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Chatter

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Chatter is a standard feature that will be available on some record layouts to show a history of updates on the record and facilitate internal collaboration on a record.

From the Chatter Tab you can also see a feed of items related to you, add yourself to streams that are relevant to you or create new groups for targeted discussions.

Related Link: Chatter Basics Trailhead

Using Chatter via the desktop login:

  • Go to a Referral Record and access the Chatter Tab.

  • Enter a post and use the “@” feature to comment on another user in the system so they get a notification.

  • Access the Chatter Tab to see a feed of items related to you, add yourself to streams that are relevant to you or create new groups for targeted discussions.

Using Chatter via the mobile login:

From the mobile app, when you access a record you will see a link to chatter for that record if it’s available, you can click on it to see the record feed and contribute to the feed.

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