(Activity management and collaboration 3%) Describe the features of chatter

Question 1

what is chatter

Answer 1

its a native collaboration tool within salesforce. similar to Facebook or other social medias

Question 2

chatter features

Answer 2

chatter settings, chatter editions, topics, posts, feed, groups, following, security

Question 3

what is a chatter feed and what does it do?

Answer 3

a sorted list of activities(e.g post, comments or record updates) related to a person or a record

files and links can be commented as posts to collaborate with other users

enable feed tracking for objects to allow tracking changes on records

post polls to conduct a survey

Question 4

what is a chatter file and what does it do?

Answer 4

a file up to 2 GB that can be attached to a post or comment

Question 5

chatter follow records or users

Answer 5

records or chatter users can be ‘followed’ so that other users can be notified and see their feed updates

Question 6

chatter groups

Answer 6

create public or private groups to collaborate with specific people.

invite customers to private groups to work with external users

post announcements in chatter groups

Question 7

chatter like

Answer 7

a vote of approval to a post or comment just like on insta

Question 8

chatter messages

Answer 8

get secure and private conversations with other chatter users

Question 9

chatter poll

Answer 9

a way of collecting feedback related to a particular question

Question 10

chatter profiles

Answer 10

information about a salesforce user

Question 11

chatter share

Answer 11

share a post with followers or a group

Question 12

chatter topics

Answer 12

add topics to chatter posts and records

view all posts about a topics

find and endorse people knowledgeable about a topics

Question 13

publisher actions

Answer 13

create quick actions and add them to the chatter publisher

Question 14

what are posts

Answer 14

posts are updates or comments made on a particular record within a group

Question 15

types of posts

Answer 15

post attachment: files and links can be associated with posts

bookmarked posts:
any number of posts can be bookmarked and found again quickly in the bookmark feed in the left sidebar

Question 16

what are users actions to posts?

Answer 16

accessibility: only people with access to a particular record or group can see posts and the record activity feed.
thread: other people can comment on a post, and the conversation will be organized in a thread

Question 17

what happens when you Post a file in record chatter feed?

Answer 17

if a file is posted on a record in chatter feed, it is automatically added to the notes and attachments related list and stored files

Question 18

what is a draft post?

Answer 18

posts can be saved as drafts. all unpublished feed items are saved as drafts until they are published or they are deleted.

Question 19

how can you pin a post in a feed?

Answer 19

posts can be pinned to the top of the feed to increase visibility of critical information

Question 20

what is linking a record

Answer 20

when posting or commenting in chatter, users can link relevant records by entering a forward slash (/) and typing the record name

Question 21

topics can be used to collaborate on what?

Answer 21

themes and issues

Question 22

how can posts be organized?

Answer 22

using topics

Question 23

Can topics be selected,created, or added using hashtags?

Answer 23

yes

Question 24

topics can be enabled for what?

Answer 24

objects and added to records

Question 25

can list views include topics as criteria?

Answer 25

yes

Question 26

how can you add topics to records?

Answer 26

topic lightning component and chatter post hashtags

Question 27

topic page

Answer 27

lists all related posts that contain the selected particular topic. to access the topic page and see all related posts, click the #link in the post

Question 28

what is notification builder

Answer 28

is used to select which devices and supported applications will show a notification for a certain activity

Question 29

two types of notifications in notification builder

Answer 29

standard notifications and custom notifications

Question 30

where are chatter notifications managed?

Answer 30

notification builder

Question 31

chatter access is available for what licenses?

Answer 31

standard salesforce licensed users. other chatter-specific licenses offered are chatter external, chatter free, and chatter only

Question 32

what do chatter specific licenses offer?

Answer 32

provide different sets of chatter access and features to users

Question 33

what are all the chatter specific licenses?

Answer 33

chatter free, chatter external, chatter only(plus), lightning platform

Question 34

what is chatter free

Answer 34

is a free license and is designed for users who don't have salesforce licenses but need access to chatter

Question 35

features of chatter free

Answer 35

access chatter feeds, people, groups, and files using the links in the sidebar of the chatter page

Question 36

object access for chatter free

Answer 36

users can access standard chatter items, but they cannot access any salesforce objects or data

Question 37

tabs for chatter free

Answer 37

tabs cannot be seen by users, unlike other salesforce users

Question 38

available licenses for chatter free

Answer 38

on standard salesforce license enables up to 5,000 chatter free license

Question 39

what is chatter external

Answer 39

can be used to collaborate with customers in chatter groups

Question 40

customers for chatter external

Answer 40

are users outside of a company's email domain

Question 41

collaboration in chatter external

Answer 41

customers can access information and interact with users only in the groups they are invited too

Question 42

available licenses in chatter external

Answer 42

one standard license enables 500 chatter external licenses

Question 43

object access in chatter external

Answer 43

users have no access to salesforce objects or data

Question 44

what is chatter only

Answer 44

license that targets users with no salesforce licenses but need access to some salesforce objects in addition to chatter. there is a cost for adding this license

Question 45

chatter plus is also known as

Answer 45

chatter only

Question 46

chatter only consideration

Answer 46

chatter only and no longer be purchased but those with existing licenses can add licenses

Question 47

functionality of chatter only

Answer 47

users can access standard chatter people, profiles, groups, files, and limited functionality

Question 48

chatter only users provides access to salesforce functionality and limited object access in what?

