(Productivity and collaboration 7%) Chatter administration for lightning experience Flashcards
What are chatter publisher features?
where you write a post, ask a question, and create a poll
How do you enable chatter email notifications
In setup> chatter email settings page
what are groups
Groups are the main collaboration space in Chatter.
how can you create public and private groups
app launcher>groups>new
types of groups
public groups, private groups, unlisted groups, broadcast only groups
public groups
are visible and open to all employees
private groups
are members-only
unlisted groups
are invitation-only and don’t appear in list views or search results
broadcast only
group that is for making announcements
what is feed tracking
lets you select record fields to follow and tracks when that field value changes
how do you enable and configure feed tracking for an object
setup>feed tracking>select object>enable>choose what fields
how do you enable approval requests in chatter
setup>chatter settings>edit>In approval posts section: allow approvals
how do you create a template for approval posts?
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
steps to make an approval process and ensure everything works properly:
- Enable approval requests in Chatter
- Create an approval post template
- Create an approval process
- Enable feed tracking
- take steps 2-4 for each object
How can you identify the top use cases for chatter in your org
by working with your business users to identify the right use cases to address with chatter.
How can you put together a launch plan for chatter and why is it important
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
how do you decide whether to turn on chatter for all users in your company or do a profile-based rollout
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
how do you decide whether to turn on chatter for all users in your company or do a profile-based rollout
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
what is a communication plan and what all is included
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
