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Admin > (Activity management and collaboration 3%) Describe the features of chatter > Flashcards

(Activity management and collaboration 3%) Describe the features of chatter Flashcards

1
Q

what is chatter

A

its a native collaboration tool within salesforce. similar to Facebook or other social medias

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2
Q

chatter features

A

chatter settings, chatter editions, topics, posts, feed, groups, following, security

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3
Q

what is a chatter feed and what does it do?

A

a sorted list of activities(e.g post, comments or record updates) related to a person or a record

files and links can be commented as posts to collaborate with other users

enable feed tracking for objects to allow tracking changes on records

post polls to conduct a survey

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4
Q

what is a chatter file and what does it do?

A

a file up to 2 GB that can be attached to a post or comment

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5
Q

chatter follow records or users

A

records or chatter users can be ‘followed’ so that other users can be notified and see their feed updates

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6
Q

chatter groups

A

create public or private groups to collaborate with specific people.

invite customers to private groups to work with external users

post announcements in chatter groups

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7
Q

chatter like

A

a vote of approval to a post or comment just like on insta

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8
Q

chatter messages

A

get secure and private conversations with other chatter users

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9
Q

chatter poll

A

a way of collecting feedback related to a particular question

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10
Q

chatter profiles

A

information about a salesforce user

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11
Q

chatter share

A

share a post with followers or a group

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12
Q

chatter topics

A

add topics to chatter posts and records

view all posts about a topics

find and endorse people knowledgeable about a topics

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13
Q

publisher actions

A

create quick actions and add them to the chatter publisher

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14
Q

what are posts

A

posts are updates or comments made on a particular record within a group

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15
Q

types of posts

A

post attachment: files and links can be associated with posts

bookmarked posts:
any number of posts can be bookmarked and found again quickly in the bookmark feed in the left sidebar

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16
Q

what are users actions to posts?

A

accessibility: only people with access to a particular record or group can see posts and the record activity feed.
thread: other people can comment on a post, and the conversation will be organized in a thread

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17
Q

what happens when you Post a file in record chatter feed?

A

if a file is posted on a record in chatter feed, it is automatically added to the notes and attachments related list and stored files

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18
Q

what is a draft post?

A

posts can be saved as drafts. all unpublished feed items are saved as drafts until they are published or they are deleted.

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19
Q

how can you pin a post in a feed?

A

posts can be pinned to the top of the feed to increase visibility of critical information

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20
Q

what is linking a record

A

when posting or commenting in chatter, users can link relevant records by entering a forward slash (/) and typing the record name

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21
Q

topics can be used to collaborate on what?

A

themes and issues

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22
Q

how can posts be organized?

A

using topics

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23
Q

Can topics be selected,created, or added using hashtags?

A

yes

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24
Q

topics can be enabled for what?

A

objects and added to records

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25
Q

can list views include topics as criteria?

A

yes

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26
Q

how can you add topics to records?

A

topic lightning component and chatter post hashtags

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27
Q

topic page

A

lists all related posts that contain the selected particular topic. to access the topic page and see all related posts, click the #link in the post

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28
Q

what is notification builder

A

is used to select which devices and supported applications will show a notification for a certain activity

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29
Q

two types of notifications in notification builder

A

standard notifications and custom notifications

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30
Q

where are chatter notifications managed?

A

notification builder

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31
Q

chatter access is available for what licenses?

A

standard salesforce licensed users. other chatter-specific licenses offered are chatter external, chatter free, and chatter only

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32
Q

what do chatter specific licenses offer?

A

provide different sets of chatter access and features to users

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33
Q

what are all the chatter specific licenses?

A

chatter free, chatter external, chatter only(plus), lightning platform

34
Q

what is chatter free

A

is a free license and is designed for users who don’t have salesforce licenses but need access to chatter

35
Q

features of chatter free

A

access chatter feeds, people, groups, and files using the links in the sidebar of the chatter page

36
Q

object access for chatter free

A

users can access standard chatter items, but they cannot access any salesforce objects or data

37
Q

tabs for chatter free

A

tabs cannot be seen by users, unlike other salesforce users

38
Q

available licenses for chatter free

A

on standard salesforce license enables up to 5,000 chatter free license

39
Q

what is chatter external

A

can be used to collaborate with customers in chatter groups

40
Q

customers for chatter external

A

are users outside of a company’s email domain

41
Q

collaboration in chatter external

A

customers can access information and interact with users only in the groups they are invited too

42
Q

available licenses in chatter external

A

one standard license enables 500 chatter external licenses

43
Q

object access in chatter external

A

users have no access to salesforce objects or data

44
Q

what is chatter only

A

license that targets users with no salesforce licenses but need access to some salesforce objects in addition to chatter. there is a cost for adding this license

45
Q

chatter plus is also known as

A

chatter only

46
Q

chatter only consideration

A

chatter only and no longer be purchased but those with existing licenses can add licenses

47
Q

functionality of chatter only

A

users can access standard chatter people, profiles, groups, files, and limited functionality

48
Q

chatter only users provides access to salesforce functionality and limited object access in what?

