Collaborate With Everyone - Salesforce

Collaborate With Everyone

Salesforce, Winter '24

@salesforcedocs

Last updated: November 17, 2023

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Collaborate with Everyone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Collaborate Within Your Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Collaborate with Partners and Customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243 Collaboration Resources for Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

COLLABORATE WITH EVERYONE

No man is an island, even in Salesforce. Complete tasks quickly and efficiently by collaborating with people either inside or outside of your org. Here you'll find information on collaboration tools like Chatter, Salesforce CRM Content, and even documents. There's no limit to what you can accomplish with others--figure out the best way to do it here.

Collaborate Within Your Company Stay current with what's happening in your company. Share your knowledge in Chatter posts and comments, collaborate in groups, and access files and data across your organization. Collaborate with Partners and Customers Share updates with customers and partners in Chatter groups. Collaboration Resources for Users In addition to online help, Salesforce publishes printable documentation to help you learn about our features. Chatter Messenger and Chatter Desktop Are Retired Help for Chatter Free Users Help for Users Help for Chatter External Users

Collaborate Within Your Company

Stay current with what's happening in your company. Share your knowledge in Chatter posts and comments, collaborate in groups, and access files and data across your organization.

Share Updates with People in Chatter Share updates with coworkers, collaborate in Chatter groups, and view record updates. Create, Share, and Organize Files Post files to feeds and records, share files with customers, and organize files into folders and libraries. Salesforce Chatter for Windows 10 Anniversary Edition Users Salesforce Chatter is a downloadable app for Windows 10 Anniversary Edition users. Salesforce Chatter combines Chatter feeds and posting functionality with the power of an app optimized for Windows 10 users.

Share Updates with People in Chatter

Share updates with coworkers, collaborate in Chatter groups, and view record updates.

Welcome to Chatter in Lightning Experience Whether you're new to Chatter or switching from Salesforce Classic, Chatter in Lightning Experience offers tons of useful features. Use Chatter to communicate with colleagues, gain insight into your company, and preserve your tribal knowledge.

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