Use email to post to Chatter Groups

Last Updated on November 12, 2017 by Rakesh Gupta

Email to post to Chatter Groups

After Spring’14 release you can be able to post in  Chatter Group Directly from your mail inbox. It’s doesnot require your Salesforce credentials. You can can only email your posts to Chatter groups that you have access to.

Use case:- Sometimes if you running out of time and want to share some important information with your team then you can use this feature. It will save your few minutes (Otherwise you have to open an URL, enter user name and password then verification is done -If applicable ) after successful attempt you can be able to login into Salesforce.

Configure email to post to Chatter Groups for your organization

This feature available in Developer, Performance, Enterprise, Professional, Contact Manager, Group and Unlimited editions. To configure it follow the below steps

1) Click on Name | Setup | App Setup | Customize | Chatter | Email Settings.
2) Select “Allow Posts via Email” check box from “General Settings” section, also select checkbox “Allow Email Replies” so you can able to reply from your local email client when ever you will get any notification related to group activity.

Enable email to post to Chatter Groups
Enable email to post to Chatter Groups

3) Click on Save.

Note:- If your admin has enabled this feature, you can email your posts to any public group. You can email posts to a private group only if you’re a member. You must use the email address associated with your Salesforce user account.

Now it’s time to test it

1) Go to any group detail page, click “Post by email” below the group description to launch a blank email to the group from your local email client Same email address that you are using in Salesforce). Save the group’s email address as a contact in your mail client or mobile device for easy access in the future

Post by email
Post by email

2) Type your message in the email body and send the email ( Here I am sending mail from Test User’s email client)

Email to post to Chatter Groups
Email to post to Chatter Groups

3) It will be posted  in “Chatter group“.

Final Outcome
Final Outcome

Note:-The email content displays as a post on the group detail page. Any hashtags you include in the email body (for example, #Spring14) are converted to topics on the post.

4) If some other members are subscribed to email notification,  they can be  able to reply from their local email client.

Reply to Chatter group post via email
Reply to Chatter group post via email

5) It will update in Chatter group post as a comment.

Comment via email
Comment via email

Limitations:- The following limitations apply to posting to a group using email

  • The 5,000character limit for Chatter posts applies to posts created using email. Any text in your email beyond this limit is not included in the post.
  • The email subject and any attachments are not included in the post.
  • You can create text posts using email and include links in the text. You can’t mention people, attach files, create polls,or give titles to links when posting to a group by email.
  • Character-level formatting, such as the use of bold or different type sizes, is not supported.
  • If two user’s in a org have same email address and  one of the user  try to use this feature they will get an error like below screen shot.
Error
Error

8 thoughts on “Use email to post to Chatter Groups

  1. Nice post. I didn’t understand from point 4. It looks like you can send the post from Salesforce to a member of a Chatter group. Is that really possible?. If so, can you explain in details where is the feature in order to email a post to another member of the group? I couldn’t follow what you did and how you did it at point 4.

  2. Hi Rakesh,

    It is very nice blog. I am also able to post the content to chatter by sending an email to chatter group by using mail box directly.

    Can I achieve the same by sending an email to chatter group through apex code? Because my requirement is that I always want to post my content in production’s chatter no matter I am on INT, QA or UAT.

    Mail sending logic will reside in apex class and this class will be a scheduled class. This class will be available on INT, QA and UAT orgs and Production also. This class will always send an email to the production’s chatter group and hence content will always get posted to the Production’s chatter. Is it possible to achieve the same by using apex code?

    Thanks in Advance!

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