default for organizations created after June For organizations that
were created before then your administrator must enable Chatter In Lightning Experience if you
dont see a Chatter tab you can search for Chatter in the App Launcher Click the result to open
Chatter

Available in both Salesforce
Classic not available in all
orgs and Lightning
Experience

Note In Lightning Experience most objects dont show a Chatter tab unless Feed Tracking
is enabled for the object The only exceptions are Group Site and User objects
Chatter is available on a perorganization basis Only users within the same Salesforce organization
can communicate with each other through Chatter You can add people outside your companys
email domains to use Chatter in your organization When you add external users to a group that
you own or manage they appear as customer users

Available in Essentials
Group Enterprise
Professional Performance
Unlimited Contact
Manager and Developer
Editions

Note We use company and organizationor orginterchangeably An organization is a single deployment of Salesforce
with a defined set of licensed users The words company and organization are used interchangeably in Chatter For example
lets say you see share a file with all Chatter users in your company It means youre sharing with everyone who uses Chatter in
the org
Chatter is available to customer users and partner users in Experience Cloud sites But its not available to portal users in partner portals
or Customer Portals
Some thirdparty browser plugins and extensions can interfere with the functionality of Chatter If you experience malfunctions or
inconsistent behavior with Chatter disable the browsers plugins and extensions and try again
Chatter isnt supported
In unsupported browsers
For external users in Customer Portals or partner portals
In the Console tab
Posts and comments that users make in Chatter are retained during the entire time that a customers applicable org remains provisioned
We reserve the right to enforce limits on
The number of systemgenerated tracked feed updates Currently tracked feed updates that are older than days and have no
likes or comments are deleted automatically The tracked feed updates no longer appear in the feed However if auditing is enabled
for a tracked field the audit history for that field is still available

Collaborate with Everyone

Share Updates with People in Chatter

The number of email notifications that can be sent per org per hour
The limits are subject to change Contact Salesforce for more information

IN THIS SECTION

General Chatter Allocations
Limits and allocations for Chatter features by edition and browser
Chatter Limits
Chatter Feature Availability
Lets compare the Chatter features that are available in Lightning Experience Salesforce Classic Experience Builder sites and the
Salesforce mobile app
Differences Between Chatter in Lightning Experience on Desktop and Mobile
Not every Lightning Experience feature is in the Salesforce mobile app Find out whats different in Chatter between desktop and
mobile experiences

General Chatter Allocations
Limits and allocations for Chatter features by edition and browser

Chatter Allocations by Feature
These allocations are subject to change Contact Salesforce for more information
Feature

Allocation

Groups a user can join

Groups in your org

Members in a group

Unlimited

Characters in the Information field in a group

Groups

Max size of email when posting to a group by email including MB

text and attachments
Attachments you can include in a post to a group by email

Mentions in a single post or comment

Characters in a mention search string

for a persons first and last name combined
or for a group name

Characters in single post or comment

In richcontent posts tags are included
in this count even though theyre arent shown

Characters in a question

and the count is shown answers can have
characters and richcontent tags are
included in the answer character count

Feeds

Collaborate with Everyone

Share Updates with People in Chatter

Feature

Allocation

Email notifications sent after you like or comment on a post

Bookmarks

Unlimited

Favorites

People topics and records you can follow

Maximum posts you can see in your feed at any given time

The most recent posts This limit doesnt
apply to profile group and record feeds

File attachment size

GB

Times a file can be shared

Files

People and Profiles
Profile photo size

MB

People you can add to a chat

People you can add to Chat My Favorites

Characters in a Chatter message

Skills assigned to a user

Characters in a skill name

Topics on a single post

Topics on a single record

Characters in a topic name

Topics on articles

Skills

Topics

You can join up to groups and your org can have up to groups Archived groups count toward your orgs group limits
but not toward a users group membership limits

You can follow a maximum combined total of people topics and records To see how many items youre following view the
Following list on your profile
Posts and comments that users make in Chatter are retained during the entire time that a customers applicable org remains provisioned
We reserve the right to enforce limits on
The number of systemgenerated tracked feed updates Currently tracked feed updates that are older than days and have no
likes or comments are deleted automatically The tracked feed updates no longer appear in the feed However if auditing is enabled
for a tracked field the audit history for that field is still available
The number of email notifications that can be sent per org per hour

Collaborate with Everyone

Share Updates with People in Chatter

Chatter Browser Limits
Some thirdparty browser plugins and extensions can interfere with the functionality of Chatter If you experience malfunctions or
inconsistent behavior with Chatter disable the browsers plugins and extensions and try again
In the Spring edition of Lightning Experience on iPad Safari check your text editors for rich text editor support For example check
for support in a feeds publisher If you dont have rich text editor supportyou cant add an emoji or a hyperlinkyoure using an older
unsupported editor Talk with Salesforce Support about bringing in the Quill editor to replace it

Chatter Mentions Limits
You cant mention archived groups unlisted groups customer groups and private groups that youre not a member of If a person who
isnt a member of a private group is mentioned in a post or comment on that private group the mention link displays as gray and links
to the members profile page An exception is when the person mentioned has Modify All Data permission In this case the link displays
in blue and links to the members profile page However Salesforce security and sharing rules still apply People who arent a member
of a private group dont have access to the private group and dont see or get notified about any updates

