Chatter Feed is largely ship-default. The configuration work is enabling Feed Tracking on the right objects, designing groups, and integrating with Slack where appropriate.
- Confirm Chatter is enabled
Setup, Chatter Settings. Confirm Chatter is enabled at the org level. New orgs ship enabled; older ones may need explicit enable.
- Enable Feed Tracking on key objects
Setup, Feed Tracking. Enable feed tracking on objects where collaboration matters (Account, Opportunity, Case, custom objects). Pick the right field set to track without producing system-update noise.
- Set up Chatter Groups
Create groups for projects, teams, or topics. Decide public versus private. Train group owners on moderation and feed hygiene.
- Configure Notifications
Each user can configure email-or-app notifications per feed type. Defaults are reasonable; power users tune per-group and per-record.
- Integrate with Slack where adopted
For Slack-adopted orgs, enable the Salesforce-for-Slack integration. The integration surfaces records in Slack and Slack channels on records. Decide the canonical surface per use case.
- Feed Tracking on too many fields produces system-update noise that drowns the human posts. Track only the fields that matter.
- Followers determine What I Follow content. Users who do not follow anyone see an empty feed; train new users on following discipline.
- Chatter Groups without active moderation drift into spam or off-topic posts. Assign group owners and review periodically.
- Slack integration shifts where conversations live. Document the canonical surface per use case to avoid duplicate discussion threads.