Lightning Productivity
Features of the file tab:
1. Access all the files you own or have access to 2. Change the list of files that you see with filters 3. Access libraries and the files in libraries. You can even create folders within libraries, to better organize your content. 4. Search to find files. 5. Upload (including drag and drop) new files to Salesforce Files. All file types are supported, from Microsoft® PowerPoint® presentations and Excel® spreadsheets to Adobe® PDFs, images, and audio and video files. 6. Act on individual files directly: a. Open b. Share c. Download d. View and Edit file details e. Delete f. Uploading new version g. generating a public link to the file
What are the enhancements to Notes?
1. Auto save as you type 2. adding bold and italic formatting to text 3. bulleted and numbered items 4. imbed images 5. relating a note to multiple records 6. share a note with groups and teammates
Approvals in Chatter rely on both Chatter and Approvals. What are the steps to set it up?
1. Enable approval requests in Chatter. 2. Create an approval post template. 3. Create an approval process. 4. Enable feed tracking
What are the steps to crafting and executing a chatter deployment plan?
1. Identify champions. 2. Identify your Chatter use cases 3. Create your communication plan 4. Communicate your rules of engagement (Chattiquette) 5. Measure your results
What actions on tasks can you perform with the click of a button?
1. Mark Complete 2. Change priority 3. Change status 4. Edit 5. Delete 6. Create follow-up event
Parts of the default home page:
1. Performance chart 2. Assistant 3. News 4. Recent Records 5. Upcoming Events 6. Tasks 7. Top Deals
What are the typical elements of Chatter Publisher?
1. Post tab 2. Poll tab 3. Question tab 4. Font styles, including remove styles action 5. List styles 6. Inline image (copying inline images from external sources and pasting them into the editor isn't supported) 7. Inline Hyperlink (hyperlinking inline images isn't supported) 8. Emoji selector 9. @Mention action 10. Add file action 11. Link-to-record prompt
What is a users limit for follows?
AppExchange also has some useful components for monitoring. For example, Follow Anything is a record page component that you can use to follow, unfollow, and view record feeds. The Chatter Unfollow Rules app provides a way to automatically unfollow records that meet a certain criteria, for example, a case or opportunity that's closed. Automatically unfollowing is an efficient way to help your users avoid hitting that 500 follow limit.
What are bundles?
Bundles are collections of feed tracked change items that you see in feeds. Feed tracked changes (FTCs) are bundled when at least three FTCs with the same parent ID are formed within a specified time. The default time is 1,440 minutes.
What about group archiving?
By default, groups are archived after 90 inactive days. To prevent automatic archiving, select Disable automatic archiving. When a Chatter group is archived, group members can't post messages or share files with the group. However, previous posts, comments, and files remain available for reference. Mentioning a group (@[group_name]) doesn't count as feed activity in that group and doesn't delay group archiving. Group owners, group managers, and users with the permission Modify All Data can manually archive or edit the group's automatic archiving settings at any time.
What are Chatter live feeds?
Chatter in Lightning Experience offers you live feeds in groups and live comments everywhere. No more page refreshes to keep your feed up-to-the-minute. As new posts and comments come in, they flash yellow. If the live update isn't in view, a notification pops up at the top of the feed, alerting you to new stuff.
Global actions menu
Click the + button
What counts are included on the engagement tab?
Counts include number of members, number of posts, number of questions, number of unanswered questions, number of likes, and number of comments.
Why are there two Notes related lists?
Don't worry, your eyes are fine. Notes (new) - Enhanced notes and classic notes don't play well together. So the enhanced Notes that you create for a record are located in the Notes related list. Notes & Attachments (old) - Any notes that you previously created for the record using the classic notes tool are in the Notes & Attachments related list.
How to measure Chatter success?
Download Salesforce vChatter Dashboards and Your Community Manager can also conduct surveys,
What is the purpose of the Chatter Engagement Tab?
Engagement tab for monitoring group membership and activity over time.
T or F. In Chatter, tracked field updates that are older than 30 days are deleted automatically?
F. In Chatter, tracked field updates that are older than 45 days and have no likes or comments are deleted automatically. Sharing rules and field-level security affect the visibility of record changes in Chatter feeds. Users must be able to access a record to see notifications about changes to that record in their feeds.
