How to Turn On Chatter in Salesforce - dummies

How to Turn On Chatter in Salesforce

By Tom Wong, Liz Kao, Matt Kaufman

Chatter is automatically enabled for all new customers in Salesforce. However, if you subscribed a long time ago or turned it off, then before your company can begin using Chatter, your system administrator has to make some minor changes to your Salesforce configuration.

The first step in using Chatter is activating it in Salesforce Setup. Follow these steps:

  1. Choose Setup→Customize→Chatter→Settings.

    The Chatter Settings page appears.

  2. Select the Enable check box.

    Several more sections appear.

  3. Review the fields that have defaulted to having the check box selected.

    • Allow Group Archiving: This allows groups without any activity over 90 days to be archived so that Groups clutter is minimized. Sometimes people create groups for one-time events, and this keeps information without letting people join or add to the conversation. You can search for them if needed.

    • Allowing Emails and Email Replies: These two check boxes allow Chatter users to get e-mail notifications of Chatter posts and let them reply via email, too.

    • Allow Rich Link Previews: When people post a URL, a preview of a photo or video from that URL is shown.

    • Allow Approvals: Allows people to use Chatter to confirm an approval, which is part of a formal workflow process.

    • Allow Customer Invitations: This allows Chatter users to invite people outside of your company’s e-mail domain into your organization via a private group. They won’t have access to anything outside of that group.

If some of your users want external people to be invited into a private Chatter group, pause for a moment and think about that external user’s user experience. Is this a great way to collaborate on a project? Will they mind having to log in to a different system on a regular basis to share information? What if they have their own instance of Salesforce — will they get mixed up logging in to two organizations’ Chatter conversations each day?

Every situation is different, and you can’t control 100 percent of it. But make sure that your employees know that adoption by the external person is highly dependent on the context and expectations set.