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Set up Chatter

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Summary
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To set up Chatter, an administrator must:

  1. Enable and configure Chatter.
  2. Optionally, enable or disable archiving for Chatter groups.
  3. Turn on coworker invitations so that users can invite coworkers without Apto licenses to join Chatter for your organization.
  4. Customize feed tracking for objects and fields tracked in Chatter feeds.
  5. Optionally, do any of the following.
    • Add the People, Profile, and Groups tabs to standard and custom apps so users can see these tabs in their apps.
    • Add any custom tabs and specify which tabs users see on the Profile page.
    • Populate the Manager user field for each user.
    • This allows Chatter to include a person's manager and direct reports in their people recommendations. It also allows Chatter to recommend records that someone's manager and direct reports own or follow.
      NoteThe Chatter, People, Profile and Groups tabs are available by default in the Chatter app.
       

Enable and configure Chatter

Chatter is enabled by default for organizations created after June 22, 2010.

  1. From Setup, click Customize | Chatter | Settings.
  2. Under Chatter Settings, select Enable. Deselect to disable Chatter.
  3. Click Save.

Enable or disable archiving

When group archiving is enabled:

  • Feed activity in groups is reviewed on a weekly basis. If a group has no new feed posts or comments for 90 consecutive days, it is archived automatically.
  • Group owners and managers can archive, activate, or edit the automatic archiving settings for their groups. Users with the "Modify All Data" permission can perform these actions in any group.
  • In the Salesforce1 app, the ability to archive, configure automatic archiving, and activate groups is not available by default. To enable this functionality, customize the group layout and add the necessary fields.
  • Archived groups that you own, manage, or belong to display in the My Archived Groups filter on the Groups tab. To find other archived groups in your organization, you can use global search, run a report, or use the Apto API and query the is Archived field on the Collaboration Group record. The field value is true for archived groups.
  • You can change automatic archiving settings only at the individual group level, on the group settings page. To change the archiving settings for multiple groups at once, use the Apto API.
  • Archived groups count toward your organization's group limits (10,000), but not toward a user's group membership limits (100).

Disable group archiving if you need more time to prepare your organization for archived groups. To disable or re-enable group archiving:

  1. From Setup, click Customize | Chatter | Settings, then click Edit.
  2. In Chatter Group Settings, deselect Allow Group Archiving to disable archiving for groups, or if you're re-enabling the feature, select that option.
  3. Click Save.

When you disable group archiving, it prevents automatic and manual archiving of groups, but previously archived groups aren't activated. Group owners, group managers, or users with the "Modify All Data" permission can activate archived groups at any time, even after you disable group archiving.

Turn on coworker invitations

You must enable Chatter before you can enable invitations.

Invited users can access Chatter people, profiles, groups, and files but can't see record data unless they have an Apto license.

  1. From Setup, click Customize | Chatter | Settings.
  2. Click Edit.
  3. Select Allow Coworker Invitations.
  4. Click Add more to add company email domains.
  5. You must provide at least one email domain. You can add up to 200 domains. The domains you enter should include those used in email addresses for your company. We recommend that you don't enter public email domains such as hotmail.com, yahoo.com, or gmail.com. If invited, anyone with an email address in these domains can join and see user profiles, feeds, and Chatter groups.
  6. Starting in June 2011, invitations are automatically turned on for new Apto organizations and the Company Email Domains field is populated based on the first user's email address. Invitations aren't turned on if the user's domain is a free email provider such as yahoo.com or gmail.com.
  7. Click Save.

If you deselect Allow Coworker Invitations, users can't accept outstanding invitations. Similarly, if you remove an email domain, users can't accept outstanding invitations from that domain.

Customize feed tracking

You can configure feed tracking for users, Chatter groups, topics and standard objects such as: Accounts, Article Types, Assets, Properties, Comps, Listings, Contacts, Dashboards, Events, Reports, and Tasks.

  1. From Setup, click Customize | Chatter | Feed Tracking.
  2. Select an object.
  3. Select Enable Feed Tracking. You must have the required user permissions to see this checkbox.
  4. To restore the default feed tracking settings for an object, click Restore Defaults.
  5. Select up to 20 fields to track. You can't select fields for article types.
  6. If you have publisher actions enabled, you see the All Related Objects option. Select this checkbox to show feed items when related objects are created.
  7. Click Save.

The following standard field types can't be tracked:

  • Auto-number, formula, and roll-up summary fields
  • Encrypted and read-only system fields
  • The Expected Revenue field on opportunities
  • The Solution Title and Solution Details fields on solutions; these fields display only for translated solutions in organizations with multilingual solutions enabled.
Click this link to get a full overview of how to use chatter: Salesforce Chatter Guide
 
Next: Set up Chatter Desktop

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