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Lightning Experience Productivity - Collaborate with Feeds and Groups

Understand the features of the Chatter publisher in Salesforce Classic and Lightning Experience, including adding styles, posting files, and inserting code snippets.

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@Carenem

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Questions and Answers

What is the recommended collaborative experience for users?

Lightning Experience

What feature is unique to the Chatter publisher in Lightning Experience?

Inserting code snippets

How often is a draft of your post automatically saved in Lightning Experience?

Every 7 seconds

Where can you view your drafts in Lightning Experience?

<p>My Drafts feed</p> Signup and view all the answers

What is the advantage of using Chatter in Lightning Experience?

<p>You can work faster and do more</p> Signup and view all the answers

What is the difference between the two Chatter publishers?

<p>Lightning Experience has more features and easier access</p> Signup and view all the answers

What is the purpose of the link-to-record tip in Lightning Experience?

<p>To link to records in a post</p> Signup and view all the answers

How many files can be attached to a post in Lightning Experience?

<p>10 files</p> Signup and view all the answers

What is the main advantage of using inline images in Lightning Experience?

<p>To provide a more direct visual experience for the audience</p> Signup and view all the answers

What happens when a new post or comment is made in a live feed?

<p>The new content flashes yellow and a notification pops up</p> Signup and view all the answers

What is the purpose of a stream in Lightning Experience?

<p>To combine multiple feeds into a single view</p> Signup and view all the answers

How many feeds can be added to a stream?

<p>Up to 25 feeds</p> Signup and view all the answers

How do you create a new stream in Lightning Experience?

<p>By clicking the New Stream icon next to the Streams header</p> Signup and view all the answers

What is the advantage of using live comments in Lightning Experience?

<p>To allow for real-time commenting and feedback</p> Signup and view all the answers

How do you add a feed to a stream from a feed's Follow action?

<p>By clicking the Follow button and selecting the stream</p> Signup and view all the answers

What happens to the feeds in a stream when the stream is deleted?

<p>The feeds are removed from the stream but remain available</p> Signup and view all the answers

What is the purpose of the refresh icon in a live feed?

<p>To update just the feed</p> Signup and view all the answers

How many streams can a user have in Lightning Experience?

<p>Up to 100 streams</p> Signup and view all the answers

What happens to the feeds when a stream is deleted?

<p>They are not deleted and remain intact</p> Signup and view all the answers

How does sharing a post work in Lightning Experience?

<p>It creates a window to the original post</p> Signup and view all the answers

What is the purpose of the 'seen-by' feature in private and unlisted groups?

<p>To track who has seen a post</p> Signup and view all the answers

What is the maximum number of posts that can be pinned to the top of a group or topic feed?

<p>3</p> Signup and view all the answers

What is the difference between a group image and a group banner?

<p>A group image is used for the group's identity, while a group banner is used for the group's visual appeal</p> Signup and view all the answers

How do you add a banner to a group page?

<p>You can add a banner at any time, as the group owner or manager</p> Signup and view all the answers

What is the recommended size for a group banner image?

<p>1280 x 300 pixels</p> Signup and view all the answers

What happens when you pin a post to the top of a group or topic feed?

<p>The post stays at the top of the feed until someone unpins it</p> Signup and view all the answers

What is the benefit of using the 'Copy Link' feature?

<p>It allows you to share a post only with people who have access to the post's home feed</p> Signup and view all the answers

Why is it important to use your Trailhead Playground?

<p>To ensure that you don't post to your company's Chatter feed</p> Signup and view all the answers

Study Notes

Chatter Publisher

  • The Chatter publisher in Salesforce Classic provides controls for adding styles and lists to a post, posting a file link, and adding an event.
  • The Chatter publisher in Lightning Experience offers additional features, including:
    • Adding an inline image and linking from the post
    • Inserting code snippets
    • Selecting an emoji
    • Mentioning a person or a group
    • Linking to records in the post
    • Attaching up to 10 files to the post
    • Auto-saving draft posts every 7 seconds
    • Viewing drafts in the My Drafts feed

Collaboration in Lightning Experience

  • Collaboration is better in Lightning Experience, allowing users to work faster and do more.
  • Features in Lightning Experience include:
    • Live feeds and streams
    • Record linking
    • Hyperlinks in posts and comments
    • Auto-saved draft posts
    • Cloned sharing

Inline Actions

  • In Lightning Experience, images can be added inline in a post, providing a more direct visual experience.
  • Inline hyperlinking is also available in Lightning Experience, allowing users to highlight text and link to a URL.

Live Feeds

  • Live feeds in Lightning Experience provide real-time updates, eliminating the need for page refreshes.
  • New posts and comments flash yellow, and a notification pops up at the top of the feed.
  • Live comments are available everywhere, not just in groups.

Streams

  • Streams in Lightning Experience allow users to combine multiple feeds from various objects into a single view.
  • Streams can be created quickly and easily, and up to 100 streams can be created.
  • Up to 25 feeds can be added to a stream.

Sharing

  • In Lightning Experience, a shared post is more like a window on the original, allowing updates to be reflected in the shared post.
  • The process of grabbing a link to a post is more efficient, with a Copy Link option available.

Groups

  • Groups in Lightning Experience offer a unique and convenient feature set, including:
    • Live feeds
    • Seen-by capability in private and unlisted groups
    • Post pinning, allowing up to three posts to be pinned to the top of a group or topic feed
  • Groups in Lightning Experience have a more visually appealing design, with a banner image and a field for searching in the feed.

Group Management

  • Group owners or managers can add or change a group banner, which can be a panoramic image of at least 1280 x 300 pixels.
  • The process of adding a banner is easy and quick, with the ability to upload an image and save it.

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