T or F. You can customize keyboard shortcuts in Lightning Experience
False - You can't customize keyboard shortcuts in Lightning Experience.
T or F A group can have one owner and one manager?
False A group can have only one owner, but many managers. Owners and managers have the same privileges on the group.
T or F You can send email from the global actions menu?
False. You cannot send email from the global actions menu
What are some uses of flows in communities?
Flows are perfect for portals built on Salesforce Communities, whether the portal is geared toward customers, partners, employees, or some other group altogether. Surveys Registration forms Interest forms Quote generators, such as for a car they're selling
Is Feed Tracking enabled by default?
In Lightning Experience, Feed Tracking must be enabled for an object for Chatter to be available to it. The only exceptions are Group, Site, and User objects; no matter whether Feed Tracking is enabled on those objects, Chatter is available to them.
How is file management easier in Lightning?
In Lightning Experience, Salesforce Files unifies your files, documents, and libraries into a single place for easier management. You can grab the content you need from wherever you are in the app. There is now a prominent "Files" tab
In Lightning where can you create email?
In Lightning Experience, you have several options for creating and sending emails. 1. The Activity Composer on a record 2. The Global Actions menu
What is a big difference between notes in Classic and Lightning?
In Salesforce Classic, creating notes is tied to the Notes & Attachments related list on records or the Chatter publisher on feeds. In Lightning Experience, you can launch a new note from anywhere.
Approval request posts appear:
In the assigned approver's Chatter feed On the submitter's profile, but not in their Chatter feed unless they're following the approval record In the Chatter feed of the approval record In the Chatter feed of anyone following the approval record
What three things can you include with an email list?
In the list email, you can include templates merge fields, attachments NOTE: Send List Email is also available from a campaign member list
What can Chatter Classic Do?
It provides: 1. controls for adding styles (bold, italics, strike through to a post 2. bullet lists 3. posting a file link 4. adding an event. 5. asking a question 6. running a poll.
Can still create notes from the old places and automatically associate to a record
It's also easy to create notes that are automatically related to a record you're working with. Look for the New Note action in the record's action menu, or use the New button on the Notes related list.
Did you know there is a new tasks tab in Lightning?
Jump straight to your task lists from any page instead of always needing to navigate to the Home page by using the new Tasks Tab
T or F Keyboard shortcuts are case sensitive
Keyboard shortcuts aren't case-sensitive. For example, Shift+B is the same as Shift+b. If Ctrl, Alt, or Shift is part of the shortcut, the sequence of the keys doesn't matter. For example, Ctrl+Alt+A is the same as Alt+Ctrl+A.
What is wierd about Lightning Templates?
Lightning Experience includes a new type of email template that you can create. With Lightning templates, you enjoy rich text support and easy file preview and sharing. Just send the email attachment as a link. However, if you need Letterhead, Custom HTML, or Visualforce templates, you may want to continue using your Classic templates until these features are available in Lightning templates. NOTE: You cannot edit classic templates in Lightning but you can view them.
T or F You can use the same shortcuts in Classic as in Lightning
Lightning Experience keyboard shortcuts don't work on Salesforce Classic apps viewed in Lightning Experience or in Visualforce or iFramed components.
Open the Tasks Tab and what do you see?
List of tasks on the left and expanded the selected one in the right pane
What are live comments?
Live comments are available everywhere and not just in groups. When someone's entering a comment, an animation shows that there's activity on the post and lets you know who's commenting. When the comment's saved, it flashes yellow in the feed, and you get that pop-up notification letting you know that new content is available.
Old Way - Classic Open Activities and Activity History
New Way - Activities Timeline
Are Files the same as Attachments?
No - Attachments on records aren't automatically available from Salesforce Files or the Files related list because attachments aren't actually files. There are options for your admin to convert attachments to Salesforce Files.
Can you continue to use both Files and Notes and Attachments?
No - You can't create new attachments in Lightning Experience.
Can you still use Documents in Lightning?
No. The Documents tab isn't making the trek to Lightning Experience. If you have files in Documents that you need to access in Lightning Experience, we recommend downloading them, then uploading them to your Asset Library in Files home. One exception is documents used in email templates as attachments. These files need to stay in Documents for now.
