For administrators: Activation guide

Chatter

Rolling out Chatter to your company is easy. Just follow these three simple steps and you’ll be the new hero in your company.

Step 1. Turn on Chatter
Step 2. Configure the Chatter tabs
Step 3. Set up records to follow

 

Step 1. Turn on Chatter

Simply go to the Setup area (Setup > App Setup > Customize > Chatter), turn on Chatter, and decide whether you want users to get emails from Chatter.

When you turn on Chatter, you’ll also turn on the new Salesforce interface. Note that any users still on Internet Explorer 6 will need to upgrade their browsers to use Chatter and the new interface.

Log into Help & Training to learn more about enabling Chatter.

Turn on Chatter

Step 2. Configure the Chatter tabs

After you turn on Chatter, you want to make sure everyone knows about it. Simply add Chatter to your most popular apps by customizing your tab set.

Once you add Chatter tabs to your apps, they should look something like this:

Configure the Chatter tabs

Step 3. Set up records to follow

Being able to follow updates to objects (records) is a powerful Chatter feature. By following objects, users can follow their accounts, opportunities, and cases, as well as collaborate and share documents right on the objects themselves.

Go to Setup/App Setup/Customize/Chatter/Feed tracking and click Enable Feed Tracking. Then check the records you want to enable.

These changes will appear in the record’s Chatter feed, as well as on the home page of the people that follow that record.

 

Communicate that Chatter is here

More information

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