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Add A Link In Chatter With 3 Steps


Add A Link In Chatter
Salesforce Related

Collaboration is a cornerstone of success, whether it’s brain storming ideas or just distributing work, your team perform at there best when they support each other. A link to a relevant blog or news article gives context, allowing sales teams to make more informed decisions, when contacting prospects or clients. Could your colleagues benefit from seeing these relevant web pages alongside their records? Where and how can you facilitate this?

Salesforce Chatter is a great social platform, that allows your company to communicate internally. Team members can reference any details that aren’t Salesforce fields and tag them to companies or contacts adding the context that makes all the difference when calling. Remember it’s customer relationship management, your system shouldn’t just be a collection of contact details, the more detail you add the richer a resource it becomes. Chatter is a great way to increase collaboration, visibility and detail and that’s why we have made it part of our Ebsta integrations. In these 3, simple steps, you can add a link to Chatter, putting CRM back into your workflow.

Step 1

Open your Chatter feed in the Ebsta window and click on “Add Link”. chatter1

Step 2

Ebsta will then pre-populate the Link Name and Link URL. chatter2

Step 3

Add your own message and click “Share”. Thats it! You have shared the link on Chatter. chatter3 Both our Gmail and Linkedin integrations have this functionality, so feel free to read what our customers have to say and download our CRM integration.

Dominik Kondziela

As part of the marketing team at Ebsta, I help write and publish our online content. From Slideshares to blog posts and tweets, we share our wide knowledge in CRM adoption and sales productivity.