Can you manage libraries in Lightning?
No. You must switch to Salesforce Classic to create or manage libraries. If you don't have this option, talk to your Salesforce admin. Content deliveries aren't available in Lightning Experience, but link sharing is supported.
What else is new with Notes?
Notes now has a list view and a prominent tab You can even call up previous versions of a note to see what's changed, or revert to an earlier version.
What are some use cases for feed tracking?
Often, it's useful for your users to be notified when a field value changes—an account gets a new owner or its name is revised. That's where feed tracking comes in. It lets you select the record fields to follow. When a tracked field changes, it triggers both Chatter posts and email notifications.
How do you send group emails (to leads and contacts) with Lightning?
On the Contacts tab , 1. first create and save a list view of contacts or leads to which you want to send email, 2. click Send List Email
What is a stream?
Only in Lightning Experience can you combine multiple feeds from many kinds of objects into a single view, called a stream.
Can you invite external members to a private group?
Private groups can also have external members. For example, create a private group to collaborate with customers or subject matter experts who are outside your company.
What are the 4 group types?
Public groups are visible and open to all employees. Anyone in the company can join a public group, and then post, comment, and add files to it. Private groups are members-only. People must request to join a private group. Only the members of the group can post, comment, and add files. People who are not members can see the group's picture and description but not the group feed or files. If the group allows external users, like customers, to join, the group owner or manager must invite them. Unlisted groups are invitation-only and don't appear in list views or search results. An unlisted group is hidden from everyone except the members of the group. Only the group's owner and managers can invite people to join an unlisted group. As the admin, you must enable the option to create unlisted groups. Broadcast Only groups are for making announcements. Only the owner and managers of a broadcast-only group can post to it. But group members can comment on those posts. You can make any type of group broadcast-only.
What is a group record type?
Record Type shows the type of feed you chose (for example, Post or Question)
What are the parts of Groups in Lightning?
There's *the image to promote group identity *a banner to make the page more visually compelling. *A statement about the group type, "Private with Customers" replaces the colored corner on the image (1). *Lots of actions to take in the group, too (2). In Lightning Experience, these actions are more exposed and, therefore, easier to discover. *The extra actions for polls, questions, and announcements are right in view (3). *There's even a field for searching in just this feed (4). *Finally, you can view useful group statistics
How is retention handled when a comment is made on an item in a bundle?
When someone comments on a bundled FTC, it's removed from the bundle and placed on its own in the feed. FTCs without comments or likes are deleted and removed from the bundle after 45 days. If the number of FTCs in an existing bundle drops to two, the bundle's nonetheless preserved. If the number of FTCs in a bundle drops to one, the bundle's deleted, and the single FTC appears on its own in the feed.
What is the seen by the seen-by capability in private and unlisted groups.
When the seen-by feature is enabled, it places a seen-by count by each post. Click the count to see who's seen that post.
With files, can you access files from external sources?
Yes - The Files related list also opens the door to all of the files in Salesforce Files that you have access to, including files in libraries and external repositories like Google Drive or Box. To attach files from Salesforce Files, click Add Files in the Files related list.
Can you see opportunities that are going to close on your calendar?
Yes, you can add an Opportunities Closing calendar to your calendar to visually see all the close dates of your opportunities You can see contract end dates too
Can users without a Salesforce license execute flows?
Yes. we can add flows to our org's Lightning community page.
What new things can you do in the email composer?
You can also do more in the email composer: 1. add attachments, 2. insert merge fields, 3. insert or create a template, 4. preview your email before you send it, 5. erase what's in the email and start over, and 6. expand the email composer for more space.
How can you best find activities you are looking for?
You can also filter activities (by type and date range) As you complete a task, click the checkbox to mark it complete
How to do change an existing member to a manager?
You can also search for existing members and promote them to manager.
For what objects can you filter search results?
You can filter search results for accounts, contacts, opportunities, leads, cases, dashboards, files, Knowledge articles, notes, people, tasks, custom objects
Field Tracking ->
You can track fields on User, Group, Custom, and External objects, and the following standard objects: Account, Article Type, Asset, Campaign, Case, Contact, Contract, Dashboard, Event, Lead, Opportunity, Product, Report, Solution, and Task.
Does the utility bar also automatically appear in apps?
