Chatter

Question 1

Describe the capabilities of Chatter.

Answer 1

Chatter is a Collaboration Cloud that allows you to collaborate in real time in a secure way.

Uses many features available in many social media platforms such as Facebook and Twitter but with the security of Salesforce.

Share information, documents, status. You can follow people and things.

Question 2

What is the purpose of Chatter Groups?

Answer 2

Allows you to collaborate with specific people. For example, if you’re working on a team project, you can create a group for your team to share project-related files and information. Group feeds in Lightning Experience are live feeds that update in real time. They don’t require a page refresh to update.

Question 3

What are the 5 types of Chatter Groups in Salesforce/

Answer 3

Public, Private, Unlisted, Groups with Customers, Archived

Question 4

What is a Public Chatter Group?

Answer 4

Anyone can see and add posts, comments and files.

Anyone can join a public group.

Question 5

What is Private Chatter Group?

Answer 5

Only group members can see and add posts, comments and files. Users must ask the group’s owner or managers to join the group. Users with the “Modify All Data” and “View All Data” permission can see group posts, updates and files across the organization. Users with the, “Manage All Data” permission can also join private groups directly and change group settings.

Question 6

What is an Unlisted Chatter Group?

Answer 6

Only group members and users with the “Manage Unlisted Groups” permission can see and ad posts, comments, and files. People can’t ask to join the group. Group owners or managers must invite teh group members. This group offers more privacy than Private Groups.

Question 7

What is a Groups with Customers Chatter Group?

Answer 7

Private and unlisted groups can allow customers. You can identify groups with customers by the orange upper left corner of the group photo.

Question 8

What are Archived Groups in Chatter?

Answer 8

Some groups can be archived. When a group is archived, people can no longer create posts, but group data is retained for reference.

Question 9

Organize Chatter with Chatter Topics

Answer 9

Topics can be primarily used in two ways:

1. Inline in a chatter post by using a hashtag (e.g. #topic).
2. Once topics are enabled for an object, users can add topics to records of that object. Records associated with a topic can then be viewed from the Chatter topic. Topics can also be referenced in list views on objects where topics is enabled.

Question 10

Topics for Objects

Answer 10

You can enable Topics for Objects and from those Objects, you can cherry pick leads by adding Topics to the leads. Then you can go into the View settings, create a new view and you can create a view based on Topics.

Question 11

What are Topics in Salesforce?

Answer 11

Topics are words or phrases that you can associate with Salesforce records to organize them around common themes. Use topics to group records by a common theme, and then use those topics to filter list views.

Question 12

What are Tags in Salesforce?

Answer 12

Tags are words or short phrases that you can associate with most Salesforce records to describe and organize their data in a personalized way

Question 13

What is Smart Search in Salesforce?

Answer 13

Smart Search returns additional search results within a personalized search experience.

Question 14

What is Global Search in Salesforce?

Answer 14

Global Search is enabled with Chatter, returns personalized results, and searches more information. This is the TOP search field on the SF screen and will return MORE results than Sidebar because it indexes most custom fields and additional data. More Personalized.

Question 15

What is Sidebard Search in Salesforce?

Answer 15

Sidebar search is present when Chatter is disabled, returns static results, and searches less information.

NOT personalized! Results will represent standard SF fields and only a selection of them.

Question 16

What is the difference between Global Search and Sidebar Search in Salesforce Classic?

Answer 16

Global Search is enabled with Chatter, returns personalized results, and searches more information.

Sidebar search is present when Chatter is disabled, returns static results, and searches less information.

Question 17

What is Chatter Feed Tracking in Salesforce?

Answer 17

Chatter feed tracking can be used to automatically generate a Chatter post when data within a record changes.

Question 18

Describe the relationship between Chatter and record security.

Answer 18

A user must be able to view a record to see Chatter posts related to that record.

Question 19

Describe the advantages to posting a file attachment using Chatter.

Answer 19

When a file is posted to a feed, everyone in your company can see it even if the file started out as private. Only files posted in a private group stay private within that group.
Attaching a file from a group or library creates a reference to the file. If you update a file in Salesforce CRM Content, the updates are also reflected in the feed.
In Lightning Experience, you can attach up to ten files to a feed post.
You can post a file from an external data source. From the file selector, choose an external source and navigate through the folders to the file you want to post. A new file reference or copy is created in Salesforce for the corresponding external file. If a file reference already exists for the file you select, it will be reused.

Question 20

Describe the advantages to posting a file attachment using Chatter.

Answer 20

Posting a file attachment using Chatter uses Salesforce Files to manage the file; this is discussed in greater detail in the Content section.

When you use the Chatter feed to post a file to a record in Salesforce, two things happen:

1. All users with view access to the record are granted the ability to view the Chatter file.
2. Chatter will post a link to the file in the Notes and Attachments related list listed with type “Feed Attachment”.

Question 21

Describe the capabilities of Chatter Publisher Actions.

Answer 21

Chatter Publisher Actions allow an administrator to define actions (create a record, or invoke a VisualForce page) that a user can take quickly and directly from within their Chatter feed.

Question 22

General description of Chatter User licenses in Salesforce.

Answer 22

All standard Salesforce licenses allow free Chatter access for everyone in your organization.
Salesforce also offers Chatter-specific licenses: Chatter External, Chatter Free, and Chatter Only (also known as Chatter Plus).

Question 23

What is Chatter External in Salesforce?

Answer 23

For users outside the Organization’s email domain. These external users, also called customers, can be invited to Chatter groups that allow customers. Customers can access information and interact with users only in the groups they’re invited to. They have no access to Chatter objects or data.

Question 24

What is Chatter Free in Salesforce?

Answer 24

The Chatter Free license is for users who don’t have Salesforce licenses but need access to Chatter. These users can access standard Chatter items such as people, profiles, groups, and files, but they can’t access any Salesforce objects or data. Chatter Free users can also be Chatter moderators.

Question 25

Chatter Only (Chatter Plus)

Answer 25

The Chatter Only license is also known as the Chatter Plus license. It is for users that don’t have Salesforce licenses but need access to some Salesforce objects in addition to Chatter. Chatter Plus users can be Chatter moderators and have access to standard Chatter people, profiles, groups, and files pages. They also can
View Salesforce accounts and contacts
Use Salesforce CRM Content, Ideas, and Answers
Access dashboards and reports
Use and approve workflows
Use the calendar to create and track activities
View and modify up to ten custom objects
Add records to groups
By default, the tabs for standard Salesforce objects are hidden from Chatter Plus users. Expose these tabs, if you want to make them available to Chatter Plus users.

Question 26

Describe how to deploy Chatter via profiles and permission sets (rather than org-wide).

Answer 26

Prior to the Summer 14 release, Chatter had to be deployed org-wide (to all users or no users). With the Summer 14 release, Chatter can be deployed to specific users via profiles or permission sets. To deploy Chatter in this fashion, you must raise a case with Salesforce.com.