How to create custom Salesforce reports for tracking @ mentions in Chatter

using Coefficient excel Add-in (500k+ users)

Track @ mentions in Salesforce Chatter with custom reports that capture mention data, user activity, and engagement patterns using advanced filtering and automation.

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Tracking @ mentions in Salesforce Chatter through standard reporting is challenging because FeedItem and FeedComment objects have limited report type availability and complex relationship structures that make mention tracking difficult.

Here’s how to build comprehensive mention tracking reports that capture user activity, engagement patterns, and business context around Chatter mentions.

Build advanced mention tracking reports using direct Chatter object access with Coefficient

CoefficientSalesforceSalesforceprovides superior mention tracking by accessing FeedItem and FeedComment objects directly from. You can create custom SOQL queries that identify mentions by searching for “@” patterns in Chatter content, then join this data with User and business objects for comprehensive reporting that standardreports can’t provide.

How to make it work

Step 1. Import Chatter data with custom SOQL queries.

Use Coefficient’s custom SOQL functionality to write queries that search FeedItem and FeedComment objects for mention patterns. Query for posts where Body contains “@” followed by usernames to capture all mention activity.

Step 2. Join mention data with business context.

Create multi-object joins to connect FeedItem data with User, Account, and Opportunity objects. This provides context around mentions, showing which users are most active and which business records generate the most mention activity.

Step 3. Set up automated mention monitoring.

Schedule hourly refreshes to capture mentions as they happen. Configure email and Slack alerts when specific users are mentioned or when mention volumes exceed your defined thresholds for immediate notification.

Step 4. Build historical mention analysis.

Use Coefficient’s append new data functionality to maintain a comprehensive historical database of mentions. This enables trend analysis and communication pattern identification over time without losing historical data.

Step 5. Apply advanced filtering for targeted insights.

Use dynamic filters to track mentions by specific users, date ranges, or related records. Create reports showing mention patterns around deal stages, account activities, or user engagement levels.

Monitor team communication patterns in real-time

Start buildingThis approach provides detailed mention tracking and analysis that far exceeds standard Salesforce reporting while enabling real-time monitoring and historical trend analysis.your Chatter mention tracking system today.

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