Step 1. Navigate to any Opportunity Record and select the ‘Chatter’ tab. Depending on the design of the record page you might see it on the right sidebar or in the middle of the page.
Step 2. Chatter refers to chatting with a specific group or individual user. In our example, we'll be referencing a specific user. In order to reference that individual you must enter ‘@’ which will tell Salesforce you are sending a direct message to that individual. In this case, we are going to reference Shafi Ulla, one of our Salesforce users. When you reference a user, their name will appear as shown below.
Step 4: Salesforce also allows you to customize your text, upload pictures, and attach links from external or internal sites. In the example below, we added Bold Text and a picture.
Step 5: Once you have formulated your text, please click ‘Share’ and your chatter will appear and be sent to the user.
Step 6: If you leave the record page and come back to it later in the day, you’ll be able to see the ‘Most Recent Activity’, comments or likes this post has received.
