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Salesforce Chatterplus Tipsheet

Salesforce Chatterplus Tipsheet

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CHATTER PLUS FREQUENTLY ASKED

QUESTIONS

What can Chatter Only users access outside of Chatter
Users with Chatter Only licenses can access standard Chatter people profiles groups and files plus they 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

Are Chatter Only users available in all editions
You can have Chatter Only licenses in Performance Unlimited Enterprise and Professional Edition organizations

Can my organization consist of only users with Chatter Only Chatter
Plus licenses
Yes but you also need at least one administrator in the organization with a Salesforce license to manage these users

Can my organization have Chatter Only and Chatter Free users
Yes your organization can contain both types of users

Can Chatter Only users invite people to join Chatter
Yes Chatter Only users can invite people to join as long as invitations are enabled for the organization

Can administrators upgrade a Chatter Free license to a Chatter Only
license
Yes an administrator can upgrade a Chatter Free license to a Chatter Only license If you have available Chatter Only licenses in your
organization
From Setup enter Users in the Quick Find box then select Users

Last updated February

Chatter Plus Frequently Asked Questions

Can I change a Chatter Only license to a Chatter Free license

Click Edit next to the Chatter Free user you want to upgrade
Change the user license to Chatter Only
Change the profile to Chatter Only User
Click Save
If you dont have available Chatter Only licenses contact your sales representative

Can I change a Chatter Only license to a Chatter Free license

You cant convert a Chatter Only license or any other standard Salesforce licenses to a Chatter Free license You can however deactivate
the Chatter Only user and create a new Chatter Free user with a unique user name The history remains with the Chatter Only user

Can a Chatter Only user be a moderator
Yes a Chatter Only user can be a moderator if the administrator or another moderator assigns that privilege to them

When Chatter Only users search what can they see
Chatter Only users see search results for all objects they have access to in addition to Chatter feeds For example if a user searches for
Acme they see any accounts contacts custom objects ideas answers activities reports documents people groups files and Chatter
posts and comments that contain the word Acme

Can Chatter Only users add attachments
Yes Chatter Only users can attach a file to a
Related list on an account a contact or a custom object
Post or comment on an account or contact feed The attachment is automatically added to the objects related list

Can Chatter Only users add events to accounts and contacts
Yes Chatter Only users can use the Chatter Only calendar to add tasks and events They can also associate tasks and events with accounts
and contacts that they can see

Can a Chatter Only user upload or view material in Salesforce CRM

Content libraries

Yes Chatter Only users have the same access to Salesforce CRM Content as standard Salesforce users

Chatter Plus Frequently Asked Questions

How much data storage and file storage does each Chatter
Only user get

How much data storage and file storage does each Chatter Only user
get

Each Chatter Only user gets MB of data storage and GB of file storage

Can a Chatter Only user use workflows

A Chatter Only user can approve a workflow but cant create new workflow rules

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