Chatter

Chatter Overview

Where We're Going - Chatter

Est. Time - 5 min.

Follow the animations to know where to click, or use the arrows at the bottom of the slide to advance to the next screen

Got it, let's jump in!

Overview

What is Chatter?

A foundational feature in GoSell for communication across functional and regional groups

Ask questions to recieve responses from your peers

Bookmark important updates that you want to review later

Subscribe to updates of specific collegues and leaders

In chatter you can...

Chatter not only provides you with a platform for collaboration in functional and regional groups, but it also enables streams of threaded conversations directly onto records such as Accounts, Contacts, Leads, Opportunities, etc.

What you can do with Chatter

Take a look for how to locate and utilize the Chatter feature

Okay, let's go!

Now that you know what you can do with Chatter, let's show you how to use it

Locating Chatter

To quickly access Chatter, click on the chatter tab

Chatter can be found on all your records - Account, Opportunities, etc

Locating Chatter

**More on Chatter feeds

Chatter Feed: Utilize feeds to track posts associated with specific records, communicate significant events, and attach files and links

From the Chatter homepage, you can access your total chatter feed, and the communication channels that matter to you the most.

Locating Chatter

**Sample group

Chatter Groups: Groups are comparable to sub-forums or interest groups in social media, for communication and collaboration among users—but fully integrated into our GoSell secure environment

Accesss an existing group

Create a new group

Utilize groups to facilitate communication with specific sets of users. If you need, you can also create your own!

Keep in mind that Chatter posts are part of the permanent record stored in Salesforce. Like any other company correspondence, access to these could potentially be required in a legal proceeding, so it is imperative that you use proper etiquette when communicating.

Lastly, here are a few things to keep in mind about Chatter

Chatter functions within our comprehensive security framework for GoSell. It doesn’t provide access to the contents of any records or groups that a user wouldn’t have permissions to view in the first place.

Download Here

Want a PDF for future reference?

Take me back to the beginning

Fantastic!Now you know how to leverage chatter to communicate and collaborate more efficiently