Adding Chatter to Records

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Using Chatter can help the stream of conversations on all your important deals, collaborate across departments or offices, and provide an avenue to give shoutouts to your colleagues. 

In this article, you will learn how to add a Chatter feed directly to your Deal Pipeline. 

1. Enable Chatter Globally

Go to Setup > in the Quick Find Search Bar, type "Global Actions" > select Publisher Layouts > select Edit next to Global Layout

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In the top panel, select Mobile & Lightning Actions, then drag and drop Post into the "Salesforce Mobile and Lightning Experience Actions" section below.  Click Save.

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2. Enable Chatter in Object(s)

Go to Object Manager and select the object you would like to add Chatter to. In this example, we will add it to Deal Pipeline (Buyer Rep).  Follow step 1 above by dragging and dropping Post onto the layout below.

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3. Edit Page

Go to Setup > Edit Page and add the Tabs component right above the activity panel.  Next, change the tabs to Activity and Chatter.  Drag your existing activity panel component into the Activity tab.  Next, click on the Chatter tab and drag and drop a new Chatter component onto the blank area.  Save and Activate your changes when done.

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Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about adding Chatter to page layouts.

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