Make a list of users. Create a.csv file with these columns: Name, Username, Password, Reply Email Address, Notification Email Address, Enabled, and Role External Keys. On the My Users screen, click Import.
Full Answer
How do I convert a chatter free user to a Salesforce user?
System administrators can convert Users assigned with a Chatter Free, Chatter External, or Chatter Only license to a standard Salesforce license at any time from the User Detail page. Click Setup. Under 'Administer' click Manage Users | Users. Next to the User’s name, click Edit.
What is Salesforce Chatter and who is she she?
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.
How do I downgrade my Salesforce Chatter license?
From the 'User License' picklist, select Salesforce. Click Save. Users with a Full Salesforce license or a Partner license can’t be downgraded to a Chatter Free, Chatter External, Chatter Only *, or Identity license.
How do I add chatter group members in Salesforce?
In Salesforce, navigate to the Chatter Group and click Add/Remove Member s and search for Users or select to view 'Everyone' and click the Add button for each User. See Adding and Removing Chatter Group Members for more details. Upload group members via API using the Apex Data Loader.
How do you mass add users to a chatter group in Salesforce?
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 I mass load users in Salesforce?
Perform insert option with Data Loader:Select Insert operation and select User as an object. Browse the . CSV file that you prepared for import and click Next.Map the "User" object fields and columns in . CSV file.Select a directory to save the "error and success" files and click Finish.
What can a chatter free user access in Salesforce?
The Chatter Free license is for users who don't have Salesforce licenses but must have access to Chatter. 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.
How do I mass update a user in Salesforce?
3. Update the user records with the Data LoaderLog in to the 'Data Loader'Click Update.Select Users.Select Browse and find your csv. file, click Next.Click Create or Edit a Map.Map the fields.Click Next and Select the drive/location to save success and error files.Click Finish.
Can you import Users into Salesforce?
0:402:26How to Import Users Using Data Loader in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFor creating the users. So i have already created one excel file for importing in my org. So theseMoreFor creating the users. So i have already created one excel file for importing in my org. So these are the mandatory fields which needs to be there to create any users. So these are the columns
How do I import a CSV file into Salesforce?
To upload a CSV file, click on the Upload CSV button to select the file from your computer or drag and drop your file inside the import wizard. You can import files from your PC, Dropbox account, FTP, or SFTP connection.
What is the difference between chatter external and chatter free?
They have no access to Chatter objects or data. Chatter External users can view user profiles, but they can't edit them. The Chatter Free license is for users who don't have Salesforce licenses but must have access to Chatter.
Can Chatter Free users subscribe to reports?
But did you know that Chatter Free users can receive scheduled reports? That's right, with just a Chatter Free license, you can automate the process and not pay a penny extra.
How do I login as a free Chatter user?
1 AnswerCreate a Chatter Free user.User will be able to login using the initial login link.User logs out.The next time user tries to login, please ask them to login using instance_name.salesforce.com instead of test.salesforce.com. ... User will be able to login successfully from now without any issues.
What is mass update addresses Salesforce?
Mass Update Addresses is used to update the country/territory or state/province field on all records with a standard address field. These include addresses on: accounts, contacts, contracts (activated), contracts (not activated), leads, orders (activated), and orders (draft).
How do I edit multiple records in Salesforce?
To edit fields for multiple records.Select the Checkbox from the left of the records that you need to edit. ( ... Hover over the cell to edit, and then click. ... Make your change in the editable cell or cells.Select the Checkbox to update the selected Items and Click Apply.More items...•
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.