Chatter etiquette

Become a Chatter expert with these guidelines and tips. Also be sure to read your company’s conduct policy for more information.

Do Don’t
  • Do participate by asking and answering questions and sharing information
  • Do keep your posts relevant to work
  • Do keep it brief
  • Do post rather than send a “low-priority” email
  • Do use Chatter to address a wider audience and get feedback
  • Do use groups rather than email distribution lists for collaboration
  • Do post files instead of emailing attachments
  • Chatty do'sDo think about who can see your post. (Anyone who is following a person or a record can see its Chatter posts.)
  • Don’t post anything you wouldn’t want your HR team or executives to read
  • Don’t write long-winded posts
  • Don’t use Chatter to replace an in-person conversation
  • Don’t post confidential information on profiles or public groups
  • Don’t post personal messages that aren’t relevant to your business
  • Don’t post the same thing to multiple people
Chatty don'ts
Examples
Yes! No
  • “Check out this new report from Gartner.”
  • “Anyone have experience with HIPAA compliance?”
  • “Have you connected with Jill? She’s a guru in the hi-tech industry and can probably help you close that deal.”
  • “14 days until the end of the quarter. Go team!”
  • “Was out late last night; don’t think I’ll get much done today.”
  • “Check out the view from my new office.”
  • “Who wants to go for happy hour after work?”
  • “Anyone see last night’s episode of The Bachelor?”
Helpful Hints
  • If you create a public group, anyone can join, and posts can be seen by whoever views the group.
  • Posts made in a private group can only be seen by members who have been added by the group owner.
  • If you make a post on a record (e.g., account, opportunity) only users who have full or read access to that record can see your post.
  • Before you post, ask yourself:
    • "Who else would benefit from this?"
    • "Is this relevant to our business?"
  • Post “up the chain” to reach a broader audience.  For example, if you manage a product datasheet and want to let all your sales reps know about a new version, post the updated file to someone many sales reps follow on Chatter, like a director or VP of sales.

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