Your org's standard and console apps can have their own dedicated utility bars, each with a unique set of utilities. But the utility bar isn't displayed in apps by default. If you don't see a utility bar in the apps you use, ask your admin to consider turning it on.
Administrators enable email notifications for Chatter
Your users can keep the default notifications that you set up, or they can override your settings with their own. Users can control 1. whether they receive emails, 2. the changes that trigger emails, and 3. the frequency of delivery Administrators can: Allow Emails to turn on Chatter email notifications for all your users. Allow Email Replies to allow users to post their replies to email notifications in Chatter. Allow Posts via Email to allow users to post to groups through email. Allow Attachments via Email to allow users to include attachments when they use email to post to a group. On the emails from Chatter, show mobile app download badges to add App Store and Google Play badges for the Salesforce app to all Chatter email notifications from your internal org so they can download Salesforce App
What keyboard shortcut displays the shortcut menu
cmd /
What keyboard shortcut is for saving
cmd S
What keyboard shortcut saves a post
cmd enter
Access to Chatter elements:
everyone with access to a post can comment on it, like it, and share it. bookmark mute it. The author and some permitted users can: edit and delete the post People can delete their own posts, but, under most circumstances, they can't delete other people's posts nor generated posts like deleting record updates, such as a post about a changed field
Groups are the main collaboration space in Chatter. What are three use cases for groups?
project, a topic, a line of business
What are global actions menu and utility bar on all pages?
the Global Actions menu and the utility bar. Both options are always just a click away, so you can seamlessly act when inspiration strikes, without switching away from other work in progress.
Search uses fuzzy searching
will find grand and grnad
What is the criteria for the performance chart?
The performance chart (1) displays data based on opportunities belonging to you or your sales team. Only opportunities for the current sales quarter that are closed or open with a probability over 70% are displayed.
Utility Bar
The utility bar is a fixed footer where you can quickly access handy utilities and common productivity tools, such as Notes, Quip, a flow launcher, telephony features... even custom options that your admin whips up.
How can you use the engagement tab?
Use the Engagement tab to monitor how active the group is, the cadence of activity, the stability of group membership, and various count summaries.
Approval through chatter ->
The approval process can send an approval request as a Chatter post. You can create a template for that post to ensure that the same type of data is posted with every request.
On Chatter Publisher, what should you do if the record you want to link to isn't in the selection list after clicking the link-to-record button?
The link-to-record feature brings up records that you have recently viewed. If the record you want to link to isn't on the selection list, visit the record and try again.
What key places your cursor in the global search box?
/
What can admins control with chatter?
1. Turn on/off Chatter 2. Chatter group settings 3. Show rich content in the feed. Convert links in posts into embedded videos, images, and article previews. 4. Turn on Draft Posts and the My Drafts feed. 5. Show emoticons in feed items and comments. 6. Let users set an out of office message in chatter 7. Allow guest and authenticated external users to view topics in Salesforce Sites and Portals. 8. Allow users to receive approval requests as posts. 9. Open up your corporate network for free! Allow Salesforce.com users to invite coworkers without Salesforce.com licenses to Chatter. 10 Allow users to invite customers to groups they own or manage. 11. Add actions you create to the publisher on the home page, Chatter tab, and record detail pages. 12. Display recommendations to use the Salesforce Today mobile app. 13. Allow record owner, a Chatter moderator, and a moderator in this community to edit posts and comments 14. Rich text posts 15. Make post pinning available in this org and your communities. 16. On case feed posts, show a timestamp that is relative (2h ago) or absolute (October 31, 2019 at 9:23 am). The default is relative
How is the activities section organized?
1. Upcoming & Overdue 2. past months You can click Expand All to open all the sections at once
With Chatter Lightning you can do all Classic can do plus the following:
1. adding an inline image 2. add an inline link 3. insert code snippets, 4. select an emoji, 5. @ mention a person or a group. 6. link to records 7. attach up to 10 files 8. a draft of your post is automatically saved every seven seconds. You can view your drafts in the My Drafts feed, available on the Chatter page.
Stream Limits
100 Streams Up to 25 feeds in a stream
How many fields per object can you track?
20
If you're a group manager or owner (or an admin), you can pin up to three posts to the top of group and topics feeds. How long will a pinned post stay at the top of the feed?
