Salesforce provides 4 group types for different purposes and audiences and they are :
Public groups
Private groups
Unlisted groups
Broadcast Only
Describe a public group:
visible and open to all employees.
Anyone in the company can join
Anyone can post, comment, and add files to it
Describe a private group:
members-only.
must request to join a private group.
Only the members can post, comment, and add files.
Non- members can see the group’s picture and description but not the group feed or files.
External users, like customers, can join, if the group owner or manager invite them.
Describe a Unlisted group:
invitation-only
don’t appear in list views or search results.
hidden from everyone except the members of the group.
Only the group’s owner and managers can invite people to join an unlisted group.
Describe a Broadcast Only group:
For making announcements.
Only the owner and managers of a broadcast-only group can post to it.
Group members can comment on those posts.
Groups are the main collaboration space in ______
Chatter
Admin can rearrange the ______ layout to include or exclude some elements.
group
If you don’t see a control that you expect to see when you create a group, you can adjust the group layout through _________ _________
Setup | Group Layouts.
All groups offer an tab for monitoring group membership and activity over time.
Engagement
To enable unlisted groups, you must have the permission set to»_space;»>
Manage Unlisted Groups.
To enable unlisted groups go to
setup
chatter settings
edit
enable unlisted groups
Allow __________in Groups (1) is likely selected by default; if it isn’t, select it.
Records
Create a Public Group by
set up app launcher groups new select options (public/private) manage/add members
Public groups cant have
Customers
After you create your group, the group email address appears under
Group Email
A group can have only _____ owner, but many managers
one
Member Count populates
_____ you create the group.
after
___________ __________shows the type of feed you chose (for example, Post or Question) in step 3, provided a choice was available to you.
Record Type
By default, groups are archived after ____inactive days.
90
To prevent automatic archiving, select _______automatic archive
Disable
To Add an Action to the Group Layout:
Setup
Quick Find box, enter Group, and then click Group Layouts.
On the Group Layout row, click Edit.
Drag and drop the actions needed
USER PERMISSIONS NEEDED to customize groups are :
“Create and Edit Record Types for Groups”
