What Gets Posted to Chatter
When Chatter posting is on, Kolleno posts new timeline events (tasks, notes, emails, calls, invoices, credit notes and transactions) to the Chatter feed of the customer's Salesforce Account. You choose whether that happens for every customer or only for the customers you pick.
For what a Chatter post contains, see Enable Salesforce Chatter Integration in Kolleno.
Choosing Which Customers
Under Which customers, pick one of:
All customers: every customer with a Salesforce record gets its timeline posted.
Only selected customers: only the customers you pick below.
With Only selected customers, you can pick customers in three ways. A customer is included if it matches any of them.
Selection Methods
Portfolios: Every customer in any of the picked portfolios.
Tags: Every customer carrying any of the picked tags.
Customers: Named customers, searched and added one by one, on top of the portfolios and tags.
If you choose Only selected customers and pick nothing, nothing is posted to Chatter until you pick at least one portfolio, tag or customer.
Changing the Setting
Open your Salesforce integration settings and go to the Settings tab.
Open Chatter.
Make sure Post the timeline to Chatter is on. The customer choice only appears while posting is on.
Under Customer scope, choose All customers or Only selected customers, then pick portfolios, tags or customers.
Changes save as you make them.
How the Selection Stays Up to Date
Portfolios and tags are checked each time an event is posted, not when you save the setting. Add a customer to a picked tag or portfolio and their next timeline event goes to Chatter; remove them and it stops.
The setting only affects new events. Events already on the timeline are not posted after the fact, and posts already in Chatter are not removed.
A customer must be linked to a Salesforce Account for anything to be posted, whatever the setting.
Note: Chatter posting is turned off by default. If you do not see the Chatter section in your Salesforce settings, contact your Customer Success Manager or Kolleno Support and we will set it up for your account.
For more information on managing your Salesforce integration, refer to the Salesforce Articles Collection.