Salesforce Chatter: Everything You Need to Know in 2025
Salesforce Chatter is a collaboration tool integrated within the Salesforce Customer Relationship Management (CRM) system.
It enables real-time communication and collaboration among team members, allowing them to share updates, files, and relevant information in a centralized space.
For a sales team, Chatter is crucial as it fosters communication, facilitates quick sharing of sales-related data, and enhances team collaboration.
However, as is the case for most sales teams using Salesforce, there are some limitations to its usage like overwhelming notifications and a lack of efficient visibility that forces sales teams to communicate outside of their CRM.
For these cases, we’ll provide you with an alternative to Chatter that can provide you with the benefits of increased communication and visibility without the drawbacks.
With features such as feeds, profiles, and groups, Salesforce Chatter enhances teamwork, streamlines information sharing, and fosters a more connected and informed work environment for sales teams.
It provides a social layer to the CRM, transforming it into a dynamic platform where users can engage in discussions, share documents, and stay updated on key activities, ultimately boosting productivity and collaboration within the sales ecosystem.
1. Salesforce Chatter Feeds & Posts
Salesforce Chatter Feeds and Posts are fundamental components of the collaboration tool, providing a dynamic space for users to share updates, information, and engage in discussions within the Salesforce CRM ecosystem.
A. Feeds
In Salesforce Chatter, a feed is a stream of real-time updates and activities that users can view on their dashboard. It acts as a personalized timeline, displaying posts, comments, and relevant activities from individuals, groups, or records that users are following.
Feeds provide a comprehensive overview of what's happening within the Salesforce environment, allowing team members to stay informed about the latest developments, discussions, and changes related to their work.
B. Posts
Posts in Salesforce Chatter are the individual messages or updates shared by users within the feed. Users can create posts to share information, ask questions, or provide updates on their work.
Posts can include text, polls, links, images, and files, making them versatile for various types of communication. Additionally, users can mention others in their posts using the "@" symbol to bring specific individuals or groups into the conversation.
Posts facilitate transparent communication, collaboration, and the sharing of important insights across the Salesforce platform, fostering a more connected and engaged team environment.
2. Salesforce Chatter Groups
Salesforce Chatter Groups are collaborative spaces within the Chatter platform that bring together individuals with common teams, projects, or goals.
These groups facilitate focused discussions, document sharing, and collaboration. Here are key features and aspects of Salesforce Chatter Groups:
A. Creation and Membership
Users can create Chatter Groups based on specific topics, projects, or teams. Members can join these groups, fostering a sense of community and enhancing collaboration among individuals with shared objectives.
B. Discussion Feeds
Each Chatter Group has its own discussion feed where members can post updates, ask questions, share insights, and engage in conversations related to the group's focus. This centralized feed streamlines communication and keeps all relevant information in one place.
C. Document Sharing
Chatter Groups provide a platform for members to share documents, files, and other resources pertinent to the group's activities. This ensures that all group members have access to essential information and resources.
D. Announcements and Polls
Group administrators can make announcements to communicate important information to all members. Additionally, Chatter Groups support polls, allowing members to gather opinions and make decisions collaboratively.
E. Visibility and Privacy
Chatter Groups can be set as public or private. Public groups are visible to all users, and anyone can join, while private groups require an invitation or approval for membership. This flexibility ensures that sensitive information can be shared securely within the appropriate groups.
3. Files and Attachments in Salesforce Chatter
Salesforce Chatter Files and Attachments are features that allow users to share and collaborate on documents, images, and other files within the Salesforce Chatter collaboration platform.
These features enhance communication and collaboration by providing a centralized space for storing and accessing relevant content. Here's an overview of Salesforce Chatter Files and Attachments:
A. Chatter Files
Chatter Files enable users to upload, share, and collaborate on documents, presentations, spreadsheets, and other file types. These files are stored in a central repository associated with Chatter Groups, records, or user profiles.
Chatter Files support version control, allowing users to upload new versions of a file while preserving previous iterations. This ensures that users are working with the latest and most accurate information.