Chatter Limits
Chatter Plus Feature

Allocation

Chatter Plus licenses in your org

Unlimited

Data storage per Chatter Plus user

MB

File storage per Chatter Plus user Professional Edition

MB

File storage per Chatter Plus user Enterprise Performance and Unlimited Editions

GB

Posts and comments that users make in Chatter are retained during the entire time that a customers applicable org remains provisioned
We reserve the right to enforce limits on
The number of systemgenerated tracked feed updates Currently tracked feed updates that are older than days and have no
likes or comments are deleted automatically The tracked feed updates no longer appear in the feed However if auditing is enabled
for a tracked field the audit history for that field is still available
The number of email notifications that can be sent per org per hour
The limits are subject to change Contact Salesforce for more information

Chatter Feature Availability
Lets compare the Chatter features that are available in Lightning Experience Salesforce Classic Experience Builder sites and the Salesforce
mobile app
Available in Lightning Experience Salesforce Classic Experience Builder sites and the Salesforce mobile app
Available in Essentials Group Enterprise Professional Performance Unlimited Contact Manager and Developer Editions

Collaborate with Everyone

Share Updates with People in Chatter

Chatter General
Feature

Lightning
Experience

Salesforce Classic

Chatter tab

Experience
Builder Sites

Salesforce App

Compact feed

Company verify answers

Direct messages

Edited marker

Feed caching
Feed moderation

Feed tracked changes
Filters
Find in feed
Follower list
Infinite scrolling

Liked By card

iOS only

Likes
Live comments

Mute and unmute

Notifications email
Notifications inapp

Quick actions composer
Recommendations

Seen by list on post

Share post
Share post link

Streams
Top rated answers

View count on post

Collaborate with Everyone

Share Updates with People in Chatter

Chatter Publisher
Feature

Lightning
Experience

Salesforce Classic

Experience
Builder Sites

Salesforce App

Attachments
Bookmarks
Code snippets

Code snippets in comments

Delete comment
Edit comment plain text
Edit comment rich text

Edit post

File publisher

Link publisher

Overflow menu

Poll publisher
Question publisher
Rich link previews
Rich publisher apps

Rich text comments

Rich text posts
Thanks

Topics
Upvotedownvote

Lightning
Experience

Salesforce Classic

Files in Chatter
Feature

Experience
Builder Sites

Content libraries in feed file picker

Files Connect

Inline images add to posts

Salesforce App

Copying inline images from external sources and pasting them into the editor isnt supported

Collaborate with Everyone

Feature

Share Updates with People in Chatter

Lightning
Experience

Salesforce Classic

Experience
Builder Sites

Salesforce App

Inline images add to comments

Multiattach in feed

Visibility control over files in records

Chatter Groups
Feature

Lightning
Experience

Salesforce Classic

Experience
Builder Sites

Salesforce App

Announcements

Customizable banner

Filter by unread posts

Live feeds

Post pinning

Chatter Profiles
Feature

Lightning
Experience

Salesforce Classic

Experience
Builder Sites

Salesforce App

Customizable banner
Hover card
Outofoffice setting

Differences Between Chatter in Lightning Experience on Desktop and Mobile
Not every Lightning Experience feature is in the Salesforce mobile app Find out whats different in
Chatter between desktop and mobile experiences

Feeds
When viewing feed items in the Salesforce mobile app you cant see
Live feed or live comment updates
Rich text formatting or code snippets in the main feed Salesforce for Android and Salesforce for

iOS only

EDITIONS

Available in Essentials
Group Professional
Enterprise Performance
Unlimited Contact
Manager and Developer
editions

Inline images in the main feedyou see a placeholder with the name of the image instead Salesforce for Android only

Copying inline images from external sources and pasting them into the editor isnt supported
Post pinning isnt available in compact feeds

Collaborate with Everyone

Share Updates with People in Chatter

Multiple attachments on an item in the main feedonly the first attachment is displayed Salesforce for Android and Salesforce for

iOS only

Previews of links in the main feed Salesforce for Android and Salesforce for iOS only

Bundled posts in the What I Follow feed Salesforce for Android and Salesforce for iOS only

Social feed posts Salesforce for Android and Salesforce for iOS only

The full content of posts shared from Lightning Experience when viewed in the main Chatter feed Salesforce for Android and Salesforce

for iOS only

The full content of posts shared from Lightning Experience when viewed in feeds on profiles Salesforce for iOS only

Note To see the shared content tap the View Post link in the shared feed item
When posting commenting or doing other work in feeds from the Salesforce mobile app you cant
Apply rich text formatting or include code snippets in feed items
Add more than one attachment to feed items
Edit all feed posts
Share posts mobile browser app only
Search in feeds on user profiles and records
There are some other features that arent available in Chatter in the Salesforce mobile app You cant
Switch the main feed to show only muted posts
Filter the main feed to show all updates fewer updates questions or only posts related to a specific object
Send or view Chatter messages
See recommendations
Add or view Chatter favorites
See Chatter activity statistics or Chatter influence status
Invite coworkers to sign up for Chatter
For external users receive Chatter push notifications

Get Started with Chatter
Connect with people and share business information securely in real time

IN THIS SECTION

Chatter Tab Overview
The Chatter tab gives you instant access to most of the collaboration features in Chatter
Chatter Desktop
Chatter Desktop is a free desktop application that lets you collaborate in Chatter without a browser Chatter Desktop was retired in
June
The People and Records You AutoFollow Initially
Like Posts and Comments
Like posts or comments to show your approval and receive email notifications if others comment on that post You receive notifications
only if youve selected to in your personal Chatter settings
Reply to Chatter Email Notifications

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