How to create a chatter group in salesforce
How do I create a Chatter group in Salesforce?
First, create the All Sales Chatter group.
- 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.
How do I set up a chatter group in Salesforce lightning?
Create Chatter Groups
- From the App Launcher ( ), find and select Salesforce Chatter.
- Click the Groups tab, then click New.
- Fill in the details. Name: Bengal Interest. Access Type: Public.
- Click Save & Next, Next, and Done.
- Repeat steps 2 through 5 to create two new groups with these details.
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.
What are Salesforce Chatter groups?
Chatter is a great collaboration tool for your users. Through the use of Chatter groups, users can communicate and share. Chatter groups are classified as either public or private. Public means anyone can see and add posts, comments, and files.
Where can I find 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.
What type of chatter group only allows group owners and managers to create new posts?
Private: Only group members can see and add posts, comments, and files. People must ask to join, or the group’s owner or managers must add them.
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.
How do you make a Chatter Group on Community?
From the Builder, create an Object page for Groups. This creates a Group Detail page for your Chatter Group and a Group List, where you can create a new Chatter Group. Publish your changes. Logged into the Community as a system administrator, go to your new Group List and click “New” to create your new Chatter group.
How do groups work in Salesforce?
Groups are a set of users. In a group, you can add individual users, other groups, users in a particular group or territory, roles, and subordinates. There are two types of groups in Salesforce: Private group: Individual users can create groups for their own personal use.
How do I manage groups in Salesforce?
To create or edit a group:
- Click the control that matches the type of group: For personal groups, go to your personal settings and click My Personal Information or Personal—whichever one appears. Then click My Groups.
- Click New, or click Edit next to the group you want to edit.
- Enter the following: Field.
- Click Save.
How many groups can be created in Salesforce?
There is no limit specified by Salesforce to have public groups an organization, but for best practice use consolidated list of members to Sharing content.
How do I access groups in Salesforce?
You can use groups in the following ways.
- To set up default sharing access via a sharing rule.
- To share your records with other users.
- To specify that you want to synchronize contacts owned by other users.
- To add multiple users to a Salesforce CRM Content library.
- To assign users to specific actions in Salesforce Knowledge.
What is the difference between queues and groups in Salesforce?
Queues are typically used when you want to assign a record to a bunch of users. Using Queues you can assign a record to multiple users, so that any member of the queue can work on the record. It also allows the users to have there separate views. Group on the other hand are used more for a sharing purpose.
Who can manually share records?
Records can be shared manually with groups, roles, roles & subordinates, and individual users.
Only these 4 users can share the record:
- Record Owner.
- A user in a role above the owner in the role hierarchy.
- Users granted “Full Access” to record.
- Administrator.
How many ways can you share a record in Salesforce?
22 Ways to Share Records in Salesforce.
How do I make a record private in Salesforce?
Setting an object to Private makes those records visible only to record owners and those above them in the role hierarchy. Use the Grant Access Using Hierarchiescheckbox to disable access to records to users above the record owner in the hierarchy for custom objects.
What are the different types of sharing rules?
What are the different types of Sharing Rules in Salesforce and explain them?
- Account Sharing.
- Case Sharing.
- Contact Sharing.
- Custom Object Sharing.
- Lead Sharing.
- Opportunity Sharing.
- Salesforce Sharing Rules.
How do I transfer a record from one user to another in Salesforce?
From Setup, in the Quick Find box, enter Mass Transfer Records , then select Mass Transfer Records. Click the link for the type of record to transfer. Optionally, fill in the name of the existing record owner in the Transfer from field. For leads, you can transfer from users or queues.
Which three types of customization should be done on activities?
Aditya
- Workflow Rules.
- Custom Fields.
- Validation Rules.
- Trigger.
- Field Dependencies.
- Record Type.
Which two types of records can be transferred from one user to another?
When you transfer accounts it will also transfer:
- Any notes that belong to the existing owner.
- All contacts that belong to the existing owner.
- All opportunities (including optionally closed opportunities) that belong to the existing owner.
- All open activities assigned to the existing owner.
What is transfer record in Salesforce?
Quoting: If you have Transfer Record permission and Edit permission on the object type, you can transfer a record from a user to you or to someone else in Salesforce. Note: user with “Transfer Record” permission will allowed user to transfer ALL records for the object, as long as user have Edit access to the object.
Who can transfer a record in Salesforce?
Users can have the ability to transfer records to which they have edit access, including changing Account ownership. To accomplish this the “Transfer Records” permission must be added to the users’ Profile, or a Permission Set with the permission assigned to them.
What is transfer record in profile?
18. How can you use the term “Transfer Record” in profile? Transfer record is a type of permission in salesforce. If a user is is given access to transfer a record then the user will have the ability to transfer the records which have Read access.