Answer 48

reports, collaboration, accounts, workflows, activities, and custom objects

Question 49

what is lightning platform license?

Answer 49

includes access to chatter. features/capabilities: reports, dashboards, knowledge ,salesforce app, roles, and advanced sharing are available functionalities: have access to chatter people, profiles, and groups, and file pages. The license also allows users to interact with objects such as accounts, contacts, cases, and assets

Question 50

is chatter enabled by default?

Answer 50

yes

Question 51

enabling chatter settings: profile based chatter

Answer 51

can be enabled for part of the organization by enabling profile based chatter rollout

Question 52

enabling chatter settings: allow customer invitations

Answer 52

control if users can invite people outside of the company to join a private group

Question 53

enabling chatter settings: allow coworker invitations

Answer 53

allow salesforce.com users to invite coworkers who don't have licenses to chatter

Question 54

approval settings

Answer 54

allowing approvals: control if a user can receive and confirm an approval via chatter approval posts: allow users to receive approval requests as posts

Question 55

general settings: out of office

Answer 55

lets users set a message and an expiration date for the message next to their name in chatter when they are out of the office

Question 56

general settings: case feed timestamps

Answer 56

shows timestamps that is relative (2 hours ago) or absolute( oct, 31 at 9:43am)

Question 57

general settings: allow group archiving

Answer 57

archives groups if there is no activity for 90 days

Question 58

general settings: rich link previews in feed

Answer 58

allows links in posts to be converted into embedded videos, images and articles previews

Question 59

general settings: rich text posts

Answer 59

allows users greater options to format their text including bold, italics and using bulleted lists

Question 60

how can feed tracking be used?

Answer 60

to display changes to record fields

Question 61

what is the limit of fields per object that can be tracked?

Answer 61

20 fields

Question 62

standard objects that can be tracked include:

Answer 62

accounts, assets, campaigns, cases, contracts, events, contracts, users, leads, opportunities, orders, products, quotes, solutions, tasks

Question 63

what is the purpose of chatter publisher actions?

Answer 63

allow quick actions to be defined directly in chatter feed.

Question 64

what are the available actions in a record chatter publisher?

Answer 64

close case, update case, new task, email, post, log a call, poll

Question 65

question action

Answer 65

ask a question, answer a question, and pick the best answer

Question 66

chatter groups

Answer 66

allow a number of people to collaborate they can be set to public, private, or unlisted

Question 67

public group

Answer 67

anyone can join and see its feed

Question 68

private group

Answer 68

the owner must be asked for permission to join only the system admin, members, and users with view all data permission can see and add posts to the feed

Question 69

unlisted group

Answer 69

only members: can view the detail page, feed, and files unlisted groups do not appear in search results, and non members cannot visit the group detail page only members and users with the manage unlisted groups permission can find access unlisted groups and must be enabled in chatter settings

Question 70

broadcast groups

Answer 70

can be used to make announcements

Question 71

types of broadcast groups, what can the group owner/manager, and group members do

Answer 71

group owner/ manager: only the group owner and manager can create posts group members: can respond but cannot create new posts types of groups: public, private, or unlisted

Question 72

following a record

Answer 72

when a users follow a record or another user, any chatter activity related to that record or user appears in the feed

Question 73

following a record: field changes

Answer 73

if record and feed tracking is on, users will be alerted to any field changes

Question 74

following a record: availability

Answer 74

records or users can be followed

Question 75

following a record: follow records

Answer 75

users can turn on settings to automatically follow any records they create

Question 76

following a record: follow users

Answer 76

users follow their managers/ certain other users automatically

Question 77

following a record: email notifications

Answer 77

notification of posts can e adjusted in my settings to send emails for each post, a daily recap, weekly recap, or no emails

Question 78

chatter post access is determined by?

Answer 78

record or group access

Question 79

chatter security: post visibility

Answer 79

posts are publicly visible to everyone and put into the all-company chatter feed when posted to the users profile, the home page, chatter tab, or public groups

Question 80

chatter security: mention users

Answer 80

@ mentioning a user doesn't give them access to the post if they don't have access to the record, or are not a part of the private or unlisted group

Question 81

chatter security: files visibility

Answer 81

files attached to a post follow the same visibility rules as the post itself