(Activity management and collaboration 3%) Describe the features of chatter Flashcards
what is chatter
its a native collaboration tool within salesforce. similar to Facebook or other social medias
chatter features
chatter settings, chatter editions, topics, posts, feed, groups, following, security
what is a chatter feed and what does it do?
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
what is a chatter file and what does it do?
a file up to 2 GB that can be attached to a post or comment
chatter follow records or users
records or chatter users can be ‘followed’ so that other users can be notified and see their feed updates
chatter groups
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
chatter like
a vote of approval to a post or comment just like on insta
chatter messages
get secure and private conversations with other chatter users
chatter poll
a way of collecting feedback related to a particular question
chatter profiles
information about a salesforce user
chatter share
share a post with followers or a group
chatter topics
add topics to chatter posts and records
view all posts about a topics
find and endorse people knowledgeable about a topics
publisher actions
create quick actions and add them to the chatter publisher
what are posts
posts are updates or comments made on a particular record within a group
types of posts
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
what are users actions to posts?
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
what happens when you Post a file in record chatter feed?
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
what is a draft post?
posts can be saved as drafts. all unpublished feed items are saved as drafts until they are published or they are deleted.
how can you pin a post in a feed?
posts can be pinned to the top of the feed to increase visibility of critical information
what is linking a record
when posting or commenting in chatter, users can link relevant records by entering a forward slash (/) and typing the record name
topics can be used to collaborate on what?
themes and issues
how can posts be organized?
using topics
Can topics be selected,created, or added using hashtags?
yes
topics can be enabled for what?
objects and added to records
can list views include topics as criteria?
yes
how can you add topics to records?
topic lightning component and chatter post hashtags
topic page
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
what is notification builder
is used to select which devices and supported applications will show a notification for a certain activity
two types of notifications in notification builder
standard notifications and custom notifications
where are chatter notifications managed?
notification builder
chatter access is available for what licenses?
standard salesforce licensed users. other chatter-specific licenses offered are chatter external, chatter free, and chatter only
what do chatter specific licenses offer?
provide different sets of chatter access and features to users
what are all the chatter specific licenses?
chatter free, chatter external, chatter only(plus), lightning platform
what is chatter free
is a free license and is designed for users who don’t have salesforce licenses but need access to chatter
features of chatter free
access chatter feeds, people, groups, and files using the links in the sidebar of the chatter page
object access for chatter free
users can access standard chatter items, but they cannot access any salesforce objects or data
tabs for chatter free
tabs cannot be seen by users, unlike other salesforce users
available licenses for chatter free
on standard salesforce license enables up to 5,000 chatter free license
what is chatter external
can be used to collaborate with customers in chatter groups
customers for chatter external
are users outside of a company’s email domain
collaboration in chatter external
customers can access information and interact with users only in the groups they are invited too
available licenses in chatter external
one standard license enables 500 chatter external licenses
object access in chatter external
users have no access to salesforce objects or data
what is chatter only
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
chatter plus is also known as
chatter only
chatter only consideration
chatter only and no longer be purchased but those with existing licenses can add licenses
functionality of chatter only
users can access standard chatter people, profiles, groups, files, and limited functionality
chatter only users provides access to salesforce functionality and limited object access in what?
reports, collaboration, accounts, workflows, activities, and custom objects
what is lightning platform license?
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
is chatter enabled by default?
yes
enabling chatter settings: profile based chatter
can be enabled for part of the organization by enabling profile based chatter rollout
enabling chatter settings: allow customer invitations
control if users can invite people outside of the company to join a private group
enabling chatter settings: allow coworker invitations
allow salesforce.com users to invite coworkers who don’t have licenses to chatter
approval settings
allowing approvals:
control if a user can receive and confirm an approval via chatter
approval posts:
allow users to receive approval requests as posts
general settings: out of office
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
general settings: case feed timestamps
shows timestamps that is relative (2 hours ago) or absolute( oct, 31 at 9:43am)
general settings: allow group archiving
archives groups if there is no activity for 90 days
general settings: rich link previews in feed
allows links in posts to be converted into embedded videos, images and articles previews
general settings: rich text posts
allows users greater options to format their text including bold, italics and using bulleted lists
how can feed tracking be used?
to display changes to record fields
what is the limit of fields per object that can be tracked?
20 fields
standard objects that can be tracked include:
accounts, assets, campaigns,
cases, contracts, events, contracts,
users, leads, opportunities, orders,
products, quotes, solutions, tasks
what is the purpose of chatter publisher actions?
allow quick actions to be defined directly in chatter feed.
what are the available actions in a record chatter publisher?
close case, update case, new task, email, post, log a call, poll
question action
ask a question, answer a question, and pick the best answer
chatter groups
allow a number of people to collaborate they can be set to public, private, or unlisted
public group
anyone can join and see its feed
private group
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
unlisted group
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
broadcast groups
can be used to make announcements
types of broadcast groups, what can the group owner/manager, and group members do
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
following a record
when a users follow a record or another user, any chatter activity related to that record or user appears in the feed
following a record: field changes
if record and feed tracking is on, users will be alerted to any field changes
following a record: availability
records or users can be followed
following a record: follow records
users can turn on settings to automatically follow any records they create
following a record: follow users
users follow their managers/ certain other users automatically
following a record: email notifications
notification of posts can e adjusted in my settings to send emails for each post, a daily recap, weekly recap, or no emails
chatter post access is determined by?
record or group access
chatter security: post visibility
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
chatter security: mention users
@ 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
chatter security: files visibility
files attached to a post follow the same visibility rules as the post itself