A pinned post stays at the top of the feed until someone unpins it. Admins can assign pin post permission to selected users.
a chatter use case
A series of quick polls to gauge employee reaction to a company directive, like a charity donation or a planned product enhancement. An Event Planning Chatter group where you can collaborate while planning a department event. Collaborate on the slides for the event, schedule speakers, share details on the agenda. You can drive adoption with a sense of play. Consider setting up a "school picture day" for all company employees. Have a photo booth with props, and take fun pictures. Send out the results, and encourage employees to use the pictures in their Chatter profile.
Fields that are tracked by default when you enable feed tracking for:
Accounts: Account Name, Account Owner Cases: Case Owner, Priority Groups: Allow Customers, Description, Access Type, Information, Information Title, Name, Owner Contacts: Account Name, Contact Owner, Name Leads: Lead Owner, Lead Status, Name Opportunities: Amount, Close Date, Opportunity Name, Opportunity Owner, Stage Users: About Me, Address, Email, Manager, Phone, Title Note
See Search Filter in the left pane
Admins determine which fields are available for filtering when they set up the layout for search results. You can filter only on the columns that appear on the search results page.
What is Group email?
After you create your group, the group email address appears under Group Email. You can see it here and in the right column of your group page. People with access to the group can use the address to post to the group feed through email.
How is Lookup search better in Lightning?
Search results come right under the field and acts a lot like global search When you press Enter to perform a full lookup search, all searchable fields are searched. Search features like spelling correction are applied. You can sort full search results by clicking the column headings and by relevance.
Calendar in Lightning now has its own tab
See diagram
When you select to allow customers in a private group, it's clearly shown on the group page. The label, Private with Customers, appears below the group name.
See screen shot
How is sharing a post different in Lightning?
Sharing in Classic is a copy and changing original doesn't affect the copy Sharing in Lightning is a pointer and changing the original does change the shared one
Searching (global search)
Suggested Records— Lists up to five records that have a name that matches your search term. Records include 1. recent items, 2. items from your most frequently used objects, and 3. items from the current object.
What are Feed Tracked Changes?
System-generated posts about record updates are called Feed Tracked Changes, or FTCs. The person who posted, the group owner, a group manager, and anyone with Modify All Data permission can delete a post. These same people can delete a comment on the post.
Identify Champions:
Three types you need: 1. Sponsors - at least one executive identified as the sponsor. When your Executive Sponsor is actively posting in Chatter, others follow suit. Now, this person usually has a full calendar, so a good guideline for your Executive Sponsor is one post a day. 2. Evangelist - Formally recognize them as Chatter Evangelists. Your evangelists can help answer questions, encourage other users who are nervous about posting, create and manage groups, and curate content. 3. Community Manager - For Chatter to soar, you need great content and a sense of community. You need a Community Manager curating quality content and driving user engagement. Examples of great content include helpful files, links to industry news articles or videos, posts about events. They'll measure your results, work with evangelists, and deploy adoption programs to keep Chatter going long after deployment.
How can users opt out of chatter approvals?
Through their personal Chatter settings, users can opt out of receiving approval requests as posts in their Chatter feeds. They continue to get notified through email. Users who don't opt out get both a Chatter post and an email notification.
How can you use topics in chatter?
Topics can promote company-wide collaboration and the visibility of company objectives (#CorporateGoals). #givingback
T or F Deleting a stream doesn't delete the feeds it contained.
True
T or F Groups help users build, preserve, and share knowledge that's vital to getting the job done and keeping everyone aligned?
True
T or F. It's a general best practice to turn on Chatter after hours
True
T or F. Making an unlisted group gives you a way to set up a private space for discussing sensitive material with a specific audience.
True and By default, the creation of unlisted groups is disabled.
T or F. Tasks are in the Tasks tab and in the activity timeline?
True - tasks are also shown in the activity timeline
T or F You automatically receive an email after sending an email to an email list?
True, You will automatically receive an email with the status and list of the emails you sent.
Admin can set your company's branding and email from which it comes
Under Sender, enter the name and email address for your org's Chatter email account. Under Branding, provide an image, like your company logo, sized for email (150 x 150 pixels or less), and a footer that contains your company address.