Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

« Previous Version 3 Current »

\uD83D\uDCD8 Instructions

  1. From the Opportunity, find the chatter box on the right-hand side of the screen and click into the box that says Share an Update.

  1. Start by tagging the person(s) you want to chatter. You do so by using the @symbol plus the person’s name or the group you are sending a chatter to, such as @Prisilla Contreras (NOTE: If chattering someone regarding a scheduling issue, chatter “@Central Support” not a particular person). There will be a pop-up with a suggestion for the person you are trying to chatter. Click on the person you want to tag and make sure that their name displays in blue inside the box.

  1. Type the message, and click “Share”. The person will receive and email and a notification in Salesforce

  • No labels