(Productivity and collaboration 7%) Chatter administration for lightning experience Flashcards

1
Q

What are chatter publisher features?

A

where you write a post, ask a question, and create a poll

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2
Q

How do you enable chatter email notifications

A

In setup> chatter email settings page

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3
Q

what are groups

A

Groups are the main collaboration space in Chatter.

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4
Q

how can you create public and private groups

A

app launcher>groups>new

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5
Q

types of groups

A

public groups, private groups, unlisted groups, broadcast only groups

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6
Q

public groups

A

are visible and open to all employees

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7
Q

private groups

A

are members-only

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8
Q

unlisted groups

A

are invitation-only and don’t appear in list views or search results

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9
Q

broadcast only

A

group that is for making announcements

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10
Q

what is feed tracking

A

lets you select record fields to follow and tracks when that field value changes

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11
Q

how do you enable and configure feed tracking for an object

A

setup>feed tracking>select object>enable>choose what fields

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12
Q

how do you enable approval requests in chatter

A

setup>chatter settings>edit>In approval posts section: allow approvals

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13
Q

how do you create a template for approval posts?

A

Setup>Post Templates>New Template>what are these approvals for, pick object>name it>choose if you want to make it default or not>choose template fields>save

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14
Q

steps to make an approval process and ensure everything works properly:

A
  1. Enable approval requests in Chatter
  2. Create an approval post template
  3. Create an approval process
  4. Enable feed tracking
  5. take steps 2-4 for each object
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15
Q

How can you identify the top use cases for chatter in your org

A

by working with your business users to identify the right use cases to address with chatter.

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16
Q

How can you put together a launch plan for chatter and why is it important

A

It represents and environmental change and it’ll take some effort in order for it to get adopted.

Identify champions
Identify your chatter use cases
Create your communication plan
Communicate your rules of engagement
Measure your results
17
Q

how do you decide whether to turn on chatter for all users in your company or do a profile-based rollout

A

by default its on for everyone, but if you have a large company. Profile-based chatter deployment can be useful because it allows for controlled department-by-department deployment

18
Q

how do you decide whether to turn on chatter for all users in your company or do a profile-based rollout

A

by default its on for everyone, but if you have a large company. Profile-based chatter deployment can be useful because it allows for controlled department-by-department deployment and allows you to control access using profiles and permission sets

19
Q

what is a communication plan and what all is included

A

a plan for advertising chatter to users to get them excited about what’s coming

marketing content: launch party, emails, videos, swag

schedule: choose carefully avoid holidays of busy times for the company