If you’re rolling out Chatter to a subset of your users, you can manage Chatter access
with custom user profiles and permission sets. There’s a little up-front work that you can do to
prepare.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, and
Unlimited Editions
|
From a high-level perspective, a profile-based rollout of Chatter consists of these
steps:
- Salesforce enables the Chatter profile-based rollout feature for your org.
- You determine who gets access to Chatter.
- You review and modify existing custom user profiles and permissions sets.
- Verify that in a custom user profile or permission set, the Enable Chatter permission has
the desired setting.
- To permit or restrict Chatter access, assign the associated profile or permission set to
users.
- You turn on Chatter for your org. Perform this step as a separate, final step. If you
combine this step with another step or perform it out of order, unpredictable and
undesirable results can occur.
