Salesforce Chatter: Streamlining Communication in Your Business

Salesforce Chatter: Streamlining Communication in Your Business

July 24, 2023

Mateusz Krzywiecki

Mateusz Krzywiecki

Unlock the power of Salesforce Chatter for better business communication. Key features, best implementation practices, and real-world applications. Start now!


In the modern business world, efficient communication isn't just an asset—it's a necessity. Seamless internal communication can foster collaboration, boost productivity, and facilitate the sharing of crucial information. But in an era where remote work and global teams are increasingly common, maintaining effective communication can be challenging.

Enter Salesforce Chatter: a powerful communication and collaboration tool integrated within the Salesforce platform. Chatter goes beyond being just a messaging tool—it transforms the way your business communicates, collaborates, and stays connected. With features like real-time updates, file sharing, and custom groups, it streamlines communication, promoting a more cohesive and effective team. In this blog post, we’ll dive into how Salesforce Chatter can revolutionize communication within your business. Read on to learn more about its key features, best implementation practices, and get insights from a real-world case study of a successful Chatter implementation.

Understanding Salesforce Chatter

Salesforce Chatter is an enterprise-level social network tool integrated within the Salesforce platform, designed specifically to enhance business communication and collaboration. Imagine having Facebook or LinkedIn, but tailor-made for your company's needs and secure within your Salesforce environment. That's Chatter.

At its core, Chatter allows users to share updates, post comments, track project statuses, and create customized groups, all in real-time. However, its capabilities extend beyond just messaging and include content sharing, collaborating on files, and leveraging insights from the chatter feed, making it a comprehensive tool for internal communication.

With Chatter, your teams can stay informed about project updates, sales leads, and changes to client accounts through real-time notifications. By following relevant records in Salesforce, employees receive instant updates on any changes, keeping everyone on the same page and improving response time.

Furthermore, Chatter allows users to create public or private groups based on projects, teams, or topics. This enhances focused collaboration and ensures only relevant members receive specific updates.

Chatter isn't just for desk-bound employees either. The Chatter Mobile app brings the power of Salesforce Chatter to smartphones and tablets, allowing remote teams and field agents to stay connected, even on the go.

In the following sections, we'll dive deeper into the specific features that make Salesforce Chatter an indispensable tool for your business and provide tips to leverage it effectively.

Why Choose Salesforce Chatter for Business Communication?

In an era where effective communication is paramount to business success, Salesforce Chatter stands out as an excellent tool for fostering collaboration, transparency, and productivity. But why should you choose Chatter specifically for your business communication needs? Here are the key reasons:

  • Enhanced Collaboration: Chatter creates a social network within your business, allowing teams to discuss projects, share files, and stay updated on each other's work. This fosters an environment of cooperation, ensuring everyone can contribute to discussions and decisions,
  • Real-time Information Sharing: Chatter's real-time feeds allow for instantaneous updates on projects, sales opportunities, and customer cases. This ensures every team member is informed, fostering a quicker decision-making process and improved customer service
  • Customized Groups: Chatter lets you create public or private groups for different projects, teams, or topics. This ensures that relevant discussions are directed towards the right people, making communication more efficient,
  • Accessibility: with the Chatter Mobile app, your team can stay connected and collaborate from anywhere, anytime. This is a significant advantage in today's remote and flexible working environments,
  • Security: since Chatter is part of the Salesforce platform, it adheres to Salesforce's robust security protocols. This means you can freely share sensitive information, knowing your data is secure,
  • Integration with Salesforce: Chatter is seamlessly integrated with your Salesforce environment, making it an extension of your CRM rather than a separate tool. This allows you to streamline workflows, save time, and enhance productivity.

Choosing Salesforce Chatter for business communication ensures you get a tool that is designed specifically for enterprise-level collaboration, providing an efficient and secure way to connect teams, share knowledge, and drive progress. In the next section, we will dive into tips for getting the most out of Salesforce Chatter.

Key Features of Salesforce Chatter

Salesforce Chatter is a powerful tool, packed with a range of features that make business communication more streamlined and efficient. Here are the key features of Chatter that sets it apart:

  • Feeds: the Chatter Feed is a dynamic stream of real-time information, akin to a social media feed. It includes updates about people, groups, files, and records that you follow. You can comment, like, share, and bookmark posts, fostering active engagement,
  • Profiles: similar to a social media platform, Chatter allows users to create their profiles. These profiles help employees know more about their peers, including their roles, contact information, skills, and interests,
  • Groups: Chatter groups are collaborative spaces where users can share files, updates, and hold discussions. Groups can be public, private, or unlisted, and are a great way to coordinate team projects or discuss specific topics,
  • Topics: Topics are a handy way of categorizing content. You can add topic tags to posts or comments, making it easier for users to find related content,
  • File Sharing: Chatter lets you securely share files directly in your feeds and groups. You can upload new versions, track changes, and discuss documents in one place,
  • Q&A: this feature allows users to ask questions and get answers from their peers. It's a brilliant way to harness collective knowledge and solve problems faster,
  • Polls: Chatter users can create polls to gather opinions or make decisions quickly,
  • Recommendations: Salesforce Chatter suggests people, files, and groups to follow based on your activity and interests, helping you stay connected with relevant content,
  • Chatter Mobile: Stay connected on the go. Chatter Mobile brings the features of Chatter to your mobile device, allowing you to collaborate from anywhere,
  • Integration with Salesforce: Chatter is tightly integrated with the Salesforce platform. You can collaborate directly on sales opportunities, service cases, campaigns, and other records.