B. Attachments
Attachments in Chatter are often linked to specific records within the Salesforce CRM, such as opportunities, accounts, or cases. This linkage allows users to associate relevant files directly with the context of their work.
Users can attach files to records, ensuring that the necessary documentation and collateral are easily accessible when viewing or working with specific CRM records.
C. Sharing and Permissions
Both Chatter Files and Attachments come with configurable sharing settings and permissions. Users can control who has access to view or edit the shared files, ensuring that sensitive information is protected.
Chatter Files support collaborative editing, enabling multiple users to work on a document simultaneously. This fosters real-time collaboration and increases productivity.
D. Feed Integration
When files are uploaded or attached, they appear in Chatter Feeds, providing a visual representation of the shared content and facilitating discussion around it. This integration ensures that important files are highlighted within the context of ongoing conversations.
By leveraging Chatter Files and Attachments, Salesforce users can streamline document management, enhance collaboration, and ensure that critical files are easily accessible within the context of their work.
4. Salesforce Chatter Notifications: Tips and What to Avoid
Salesforce Chatter Notifications are integral to real-time collaboration, providing users with timely updates. However, managing these alerts is essential to avoid overwhelming sales teams.
A. Real-Time Updates
Chatter Notifications offer real-time alerts on posts, comments, and mentions, keeping users in the loop with ongoing activities.
B. Customizable Preferences
Users can tailor their Chatter experience by customizing notification preferences, choosing specific activities for which they want to receive alerts.
For example, Salesforce Chatter Email Digest is a feature that condenses Chatter updates into a summary delivered to users' email inboxes.
Instead of multiple individual notifications, users receive a consolidated email digest at a frequency of their choosing, streamlining the tracking of Chatter activity and reducing inbox clutter. This feature allows users to stay informed without being overwhelmed by numerous emails.
C. Managing Collaboration
Notifications ensure users stay informed about group activities, record updates, and direct messages, fostering enhanced collaboration and engagement.
D. Balancing Information Flow
Striking a balance is key; too many alerts can lead to information overload and disrupt sales workflows, necessitating careful configuration.
Mindful management of notification settings is crucial to prevent overwhelming sales teams and maintain a focused and productive workflow. A thoughtful approach to notifications ensures that Salesforce Chatter remains a valuable tool for collaboration without introducing unnecessary noise to daily workflows.
Scratchpad: a smarter way to collaborate in Salesforce
Salesforce Chatter was built for communication. But in fast-moving sales orgs, collaboration needs to drive outcomes — not just comments.
Scratchpad is an AI sales execution system that helps reps sell, follow process, and update Salesforce automatically after every call. It brings together the context, data, and next steps your team needs — all in the flow of work, without slowing anyone down.
Instead of chasing reps for updates or sifting through comment threads in Chatter, Scratchpad gives leaders live deal visibility and keeps CRM clean behind the scenes.
Here’s how Scratchpad replaces and outpaces Chatter:
Real-time collaboration that drives results
Comment directly on any Salesforce record — from within Scratchpad or using Command — and automatically sync to Chatter so everyone stays aligned. Managers can flag risks, assign tasks, and follow up instantly.
Automatic Salesforce updates, no rep effort required
After every call, Scratchpad’s AI CRM Updates fill in fields like Next Steps, MEDDIC, and Closed Lost Reasons — based on what was actually said. Reps don’t lift a finger, and CRM reflects reality, not checkboxes.
Ask AI: smarter answers, faster follow-ups
Reps can use Ask AI to generate call summaries, follow-up emails, and handoff docs in seconds — or ask questions like “what objections went unaddressed?” Scratchpad pulls context from the actual conversation, not just what’s in the record.
Views, Tasks, and Notes — all in one workspace
Reps manage pipeline in Scratchpad Views, take Notes, and stay on top of Tasks — all in one place. Leaders see what’s changed, where, and why — without switching tools or chasing updates.
Fast time to value
Scratchpad works alongside Salesforce — no replacement needed. It’s up and running in minutes, with no training required. And it scales with your sales motion, from 5 to 5,000 sellers.
Chatter might keep you talking. Scratchpad keeps you selling.
