Set Up and Maintain Collaboration Tools

Help your users collaborate with one another and with people outside your organization.

For help with basic Salesforce administration, see Set Up and Maintain Your Salesforce Organization. For information on using Slack to collaborate in Salesforce, see Salesforce Channels.

• Salesforce Chatter
  With Chatter, users can collaborate on sales opportunities, service cases, campaigns, and projects with embedded apps and custom actions. Salesforce channels, which bring Slack into Salesforce, are another way to collaborate on records. In new orgs created in Summer ’26 and later, Salesforce channels are enabled by default, and Chatter is disabled. You can enable Chatter in these orgs if necessary, and you can continue to use Chatter in existing orgs.
• Salesforce Files
  Configure org-wide preferences to control how your users upload, share, and scan files in Salesforce. Customize page layouts to add the Files related list and modify file detail pages.
• Salesforce Files Connect
  With Files Connect, Salesforce users can access, share, and search external data from systems like Quip, Google Drive, SharePoint, or Box.
• Salesforce CRM Content
  Store, share, and manage your files in content libraries.
• Google Apps
  Enable Google apps like Google Docs, Gmail, and Google-related AppExchange apps—customized for use within Salesforce.
• Collaboration Resources for Admins
  In addition to online help, Salesforce publishes printable documentation to help you learn about our features and successfully administer Salesforce.