Chatter’s features promote transparency, foster collaboration, and enhance productivity, making it an excellent tool for businesses striving to improve communication and workflow. Let's move on to understand how you can get the most out of Salesforce Chatter in the next section.

Best Practices for Implementing Salesforce Chatter

Implementing Salesforce Chatter successfully requires careful planning and strategy. Here are some best practices that can help you make the most of this powerful communication tool:

  • Clear Communication: communicate the benefits and features of Chatter to your team. Ensure everyone understands why you are implementing Chatter and how it can streamline communication and improve collaboration,
  • Training: offer adequate training to all users to make them comfortable with the tool. This includes teaching them how to set up their profiles, follow feeds, join groups, and utilize the other features effectively,
  • Set Guidelines: set clear guidelines for what is acceptable to post and discuss on Chatter. This helps to maintain professionalism and avoid misuse of the platform,
  • Encourage Participation: foster a culture of open communication and collaboration. Encourage all employees to participate, share ideas, ask questions, and engage with their colleagues' posts,
  • Use Groups Wisely: create groups based on departments, projects, or specific topics. This helps keep conversations organized and relevant. Encourage team members to join and actively participate in groups that are relevant to their roles,
  • Leverage @Mentions and Hashtags: train your team to use @mentions to draw a colleague's attention to a post or a comment and hashtags to make finding related content easier,
  • Share Valuable Content: encourage sharing of useful articles, interesting updates, and important announcements. This increases engagement and turns Chatter into a valuable resource for information,
  • Celebrate Success: use Chatter to recognize and celebrate individual and team successes. This not only boosts morale but also encourages others to engage more on the platform,
  • Integration: make sure to integrate Chatter with your CRM and other tools used in your organization. This allows users to collaborate directly on sales opportunities, service cases, and other records,
  • Regular Evaluation: regularly evaluate how your team is using Chatter and make necessary adjustments to improve engagement and productivity.

Remember, the successful adoption of Chatter requires time and patience. Don't expect instant results. Encourage regular use, provide ongoing support, and you'll soon see the positive impact on your team's communication and collaboration. Let's explore a real-life application of Salesforce Chatter in the next section.

Successful Implementation of Salesforce Chatter

Let’s look at how a global software company used Salesforce Chatter to revolutionize its communication and collaboration efforts.

Company Background: the company, which we’ll call "GlobalSoft" for confidentiality reasons, has employees spread across multiple countries. The challenge was to streamline communication and foster a sense of unity among team members working from various locations.

Implementation: GlobalSoft decided to leverage Salesforce Chatter as their go-to communication platform. They started with a clear communication strategy, explaining to all employees the purpose of Chatter and how it would improve business operations.

Training: they provided training sessions to all users, ensuring they were comfortable with the tool. This involved demonstrating how to set up profiles, follow feeds, join groups, and utilize the other features effectively.

Participation and Engagement: the leadership team actively participated in Chatter, which encouraged other employees to do the same. They created groups based on departments and projects, and these became hubs for collaboration and idea sharing.

Success Factors and Benefits: over time, Chatter became an integral part of their communication strategy. Some of the benefits they experienced included:

  1. Improved Collaboration: Chatter allowed the team to work together more effectively, leading to faster decision making and project execution,
  2. Increased Transparency: with Chatter, all team members were on the same page, reducing miscommunication and increasing transparency,
  3. Fostering Community: despite being in different locations, employees felt more connected and part of a community,
  4. Knowledge Sharing: Chatter became a resource hub where employees shared useful articles, learning materials, and industry updates.

This case study demonstrates the transformative impact Salesforce Chatter can have on business communication when implemented thoughtfully and strategically. Now let's wrap things up in our conclusion.


Harnessing the power of Salesforce Chatter for business communication is more than just a trend; it's a game-changer. This powerful tool, when implemented correctly, can connect teams, foster collaboration, and create a thriving digital workspace that transcends geographical boundaries.

As we have seen through the case study of GlobalSoft, Salesforce Chatter can revolutionize the way businesses operate, facilitating faster decision-making, promoting transparency, and fostering a sense of community. It’s not just about communication; it’s about transforming the way you work, collaborate, and grow.

Is your business ready to take the next step in communication and collaboration? Implement Salesforce Chatter today and see the transformative effects for yourself.

Remember, the journey towards effective collaboration doesn't have to be a solo one. Our expert team at NEXELERO is ready to help you navigate the intricacies of Salesforce Chatter. Reach out to us today, and let's start a conversation that can change your business!