Table of Contents
Can we create report for Chatter in Salesforce?
Important These dashboard and reports are only available in the package with Chatter. Warning If you customize these Chatter reports and remove the Networks filter, they will report on Chatter usage across your entire Salesforce org, including usage from your internal org and your communities.
How do I share a report type in Salesforce?
From Setup, in the Quick Find box, enter Sharing Settings , then select Sharing Settings. Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don’t have access, select the Standard Report Visibility checkbox.
Can you run reports on Chatter?
You can monitor Record feed engagement on Standard and Custom Objects by creating a Custom Report Type with the object’s feed as the secondary object.
How do I add Chatter to dashboard in Salesforce?
Navigate to Setup | Feature Settings | Chatter | Feed Tracking. Look for Dashboard and tick Enable Feed Tracking; select all fields here for tracking. Click on the Save button.
How do I customize Chatter email notifications in Salesforce?
Change Chatter Email Notifications
- Click your profile name.
- Select My Settings.
- Click Chatter.
- Click Email Notifications.
- Specify when you want to be emailed.
- Click Save.
How do you change the chatter publisher lightning component?
From Setup, enter Chatter Settings in the Quick Find box, then select Chatter Settings. Click Edit. Select Enable Actions in the Publisher . Although the Enable Actions setting appears in Lightning Experience, it has no effect there.
How do I create a report type in Salesforce?
- From Setup, enter Report Types in the Quick Find box, then select Report Types.
- If the Custom Report Type welcome page opens, click Continue.
- Click New Custom Report Type.
- Select the Primary Object for your custom report type.
- Enter the Report Type Label and the Report Type Name .
How do I change report type in Salesforce?
From the Reports tab, click New Report. Select the report type, and then click Create. Note You can’t change the report type after the report is created.
How do I grant access to custom report types in Salesforce?
Required Editions and User Permissions From Setup, enter Report Types in the Quick Find box, then select Report Types. If the Custom Report Type welcome page opens, click Continue. Select a list view from the View dropdown list. To define your own custom list view, click Create New View.
How do I create a chatter report?
Report on Chatter Feed Activity for Standard and Custom Objects
- From Setup, enter Report Types in the Quick Find box, then select Report Types.
- Click New Custom Report Type.
- Select Cases as the Primary object.
- Enter a Label, Name, Description, and Category, then click Next.
How do I add an email to a chatter in Salesforce?
Users can send email messages to this address to create Chatter posts….Enable ‘Allow Posts via Email’ on Chatter
- Navigate to Setup.
- On the Quick Find box, enter Email Settings.
- Click Email Settings on the results.
- Select Allow Emails to allow users to post to groups using email.
- Click Save.
How do I set up email notifications in Salesforce?
Add email alerts to your workflow rule’s criteria.
- Click Add Workflow Action and choose New Email Alert.
- Enter a description and unique name for the email alert.
- Choose an email template.
- Select who receives email alerts from the workflow rule.
- Click Save.
Can we change report type of existing report?
The principal report type controls how common fields are named. A joined report must have a principal report type. You can change the principal report type at any time.
Where are report types in Salesforce?
Navigate to the report in question. Click Edit while viewing the report. In the upper, left corner of the report edit page, the report type in use will be displayed.
Why can’t I see a report type in Salesforce?
If you don’t see a report type with the objects you need, or you need to add additional fields to a custom report type, you (or your Salesforce Admin) can do that! In the Salesforce Setup menu, search for Report Types.
How do I use the custom report type?
Use this Custom Report Type to report feed activity for all standard Objects (excluding Tasks and Events) that have feed tracking enabled (such as Accounts, Cases, Leads, Opportunities, and Custom Objects). You’ll also be able to track the number of feed edits and see what type of users are editing feeds.
What is Salesforce Chatter?
Salesforce Chatter lets users collaborate on sales opportunities, service cases, campaigns, and projects with embedded apps and custom actions. By default, Salesforce organizations created after June 22, 2010 have Chatter already enabled for all users.
What types of chatter reports are available?
There are a couple of chatter report types that were introduced in winter 13: shows how your organization is using public hashtag (#) topics. Public hashtag topics are those used on profiles and in public groups. For privacy reasons, hashtag topic usage reports don’t include hashtags used on records or in private groups.
How do I view private messages in Salesforce Chatter?
Recognize your coworkers with thanks badges and post your thanks directly to the Chatter feed. Salesforce administrators with the Manage Chatter Messages permission can access all users’ private messages via SOAP API. You can view and delete any message (for example, for compliance).