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Salesforce ADMIN -201-Winter2021 > Salesforce Chatter > Flashcards

Salesforce Chatter Flashcards

1
Q

What do the Chatter Feeds include?

A

Set up / Email Settings

Chatter publisher and the posts, polls, questions, comments, and other objects added through the publisher.

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2
Q

What is Chatter Email Notifications?

A

If enabled, users start receiving email notifications about new posts, comments, and other changes.

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3
Q

How to Enable email notifications for all users in Setup,?

A

Chatter Email Settings page. Set up the types of email allowed, your org’s Chatter email address, and the footer information to include in every email. Use the footer to add your org branding, like your logo and company address.

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4
Q

The typical elements of a Chatter publisher?

A
  1. Post tab
  2. Poll tab
  3. Question tab
  4. Font styles, including remove styles action / List styles
  5. Inline image / Hyperlink
  6. Emoji selector / @Mention action
  7. Add file action
  8. Link-to-record prompt
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5
Q

To help your users stay on top of important discussions without becoming overwhelmed by too much email, Salesforce recommends notifying a user:

  1. When someone posts.
  2. When someone comments.
  3. When someone changes their profile.
  4. When someone mentions them in a post or a comment or posts to their profile.
A
  1. When someone mentions them in a post or a comment or posts to their profile.
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6
Q

What types of Chatter groups exist?

A
  • Public groups
  • Private groups (title visible to a non-member, but posts are hidden)
  • Unlisted groups (hidden from everyone except the members. These groups must be enabled by admin, must be invited to join)
  • Broadcast Only (Only the owner and managers can post
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7
Q

Where can an admin rearrange a group layout?

A

Setup | Group Layouts

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8
Q

How to monitor Engagement in a Chatter group

A

Each group includes a Chatter tab and an Engagement tab for monitoring group membership and activity over time.

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9
Q

What type of Chatter group only allows group owners and managers to create new posts?

  1. Public
  2. Private
  3. Unlisted
  4. Broadcast
A
  1. Broadcast
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10
Q

Where can you view a Chatter group’s engagement analytics?

  1. Group settings
  2. Group list views
  3. Engagement tab
  4. Analytics tab
A
  1. Engagement tab
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11
Q

What permission should a user have to enable Unlisted Groups?

A

The user must have at least permission to Manage Unlisted Groups or be a system admin

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12
Q

Where should you go to enable unlisted groups?

A

Setup/Chatter Settings

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13
Q

How can a user post to a group via email?

A

After you create your group, the group email address appears under Group Email.

People with access to the group can use the address to post to the group feed through email.

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14
Q

Where do you Enable Feed Tracking?

A

Setup/Feed Tracking

Select an object to view all the fields in that object, check “enable Feed tracking

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15
Q

Fields tracked by default

A
  • Accounts: Account Name, Account Owner
  • Cases: Case Owner, Priority
  • Groups: Allow Customers, Description, Access Type, Information, Information Title, Name, Owner
  • Contacts: Account Name, Contact Owner, Name
  • Leads: Lead Owner, Lead Status, Name
  • Opportunities: Amount, Close Date, Opportunity Name, Opportunity Owner, Stage
  • Users: About Me, Address, Email, Manager, Phone, Title
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16
Q

How many fields can be tracked by object?

A

Select up to 20 fields to track.

17
Q

multiple feeds tracked change updates are bundled into a quick-reference list

A

Feed tracked changes (FTCs) are bundled when at least three FTCs with the same parent ID are formed within a specified time. The default time is 1,440 minutes. New FTCs are added to the same bundle, as long as the change occurs within a specified time.

18
Q

What are the steps to Enable approval requests in Chatter?

A
  1. Enable approval requests in Chatter. (setup/Chatter Settings)
  2. Create an approval post template. (setup/Post Templates)
  3. Create an approval process. (setup/Approval Processes/ Use Jump Start Wizard)
  4. Enable feed tracking. Enable feed tracking for any object that an approval process is based on.
19
Q

Recommended minimal steps for a Chatter Deployment Strategy

A
  • Identify champions.
  • Identify your Chatter use cases.
  • Create your communication plan.
  • Communicate your rules of engagement (Chattiquette).
  • Measure your results.
20
Q

What are 3 types of Chatter champions?

A
  • Executive Sponsor: at least one executive identified willing to invest time to post actively so other will follow
  • Evangelist: help answer questions, encourage other users
  • Community Manager: curating quality content and driving user engagement
21
Q

What is the step Identify Use Cases in the Chatter Deployment Strategy?

A

Work with business users to identify the right use cases to brainstorm which process could be moved to chatter

22
Q

A Chatter launch plan:

  1. Should include advertising and explaining Chatter to your users so they get excited about what’s coming.
  2. Doesn’t require communicating with your users since Chatter is so intuitive and easy to use.
  3. Should use a launch date during busy times to ensure quick adoption.
  4. Isn’t needed.
A
  1. Should include advertising and explaining Chatter to your users so they get excited about what’s coming.
23
Q

A profile-based rollout of Chatter:

  1. Allows you to control access to Chatter using profiles or permission sets.
  2. Allows individual users to turn chatter on or off.
  3. Isn’t possible in Salesforce.
  4. Is only available using permission sets only.
A
  1. Allows you to control access to Chatter using profiles or permission sets.
24
Q

What does a Profile-Based Deployment consist of?

A
  • Ask Salesforce to enable a profile-based deployment of Chatter for your organization.
  • Determine which of your users can make the best use of Chatter.
  • Review and modify existing custom user-profiles and permissions sets. For example, verify that the Enable Chatter permission in a custom user profile or permission set has the desired setting.
  • Turn on Chatter for your org

Salesforce ADMIN -201-Winter2021 (14 decks)

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