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Flashcards in Chatter Deck (26):

Describe the capabilities of Chatter.

Chatter is a Collaboration Cloud that allows you to collaborate in real time in a secure way.

Uses many features available in many social media platforms such as Facebook and Twitter but with the security of Salesforce.

Share information, documents, status. You can follow people and things.


What is the purpose of Chatter Groups?

Allows you to collaborate with specific people. For example, if you're working on a team project, you can create a group for your team to share project-related files and information. Group feeds in Lightning Experience are live feeds that update in real time. They don’t require a page refresh to update.


What are the 5 types of Chatter Groups in Salesforce/

Public, Private, Unlisted, Groups with Customers, Archived


What is a Public Chatter Group?

Anyone can see and add posts, comments and files.
Anyone can join a public group.


What is Private Chatter Group?

Only group members can see and add posts, comments and files. Users must ask the group's owner or managers to join the group. Users with the "Modify All Data" and "View All Data" permission can see group posts, updates and files across the organization. Users with the, "Manage All Data" permission can also join private groups directly and change group settings.


What is an Unlisted Chatter Group?

Only group members and users with the "Manage Unlisted Groups" permission can see and ad posts, comments, and files. People can't ask to join the group. Group owners or managers must invite teh group members. This group offers more privacy than Private Groups.


What is a Groups with Customers Chatter Group?

Private and unlisted groups can allow customers. You can identify groups with customers by the orange upper left corner of the group photo.


What are Archived Groups in Chatter?

Some groups can be archived. When a group is archived, people can no longer create posts, but group data is retained for reference.


Organize Chatter with Chatter Topics

Topics can be primarily used in two ways:

1. Inline in a chatter post by using a hashtag (e.g. #topic).
2. Once topics are enabled for an object, users can add topics to records of that object. Records associated with a topic can then be viewed from the Chatter topic. Topics can also be referenced in list views on objects where topics is enabled.


Topics for Objects

You can enable Topics for Objects and from those Objects, you can cherry pick leads by adding Topics to the leads. Then you can go into the View settings, create a new view and you can create a view based on Topics.


What are Topics in Salesforce?

Topics are words or phrases that you can associate with Salesforce records to organize them around common themes. Use topics to group records by a common theme, and then use those topics to filter list views.


What are Tags in Salesforce?

Tags are words or short phrases that you can associate with most Salesforce records to describe and organize their data in a personalized way


What is Smart Search in Salesforce?

Smart Search returns additional search results within a personalized search experience.


What is Global Search in Salesforce?

Global Search is enabled with Chatter, returns personalized results, and searches more information. This is the TOP search field on the SF screen and will return MORE results than Sidebar because it indexes most custom fields and additional data. More Personalized.


What is Sidebard Search in Salesforce?

Sidebar search is present when Chatter is disabled, returns static results, and searches less information.

NOT personalized! Results will represent standard SF fields and only a selection of them.


What is the difference between Global Search and Sidebar Search in Salesforce Classic?

Global Search is enabled with Chatter, returns personalized results, and searches more information.

Sidebar search is present when Chatter is disabled, returns static results, and searches less information.


What is Chatter Feed Tracking in Salesforce?

Chatter feed tracking can be used to automatically generate a Chatter post when data within a record changes.


Describe the relationship between Chatter and record security.

A user must be able to view a record to see Chatter posts related to that record.


Describe the advantages to posting a file attachment using Chatter.

When a file is posted to a feed, everyone in your company can see it even if the file started out as private. Only files posted in a private group stay private within that group.
Attaching a file from a group or library creates a reference to the file. If you update a file in Salesforce CRM Content, the updates are also reflected in the feed.
In Lightning Experience, you can attach up to ten files to a feed post.
You can post a file from an external data source. From the file selector, choose an external source and navigate through the folders to the file you want to post. A new file reference or copy is created in Salesforce for the corresponding external file. If a file reference already exists for the file you select, it will be reused.


Describe the advantages to posting a file attachment using Chatter.

Posting a file attachment using Chatter uses Salesforce Files to manage the file; this is discussed in greater detail in the Content section.

When you use the Chatter feed to post a file to a record in Salesforce, two things happen:

1. All users with view access to the record are granted the ability to view the Chatter file.
2. Chatter will post a link to the file in the Notes and Attachments related list listed with type "Feed Attachment".


Describe the capabilities of Chatter Publisher Actions.

Chatter Publisher Actions allow an administrator to define actions (create a record, or invoke a VisualForce page) that a user can take quickly and directly from within their Chatter feed.


General description of Chatter User licenses in Salesforce.

All standard Salesforce licenses allow free Chatter access for everyone in your organization.
Salesforce also offers Chatter-specific licenses: Chatter External, Chatter Free, and Chatter Only (also known as Chatter Plus).


What is Chatter External in Salesforce?

For users outside the Organization's email domain. These external users, also called customers, can be invited to Chatter groups that allow customers. Customers can access information and interact with users only in the groups they’re invited to. They have no access to Chatter objects or data.


What is Chatter Free in Salesforce?

The Chatter Free license is for users who don’t have Salesforce licenses but need access to Chatter. These users can access standard Chatter items such as people, profiles, groups, and files, but they can’t access any Salesforce objects or data. Chatter Free users can also be Chatter moderators.


Chatter Only (Chatter Plus)

The Chatter Only license is also known as the Chatter Plus license. It is for users that don’t have Salesforce licenses but need access to some Salesforce objects in addition to Chatter. Chatter Plus users can be Chatter moderators and have access to standard Chatter people, profiles, groups, and files pages. They also can
View Salesforce accounts and contacts
Use Salesforce CRM Content, Ideas, and Answers
Access dashboards and reports
Use and approve workflows
Use the calendar to create and track activities
View and modify up to ten custom objects
Add records to groups
By default, the tabs for standard Salesforce objects are hidden from Chatter Plus users. Expose these tabs, if you want to make them available to Chatter Plus users.


Describe how to deploy Chatter via profiles and permission sets (rather than org-wide).

Prior to the Summer 14 release, Chatter had to be deployed org-wide (to all users or no users). With the Summer 14 release, Chatter can be deployed to specific users via profiles or permission sets. To deploy Chatter in this fashion, you must raise a case with