in implementation guides ~ read.
Collaboration

Collaboration

DOWNLOAD

First things first !
To download this implementation guide, click the download button below.
If you need more information about the implementation guide, you can read the Table of Contents below.

Download

Collaborate with Everyone
Salesforce Spring

salesforcedocs
Last updated February

Copyright salesforcecom inc All rights reserved Salesforce is a registered trademark of salesforcecom inc

as are other names and marks Other marks appearing herein may be trademarks of their respective owners

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

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 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 in the Salesforce cloud 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
Skype for Salesforce
Skype for Salesforce integrates Salesforce and Skype for Business so your sales and service reps can send and receive instant messages

and see colleagues availability without leaving Salesforce If Notes is enabled in your org reps can also save IM chats as notes and

attach them to Salesforce records Skype for Salesforce is available only if your business has a Microsoft Office Enterprise plan
that includes Skype for Business Online or a Skype for Business Online license
Cisco Webex for Salesforce
The Salesforce and Cisco Webex integration lets your sales and service reps connect with customers and colleagues without leaving
Salesforce When reps link their Cisco Webex account to Salesforce they can start audio and video meetings send messages share
files and see whos online

Collaborate with Everyone

Share Updates with People Chatter

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

IN THIS SECTION

Welcome to Chatter in Lightning Experience
The Chatter homepage in Lightning Experience gives you quick access to your most important feeds Use the Chatter homepage

to open your What I Follow To Me Bookmarked or Company Highlights feed The feed you select appears in the center of the

Chatter homepage The homepage also gives you access to your Chatter streams Under Streams you see links to the groups youve
visited most recently The right column shows Einstein recommendations tailored specifically for you
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 and in real time
Work with Feeds
Stay up to date on posts and comments you and other people make as well as 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 profile of other people in your organization
Records and List Views
Configure your follow settings for records view Chatter feeds on list views 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 in your Chatter feed then watch the solutions roll in

Collaborate with Everyone

Share Updates with People Chatter

Welcome to Chatter in Lightning Experience
The Chatter homepage in Lightning Experience gives you quick access to your most important

feeds Use the Chatter homepage to open your What I Follow To Me Bookmarked or Company

Highlights feed The feed you select appears in the center of the Chatter homepage The homepage
also gives you access to your Chatter streams Under Streams you see links to the groups youve
visited most recently The right column shows Einstein recommendations tailored specifically for
you
Heres a little more information about the feeds you see on the Chatter homepage in Lightning
Experience

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

EDITIONS

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

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 offers easy access to useful posts
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 Chatter homepage in Lightning Experience also gives you easy access to your Chatter streams Streams offer you an individualized
view of what you want to see 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 homepage 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
Trending Topics Whether a Chatter publisher is present 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

Collaborate with Everyone

Share Updates with People Chatter

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 of the security and permission settings in your Salesforce
organization Chatter is enabled by default for organizations created after June For existing
organizations your administrator must enable Chatter You can access the Chatter app in the app
menu in the top right corner of any page If your administrator added Chatter tabs to other apps
and you previously customized your display you need to add the tabs manually

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 only on a perorganization basis Only users within the same Salesforce
organization can communicate with each other using Chatter However you can add people outside
of your companys email domains to use Chatter in your organization as a customer in groups you
own or manage

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 who may or may not use Chatter The words company and organization are used
interchangeably in Chatter So for example if you see share a file with all Chatter users in your company it means youre sharing
with everyone who uses Chatter in a specific Salesforce organization
Chatter is available to customer users and partner users in Communities 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
On the other hand some thirdparty apps can assist you in managing your Chatter environment For example Chatter Blacklist lets you
create a blacklist of words phrases or custom expressions for example credit card numbers that are prohibited in Chatter posts and
comments Blacklisted words can be used to prevent a post switched out with approved words or phrases tracked for audit purposes
Note Salesforce Support doesnt provide troubleshooting for thirdparty applicationspackages unless specifically stated in the
applications provider information
Chatter is not supported
Using Microsoft Internet Explorer version
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
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
Allocations for Chatter features by edition and browser and mention limits

Collaborate with Everyone

Share Updates with People Chatter

Chatter Limits
Chatter Feature Availability
This table compares the Chatter features that are available in Lightning Experience Salesforce Classic Lightning communities and
the Salesforce app

General Chatter Allocations
Allocations for Chatter features by edition and browser and mention limits

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

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

Feeds

Files

People and Profiles

Collaborate with Everyone

Share Updates with People Chatter

Feature

Allocation

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

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

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

Chatter Mentions Limits
You cant mention archived groups unlisted groups customer groups and private groups 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 An exception
is when the person mentioned has Modify All Data permission In this case the link displays in blue 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