A

reports, collaboration, accounts, workflows, activities, and custom objects

49
Q

what is lightning platform license?

A

includes access to chatter.

features/capabilities: reports, dashboards, knowledge ,salesforce app, roles, and advanced sharing are available

functionalities: have access to chatter people, profiles, and groups, and file pages. The license also allows users to interact with objects such as accounts, contacts, cases, and assets

50
Q

is chatter enabled by default?

A

yes

51
Q

enabling chatter settings: profile based chatter

A

can be enabled for part of the organization by enabling profile based chatter rollout

52
Q

enabling chatter settings: allow customer invitations

A

control if users can invite people outside of the company to join a private group

53
Q

enabling chatter settings: allow coworker invitations

A

allow salesforce.com users to invite coworkers who don’t have licenses to chatter

54
Q

approval settings

A

allowing approvals:
control if a user can receive and confirm an approval via chatter

approval posts:
allow users to receive approval requests as posts

55
Q

general settings: out of office

A

lets users set a message and an expiration date for the message next to their name in chatter when they are out of the office

56
Q

general settings: case feed timestamps

A

shows timestamps that is relative (2 hours ago) or absolute( oct, 31 at 9:43am)

57
Q

general settings: allow group archiving

A

archives groups if there is no activity for 90 days

58
Q

general settings: rich link previews in feed

A

allows links in posts to be converted into embedded videos, images and articles previews

59
Q

general settings: rich text posts

A

allows users greater options to format their text including bold, italics and using bulleted lists

60
Q

how can feed tracking be used?

A

to display changes to record fields

61
Q

what is the limit of fields per object that can be tracked?

A

20 fields

62
Q

standard objects that can be tracked include:

A

accounts, assets, campaigns,
cases, contracts, events, contracts,
users, leads, opportunities, orders,
products, quotes, solutions, tasks

63
Q

what is the purpose of chatter publisher actions?

A

allow quick actions to be defined directly in chatter feed.

64
Q

what are the available actions in a record chatter publisher?

A

close case, update case, new task, email, post, log a call, poll

65
Q

question action

A

ask a question, answer a question, and pick the best answer

66
Q

chatter groups

A

allow a number of people to collaborate they can be set to public, private, or unlisted

67
Q

public group

A

anyone can join and see its feed

68
Q

private group

A

the owner must be asked for permission to join

only the system admin, members, and users with view all data permission can see and add posts to the feed

69
Q

unlisted group

A

only members: can view the detail page, feed, and files

unlisted groups do not appear in search results, and non members cannot visit the group detail page

only members and users with the manage unlisted groups permission can find access unlisted groups and must be enabled in chatter settings

70
Q

broadcast groups

A

can be used to make announcements

71
Q

types of broadcast groups, what can the group owner/manager, and group members do

A

group owner/ manager: only the group owner and manager can create posts

group members: can respond but cannot create new posts

types of groups:
public, private, or unlisted

72
Q

following a record

A

when a users follow a record or another user, any chatter activity related to that record or user appears in the feed

73
Q

following a record: field changes

A

if record and feed tracking is on, users will be alerted to any field changes

74
Q

following a record: availability

A

records or users can be followed

75
Q

following a record: follow records

A

users can turn on settings to automatically follow any records they create

76
Q

following a record: follow users

A

users follow their managers/ certain other users automatically

77
Q

following a record: email notifications

A

notification of posts can e adjusted in my settings to send emails for each post, a daily recap, weekly recap, or no emails

78
Q

chatter post access is determined by?

A

record or group access

79
Q

chatter security: post visibility

A

posts are publicly visible to everyone and put into the all-company chatter feed when posted to the users profile, the home page, chatter tab, or public groups

80
Q

chatter security: mention users

A

@ mentioning a user doesn’t give them access to the post if they don’t have access to the record, or are not a part of the private or unlisted group

81
Q

chatter security: files visibility

A

files attached to a post follow the same visibility rules as the post itself

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