Productivity and Collaboration10% of the exam
Chatter groups, access levels, and customers
Public, private, unlisted, and broadcast Chatter groups: who can find, join, and administer each one, how Chatter customers are limited to their groups, and how records are added to groups.
Describe the features of Chatter (groups, accessibility to groups, internal/external users).
~8 min read · 7 practice questions ·
What the exam expects
- Choose the right Chatter group access level (public, private, or unlisted) for a visibility requirement, including what nonmembers can still see.
- Explain how people join each group type and who approves or invites them (owner, manager, admin permissions).
- Identify which permissions reach group content: Modify All Data and View All Data for public and private groups, Manage Unlisted Groups for unlisted groups.
- Bring external users into a group with Allow Customers, and describe what Chatter customers can and can't see, including the permanence of that choice.
- Configure group behaviour: Broadcast Only posting and adding records such as opportunities to a group.
Key facts
Group limits
- Detail
- A user can join up to 300 groups; an org can have 30,000 groups
Create groups permission
- Detail
- Create and Own New Chatter Groups, on by default
Private group join
- Detail
- Ask to join; owner or manager adds the person
Unlisted group join
- Detail
- No asking; owner or manager must invite
Unlisted availability
- Detail
- Off by default; enable in Chatter Settings
Unlisted vs admins
- Detail
- Modify All Data and View All Data see unlisted groups only as members
Unlisted access for nonmembers
- Detail
- Manage Unlisted Groups permission
Allow Customers
- Detail
- Private or unlisted groups only; access level can't change afterwards
Customer visibility
- Detail
- Only their groups, those groups' members, and shared files; no records
Private to public
- Detail
- Content becomes visible to all and pending requests are accepted
Unlisted conversion
- Detail
- Owner or manager can open it up to private or public
Broadcast Only
- Detail
- Only owners and managers post; members read and comment
Records in groups
- Detail
- Allow records in groups (default on) plus the Add Record action
Sources for this section (8)
- Chatter Groupshelp.salesforce.com (opens in a new tab)
- Create Chatter Groupshelp.salesforce.com (opens in a new tab)
- Enable Unlisted Groupshelp.salesforce.com (opens in a new tab)
- Chatter Group Roleshelp.salesforce.com (opens in a new tab)
- Chatter Customershelp.salesforce.com (opens in a new tab)
- Change Group Access Levelhelp.salesforce.com (opens in a new tab)
- Broadcast Groupshelp.salesforce.com (opens in a new tab)
- Records in Chatter Groupshelp.salesforce.com (opens in a new tab)
- What can a nonmember see about a private group that they can't see about an unlisted group?
- Why isn't Modify All Data enough to review every unlisted group, and which permission is?
- Why must you settle the access level before selecting Allow Customers?
- What exactly can a Chatter customer see in the org?
- When can members add opportunities to a Chatter group?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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