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* Chatter Adoption & Best Practices *

Welcome! This group is dedicated to your success with Salesforce Chatter. Join the conversation here to stay up to date on the product, learn best practices, and everything in between. Use this group to review resources, ask questions, help each other, and share experiences. --------------------------------------- This group is maintained and moderated by Salesforce employees. The content received in this group falls under the official Forward-Looking Statement: http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx
Liviu Munteanu (CloudSprint Technologies)
Nov 6, 2024, 6:19 PM
Add "Feed Filter" feature to the Chatter Feed in Cases

Hello Salesforce Community,

 

I’m looking for a way to filter the Chatter feed to display only specific types of updates, such as posts or customer emails, and exclude other details that aren’t relevant to our engineers.

I found documentation indicating that a filter tool can be added to the Chatter Feed in Cases. However, after following the outlined steps, our feed is still showing all information, including records we prefer to hide.

 

Our goal is to exclude items like Case Status Tracking records and time logs, keeping only posts and emails from customers visible. (See attached screenshots for examples of the records we’d like to filter out.)

 

Is there any way to achieve this?

 

Thank you in advance for your help!

 

Best,

Liviu M.

Add

 

Screenshot 2024-11-06 at 20.16.15.png

4 answers
  1. Henrique Barbosa
    Jun 3, 1:16 PM

    Hi, to enable this, I changed to Salesforce Classic, on Case Page Layout I converted the Case Feed Layout to Case Layout and assigned the new Converted Case Layout with Feed View.  

     

     

     

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Elissa Stern (Salesforce Administrator at Lions Clubs International)
Oct 16, 2024, 3:11 PM
Chatter translation

I have just enabled Chatter in our experience cloud site. We have the google translate option there, which is fantastic, as we have users communicating in 14 languages. Is there a similar functionality for Chatter internally? We have internal users communicating with external users and if the external user's language is not English, the internal users will need to have the comment/post translated. 

Chatter translation

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Elissa Stern (Salesforce Administrator at Lions Clubs International)
Oct 23, 2024, 3:08 PM
Delete Chatter posts autogenerated by feed tracking

We turned on Chatter but feed tracking on the object name was not disabled prior to enabling it. I have since unchecked the object name on the feed tracking, but I would like to be able to delete these auto-generated posts. I have tried to export the chatter posts using data loader (feed item object), but they don't seem to be exporting. Is it possible to bulk-delete these?

2 answers
  1. Logan Boardman (N/A)
    Oct 23, 2024, 4:34 PM

    Yes it's possible to export records in the 'FeedItem' object, I had no trouble doing so. As an example, you can filter the records using the following fields:

    type= 'Tracked Change'

    If you want to export feeditems related to cases use: parentId starts with '500'

    Or if the relevant feeditems are related to accounts use: parentId starts with ' 001'

    Each object has a different prefix...Yes it's possible to export records in the 'FeedItem' object, I had no trouble doing so.

    You can then delete these FeedItem records using DataLoader.

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Elissa Stern (Salesforce Administrator at Lions Clubs International)
Oct 15, 2024, 3:16 PM
Where to set default post visibility?

Is there a way to set a default "to" in chatter to "All with Access" and remove any other options? I searched the documentation and cannot find anything that mentions where this stems from and how to edit it.

 

Where to set default post visibility?

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Dawn Fisher (Principal Product Manager at Black Duck) asked in #Sales Cloud
Aug 24, 2023, 4:02 PM
Chatter feed related object creation "Card"

Hi all, I have chatter feed tracking enabled in my org and I can alter the fields that display in the "view more details" button via the Compact Layout. But I need to be able to alter the pre-amble text and the record link. Has anyone found a way to do this/is it possible?Chatter feed related object creation

 

chatterviewmore.jpg

 

@* Chatter Adoption & Best Practices *

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Nestor Alejo-Gonzalez (Salesforce Administrator at Rite-Hite)
Apr 8, 2024, 8:48 PM
Chatter Email Notification Settings

My Chatter email notifications' From Name, Email Address, and Logo do not reflect what I have in the Email Settings for Chatter. Any idea what other settings affect Chatter Emails? 

2 answers
  1. Nestor Alejo-Gonzalez (Rite-Hite)
    Apr 9, 2024, 2:00 PM

    @VINAY KUMAR K When I @ mention myself my Chatter emails come in from an email and name that I do not have listed in the Email Settings. When I get my Daily Digest, that does come from the email/name that I have listed in the Email Settings. I am trying to figure out why my Chatter emails are coming from 2 different names/emails.

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Helen Lueck (Solution Architect, Senior at Offprem Technology)
Mar 19, 2024, 2:43 PM
Formatting Chatter Groups in Experience Site

Is there a way to format how a chatter group is displayed in an Aura Experience Site? The administrator wants to hide the members of the site. Can you only display the feed and the shared files? Is this possible without code or at all?

@* Experience Cloud *

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Nitu Vadapalli (Salesforce at Riveron Consulting LLC)
Mar 13, 2024, 6:32 AM
I am stuck on one issue related to schedule flow.

I am stuck on one issue. All the updated records in account of same account manager need to be grouped and send only one email to the Account manager in the salesforce on every Tuesday.Need to create a scheduled flow.Pleas help...

1 answer
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    Mar 13, 2024, 6:41 AM

    @Nitu Vadapalli wonder if you need a scheduled flow as such.. or can it be done by a scheduled report (assuming you need to inform less number of account managers).

     

    if scheduled report.. then you can create an account report with filter as

     

    account owner = account manager's name

     

    and last modified date = Last 7 days.

     

    save and subscribe the report to send email to required recipients every tuesday

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Mayank Suryavanshi (Software engineer at Techmatrix consulting)
Feb 21, 2024, 10:05 AM
Users are not getting daily digest emails

Hi All,

I have disabled all the chatter settings and only enabled for user to receive digest email.

Few users are not getting digest emails can someone help me if i am missing anything.

Please find the SS of the personal setting as well as the email setting-

Users are not getting daily digest emails

3 answers
  1. Katie Stull (GOJO Industries)
    Feb 23, 2024, 9:26 PM

    We had this happen to some of our users when they switched us to Hyperforce.  They got the daily digest day of switch and then didn't after, whereas others were unimpacted. We pulled our email logs and saw the same report behavior the user described. 

    When I contacted support, they could not determine why or who was impacted, nor that it was caused by the switch.  The suggestion was to make a change on their Chatter notifications setting and follow a new record or group after doing so.  When we did this the impacted user then began receiving the digest again.  We still don't know who isn't receiving notifications that should be based on what they follow. Left to only help those who noticed. 

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Celine Doan (Customer Communtiy Manager at Talentsoft)
Aug 24, 2021, 8:44 AM
Upload video, gif to Chatter -engage more-

Hi all, I am looking for engaging more the chatter (with our various Groups) like Facebook .

As you know, video is one of the best engaging format in a Community, so could it be possible to add Videos, or else Gif in a post? (or a preview from a native video? or Youtube?) Because my team can only add picture, link or poll.  Thanks for your tip!

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