Chatter

• Chatter is a way for any user to tag someone, similar to tagging in social media.  The person who is tagged will get an email taking them right to the record page where they are tagged
  • Example: A user has created a new AAA change request.  The admin has a couple quick questions and so the admin will tag that person in chatter.  The user will get an email with a link that brings them directly to that record 
  • When the change request is completed, the user who made the request will get tagged in chatter to let them know the request is complete
• To tag someone in chatter, simply type @and the person's name - you will see their name appear.  Click on their name to tag them, type any other information needed, and click the 'Share' button

Finding a Chatter Post

• Ways to find chatter posts:
  • Notifications - click on the bell at the top of the page next to your profile picture
  • Chatter Feed
    • Chatter should be in your tabs listed toward the top of the page.  You can also click on the app launcher  and search for chatter to navigate to your feed

Chatter Email Notification Settings in Salesforce

• Each user can set their own preferences on getting chatter notifications
  • You can choose to get an email each time you are tagged in chatter, or you can turn this feature off
    • Click on your profile picture at the top of the page and click on Settings