Chatter for Lightning Experience Flashcards
Chatter
- Salesforce’s collaboration platform
5 Tabs on the ‘Chatter’ page in Lightning Experience
- What I Follow
- To Me
- Bookmarked
- Company Highlights
- My Draft
‘What I Follow’
Combines all the feeds from all the people and things that I follow (I can follow up to 500 things)
‘To Me’
Combines all the posts where I’m mentioned—as long as I can access those feeds
‘Bookmarked’
Combines all the posts that I’ve bookmarked
‘Company Highlights’
- Uses Einstein artificial intelligence (AI) to do a little relevance ranking in the background - It brings me a ranked view of what’s trending in my org (Top Posts)—again, I see only the posts that I can access
- This is the default feed that I see when I first visit the Chatter tab
- After I’ve followed 10 things, my default becomes the ‘What I Follow’ feed
‘My Draft’
Holds my ‘Saved’ draft posts until I’m ready to publish or delete them
Streams
Super feeds that I create by combining feeds from all kinds of objects
Recent Groups
- Super feeds that I create by combining feeds from all kinds of objects
- I can use this to easily get to the groups I visit frequently
Chatter’s ‘Feed’
- Found in the center of the ‘Chatter’ tab
- Can do a ton of things from this tab, including:
1. Lively and evolving discussions between myself and all the people I work with
2. Post to a person’s profile
3. Ask questions of a knowledgeable group
4. Talk about a particular record, like an account, in view of the record’s details
2 Types of Searches in Chatter
- ) Global Search
2. ) Feed Search
Global Search
- Searches the entire org and returns only the results that I can access
- With this, I can limit my search to the type of object that I want to find
Feed Search
- Lets me look for results from the current feed
- Offers a great way to find that vital bit of information that’s buried in an active thread
5 Things Profiles Lists Display
- ) Teams that I’m a member of (which link to the team record)
- ) People who I follow (which link to their profiles)
- ) People who follow me (which link to their profiles)
- ) Groups that I’m a member of (which link to those groups)
- ) Files that I’ve uploaded (which link to file previews)
Publisher
Feature in Chatter which adds content to any kind of Chatter feed