How to create a chatter group in salesforce lightning
How do you make a chatter group in Salesforce lightning?
Create Chatter Groups for All Sales and All Support
- Click the App Launcher .
- Enter Groups in the Search apps and items box and select Groups.
- Click New.
- Fill in the new group information: Group Name: All Sales.
- Click Save & Next.
- Skip adding a group photo by clicking Next.
- Skip adding members for now and click Done.
Who can create Chatter groups?
Public: Anyone can see and add posts, comments, and files. Anyone can join. Private: Only group members can see and add posts, comments, and files. People must ask to join, and the group’s owner or managers must add them.
Where is the chatter group in Salesforce lightning?
You can identify groups with customers in Salesforce Classic by the orange upper left corner of the group photo. You can identify groups with customers in Lightning Experience by a caption in the group header.
What are Salesforce Chatter groups?
Groups are the main collaboration space in Chatter. You can organize a group around a project and add all project participants to it. Members use the group feed to exchange information, process a decision, and ask and answer questions.
How do you add people to a chatter group?
Options to add group members:
In Salesforce, navigate to the Chatter Group and click Add/Remove Members and search for Users or select to view ‘Everyone’ and click the Add button for each User.
Where is chatter group in Salesforce?
Click the Groups tab. If you don’t see the Groups tab, open the App Launcher, search for groups , and click your result. On the Groups list page, click New Group, and enter a group name and description. Note Group names must be unique across public and private groups.
How do I invite an external user to a chatter in Salesforce?
In the Manage Members section on the group detail page, click + Add next to a member’s name to add them to the group. You can also search for members. If you’re the group owner or manager, you can also click Add/Remove Members, then click Invite them to Salesforce Chatter!. Enter email addresses, and click Send.
What does the coworker invitation in chatter allow a user to do?
Let Salesforce users invite coworkers without Salesforce licenses to Chatter. Invited users can access Chatter people, profiles, groups, and files, but they can’t see record data unless they have a Salesforce license.
Which two actions allow the system administrator to limit chatter access during roll out to a subset of Salesforce users choose 2 answers?
Edit a Profile to “Enable Chatter” for the subset of users. “Enable Chatter” permission is added to the user profiles and permission sets during Chatter profile based roll–out. a. The system Administrator has to log in as Sales force administrator to perform this action.
Which setting on a profile makes a tab not accessible?
Private What tab setting on a profile makes a tab NOT accessible on the All | Course Hero. You can ask !
What does a campaign influence allow a user to do?
Summarize campaign member statistics on a campaign. Report on the campaigns that hace contributed to an opportunity. View the entire campaign hierarchy. Adjust the percentage of the influence each campaign has on an opportunity.
In which two locations can a system administrator assign a page layout?
System Administrator assign page layout in Profile.
Where can a system administrator assign a page layout Choose 2 answers?
Answer. In the Page Layouts section, click the Page Layout Assignment button. Click the Edit Assignment button. Click System Administrator in the list, and select Expense Mobile Layout in the Page Layout To Use dropdown list.
What action can a user with the standard system administrator profile take?
Which action can a user with the standard system administrator profile take? Assign, custom profiles to users, reset all users passwords, assign feature license to users.
What is publisher layout in Salesforce?
Global publisher layouts determine the global actions that appear in the various Salesforce interfaces. In Salesforce Classic and Lightning Experience, these layouts customize the actions on global pages (like the Home page) and on the Chatter page. Global publisher layouts can include global actions only.
What are the 4 types of publisher actions?
About Publisher Actions
- Create actions let users create records.
- Log a call actions let users record the details of phone calls or other customer interactions.
- Update actions let users make changes to a record from the record’s feed or from the publisher.
How do I add Chatter to page layout in Salesforce?
- Click Tab.
- Click Add Tab.
- Select Chatter.
- Click Done.
What is the use of compact layout in Salesforce?
Compact layouts control which fields appear in the header. For each object, you can assign up to 10 fields, including the Name field, to display in that area. Creating and customizing compact layouts for your objects isn’t required because system defaults are provided out of the box.