Please Note: This feature is being retired as part of our Winter 22 Release. For existing customers, we will continue to support this feature until December 1, 2022.
Inspire Planner provides you with the option of using Salesforce Chatter Free licenses to collaborate with external contacts on projects shared with them through the Inspire Planner External Portal.
When Chatter Free Group is enabled for a Project, a Chatter Group is automatically created for the Project and project collaborators are automatically added as members to the Chatter Group. You are then able to easily communicate with external contacts using the Chatter feed on the project.
This help article will walk you through how to enable Chatter Free licenses for Projects.
This section will walk you through how to set up a Chatter user domain and populate the Internal URL in Inspire Planner Custom Settings. The Chatter user domain is used to create usernames for external contacts when they are added as Project Collaborators to a project where Chatter Free is enabled.
Now that you've set up a Chatter User Domain for your Salesforce Org, you would need to adjust the Project Page Layout to include the fields related to enabling Chatter Free for a project.
Once you've set up a Chatter User Domain and have modified your Project page layout to include the necessary fields, you can now choose to enable Chatter Free Groups on any of your Projects.
Please note: If you would like to be able to use Chatter Free Groups for a Project, you need to enable "Use Chatter Free Group" on the project first before you add Project Collaborators.
Once "Use Chatter Free Group" has been enabled for a project, you can now easily collaborate with external contacts using the Project Chatter feed.
You can access the Project Chatter feed by clicking on the Chatter Discussion for Project icon within the Project Toolbar on the left.
If you are on the Project Detail page, you may also access the Project Chatter Feed in the Chatter Component on the right of the page.
Please note that the Project Chatter Feed is how you communicate with external contacts while the Project Task Chatter Feed is reserved for internal communication. Anything posted on the Project Chatter Feed is visible for all members of the Project Chatter Group.