How to Post on Chatter, Salesforce Collaboration Tool

 Jun 28, 2021

Chatter is a Salesforce real-time collaboration application that allows users to work together, talk to each other, and share information. You can follow people, establish networks and share files in real-time. Chatter connects, engages, and motivates users to work efficiently across the organization, regardless of role or location. You can use Chatter in any browser and on any device. The mobile app offers a powerful interface for collaboration anywhere. Chatter lets users collaborate on sales opportunities, service cases, campaigns, and projects with embedded apps and custom actions.

Salesforce Chatter is available in the Lightning Experience and in Classic, but not in all Classic orgs. All standard licenses allow for free chatter access to everyone in the org. There are also Chatter specific licenses that give users access to a more robust set of features.

Here’s how you can post to Chatter. In this example, we’ll post to Chatter in the Opportunity object: 

  1. Within the Opportunity object, go to the Chatter tab. 
  2. Select Poll, Post, or Question. 
  3. Enter the content you want to post. If you’re posting to chatter using the Post option, you can mention users using @ and attach records with /. 
  4. Select Share to post. 
How to Post to Chatter - Post Screen

If you need help getting the most out of Chatter or learning about licensing, you can always contact us. You can learn more about us, we’re an Austin-based Salesforce Consulting partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Thanks for stopping by the Roycon Salesforce blog, be sure to subscribe. Thanks for reading and as always, happy building!

Daniel Gonzalez

Daniel Gonzalez

Regional Sales Manager

Over the last 7 years, Daniel has touched most roles in terms of Salesforce Implementations including being a customer, project manager, architect, app-builder, and solution designer. He's not only passionate about the technical side of Salesforce but also about educating clients on the best way to have a successful engagement with a partner.

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