Collaborate with Everyone

Share Updates with People Chatter

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
This table compares the Chatter features that are available in Lightning Experience Salesforce Classic Lightning communities and the
Salesforce app
Available in Lightning Experience Salesforce Classic Lightning communities and the Salesforce app
Available in Essentials Group Enterprise Professional Performance Unlimited and Developer Editions

Chatter General
Feature

Lightning
Experience

Salesforce Classic

Chatter tab

Lightning
Communities

Salesforce App

Compact feed

Company verify answers

Direct messages

Edited marker

Feed caching
Feed moderation

Feed tracked changes
Filters

Collaborate with Everyone

Feature

Share Updates with People Chatter

Lightning
Experience

Salesforce Classic

Lightning
Communities

Salesforce App

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

Chatter Publisher
Feature

Lightning
Experience

Salesforce Classic

Lightning
Communities

Salesforce App

Attachments
Bookmarks
Code snippets

Code snippets in comments

Delete comment
Edit comment plain text
Edit comment rich text

Collaborate with Everyone

Feature

Share Updates with People Chatter

Lightning
Experience

Salesforce Classic

Lightning
Communities

Edit post

File publisher
Link publisher

Salesforce App

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

Lightning
Communities

Content libraries in feed file picker

Salesforce App

Files Connect

Inline images add to posts

Inline images add to comments

Multiattach in feed

Visibility control over files in records

Copying inline images from external sources and pasting them into the editor is not supported
Copying inline images from external sources and pasting them into the editor is not supported

Collaborate with Everyone

Share Updates with People Chatter

Chatter Groups
Feature

Lightning
Experience

Salesforce Classic

Lightning
Communities

Salesforce App

Announcements

Customizable banner

Filter by unread posts

Live feeds

Post pinning Beta

Chatter Profiles
Feature

Lightning
Experience

Salesforce Classic

Lightning
Communities

Salesforce App

Customizable banner
Hover card
Outofoffice setting

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

IN THIS SECTION

Chatter Tab Overview
The Chatter tab is your collaboration home base and 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 is retiring 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
Reply to Chatter Email Notifications
Navigate to Chatter Email Settings
Find your Chatter email settings so you can change your preferences for receiving email notifications and digests
Chatter Email Digests
Email digests conveniently summarize recent activity in Chatter so you dont miss important discussions You can choose to receive
daily or weekly summaries of updates from your personal feed or any groups feed

Post pinning isnt available in compact feeds

Collaborate with Everyone

Share Updates with People Chatter

Guidelines for Managing Your Personal Chatter Email Settings
Control the number of Chatter emails you receive by choosing the most important emails and the appropriate frequency of personal
and group digests

Chatter Tab Overview
The Chatter tab is your collaboration home base and gives you instant access to most of the
collaboration features in Chatter

EDITIONS

From the Chatter tab you can

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

Make a post thats shared with people who follow you or comment on someone elses post
Like posts or comments to show your support
Share a post to your profile or to a group or send a link to the post to other Chatter users in an
email or instant message
View filter and sort your feed on the left side to view posts from people and records you follow
and groups youre a member of posts that mention you posts you bookmarked or all posts
from your company
Search the feed to quickly find information in the feed posts and comments on the Chatter tab

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

Bookmark a post to keep track of future comments on the post or to remember to follow up
on the post later
Add topics to a post to categorize the post and give it more visibility
Access your people groups files and topics lists
View or update your profile such as your profile photo or your contact information
Read or send private messages that are only visible to certain people
Access your favorites to see the latest posts and comments for your favorite topics list views and Chatter feed searches
View your recommendations for people groups files and records that closely relate to your job and interests
View trending topics that people are discussing in Chatter right now
Invite people to join your Chatter network if they dont have Salesforce licenses to use Chatter

Chatter Desktop
Chatter Desktop is a free desktop application that lets you collaborate in Chatter without a browser
Chatter Desktop is retiring in June

EDITIONS

For more information see Chatter Desktop Retirement

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

Use Chatter Desktop to post and comment in Chatter and receive updates about your groups and
the people records and files you follow Chatter Desktop also supports chat private Chatter
messages and displays Chatter updates and private messages as popup notifications in your

Windows taskbar or Mac OS X Dock

Note Customer users can install and use Chatter Desktop but cant access all of its
functionality For example customer users cant follow users or records chat or access
administration options

IN THIS SECTION

Install Chatter Desktop

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

***