Slaesforce FAQ

how to change salesforce user from standard to chatter

by Kallie Dicki Published 3 years ago Updated 2 years ago
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From Setup, enter Profiles in the Quick Find box, then select Profiles. For each custom user profile: Click Edit. In the Administrative Permissions section, select or deselect Enable Chatter, depending on whether you want users with this profile to have Chatter access.

*Salesforce license can be downgraded to Chatter Only provided it's available and provisioned on the org.
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  1. Navigate to Setup | Users | Users.
  2. Next to the User's name, click Edit.
  3. From the 'User License' picklist, select Salesforce.
  4. Click Save.

Full Answer

What can a chatter only user do in Salesforce?

Can access all standard Chatter people, profiles, groups, and files. Additionally, they can: You must expose the tabs for the standard Salesforce objects that the Chatter Only user profile can access, as they are hidden by default for these users. Professional Edition organizations must have Profiles enabled to perform these tasks.

What is Salesforce Chatter by christchristine?

Christine is the Salesforce Evangelist at Salesforce Ben. She is a 6 x certified Salesforce MVP, a regular speaker at Salesforce events, and leads the Bristol Salesforce Admin group. Salesforce Chatter is a collaboration tool built into the Salesforce user interface.

What happens if I change a chatter moderator's profile?

Changing a user's profile from Chatter Moderator User to Chatter Free User removes moderator privileges in Chatter. What is a Chatter moderator and who can be one? Only available with the Chatter Free user license.

How do I view private messages in Salesforce Chatter?

Recognize your coworkers with thanks badges and post your thanks directly to the Chatter feed. Salesforce administrators with the Manage Chatter Messages permission can access all users’ private messages via SOAP API. You can view and delete any message (for example, for compliance).

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How do I change user type in Salesforce?

Go to: Your Name > Setup > Admin > Manage Users > User > Select the User Record > Click Edit > Change User license. This is assuming you are meaning License Type and not profile.

How do I create a Chatter Free user in Salesforce?

How to create a Chatter Free user in SalesforceClick "Quick Find" box and type "Users"Select "User License" as "Chatter Free"Enter the Email ID of the user in the "Email" and "Username" fields.Click on the "Save" button.

What is the difference between chatter free user and chatter moderator user?

A Chatter moderator user is a Chatter user with some additional privileges: These privileges include: Activate or deactivate Chatter Free users. Assign a Chatter Free user as a moderator or take the privilege away. Delete posts and comments that they can see.

What is a Chatter user in Salesforce?

Chatter Free These users can access standard Chatter items such as people, profiles, groups, and files, but they can't access any Salesforce objects or data. Chatter Free users can also be Chatter moderators. Chatter Free users don't see tabs like other Salesforce users.

What is chatter only license in Salesforce?

The Chatter Only license is also known as the Chatter Plus license. It's available only to existing Chatter Plus customers. It is designed for users that don't have Salesforce licenses but need access to some Salesforce objects in addition to chatter. There is a cost for this license.

Can Chatter Free users subscribe reports?

Users are able to send scheudled reports to chatter free users. This should be blocked. In case that the "Enable access levels for sharing report and dashboard folders" perm is turned off: If the folder is accessible by all users including portal users, Chatter Free users can be added into email recipients there.

Who has the permission to edit a chatter profile?

Chatter profiles have nothing to do with permissions and licenses. They are just user's landing pages on chatter, like your LinkedIn or Facebook profile pages.

How do I use Chatter in Salesforce?

4:4322:40Chatter Overview And Demo | Chatter In Salesforce | Simplilearn - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you can get this as well from your home page so if you click on the Home tab you can see if yourMoreAnd you can get this as well from your home page so if you click on the Home tab you can see if your chatter feed is open you can see the chatter feed. There. About enabling chatter in Salesforce.

What are the different types of Salesforce licenses?

Salesforce offers these license types.Standard User Licenses.Chatter User Licenses.Experience Cloud User Licenses.Service Cloud Portal User Licenses.Sites and Site.com User Licenses.Authenticated Website User Licenses.

How do I enable Chatter in Salesforce?

For each existing user-level permission set:In the System section, click System Permissions.Click Edit, and select Enable Chatter. The Enable Chatter permission is available in a permission set only after Chatter profile-based rollout is enabled for your org.Save your changes.

How do I enable Chatter feed on standard object?

Enable Chatter feed tracking on the Review object.From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.In the list of available objects, click Review.Select Enable Feed Tracking.Select these fields: Core Competencies. Experience. Interviewer. Job Application. Leadership Skills. ... Click Save.

How do I enable chatter for community users?

To Enable chatter on your communityGo to setup.search chatter.check on Enable.

Salesforce Chatter Features

Salesforce Chatter offers many features to boost collaboration between users. Chatter’s functionality mirrors that of a social media platform, with tagging, @mentioning, and more.

What is a Chatter Feed?

A Chatter Feed is a list of published posts. Chatter Feeds can be accessed from either:

Chatter Groups

Chatter Groups allow particular sets of users to collaborate on Salesforce. Groups have three visibility settings:

Chatter Email Digest

When you join a Chatter Group or decide to “Follow” a colleague, you will receive email notifications on their Chatter activity.

Chatter Feed Tracking

Chatter Feed Tracking on a record will display polls, posts, comments, and record updates. For record updates to appear, feed tracking must be enabled.

Attach Files

When a file is attached to a record, it is also added to the Notes and Attachment related list and stored in Files.

Salesforce Topics

You can create and add topics in Salesforce to Chatter posts or records; topics are added by including a Chatter post hashtag.

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