Set Up and Maintain Collaboration Tools .com

Set Up and Maintain Collaboration Tools

Salesforce, Spring '24

@salesforcedocs

Last updated: January 19, 2024

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CONTENTS

SET UP AND MAINTAIN COLLABORATION TOOLS . . . . . . . . . . . . . . . . . . . . . 1

Salesforce Chatter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Salesforce Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Salesforce Files Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Salesforce CRM Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Google Apps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Collaboration Resources for Admins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

SET UP AND MAINTAIN COLLABORATION TOOLS

Help your users collaborate with each other and with people outside your organization. For help with basic Salesforce administration, see Set Up Your Organization.

Salesforce Chatter Connect, engage, and motivate users to collaborate and work efficiently across the organization regardless of their role or location.

Salesforce Files Customize page layouts to include the Files related list, so users see a list of files associated with a record.

Salesforce Files Connect With Files Connect, Salesforce users can access, share, and search external data from systems like Quip, Google Drive, SharePoint, or Box.

Salesforce CRM Content Store, share, and manage your files in content libraries.

Google Apps Enable Google apps like Google Docs, Gmail, and Google-related AppExchange apps--customized for use within Salesforce.

Collaboration Resources for Admins In addition to online help, Salesforce publishes printable documentation to help you learn about our features and successfully administer Salesforce.

Salesforce Chatter

Connect, engage, and motivate users to collaborate and work efficiently across the organization regardless of their role or location.

Salesforce Chatter lets users collaborate on sales opportunities, service cases, campaigns, and projects with embedded apps and custom actions. By default, Salesforce organizations created after June 22, 2010 have Chatter already enabled for all users. However, if you want Chatter to be available to a limited group of people in your org, you can do a profile-based rollout instead.

With a profile-based rollout, only users who have been assigned the required user profile or permission set have access to Chatter. A profile-based rollout is useful for larger companies and companies or government agencies with regulatory constraints. It allows such orgs to plan a controlled deployment on a department-by-department basis.

Although we recommend an org-wide Chatter deployment, the option to limit its availability is there. Ask Salesforce about enabling a profile-based Chatter rollout. Chatter is secure and works in accordance with all the security and permission settings in your Salesforce organization.

Profile-Based Chatter Rollout Overview A profile-based rollout of Chatter makes Chatter available to a controlled set of users instead of all users in your organization.

EDITIONS

Available in: Salesforce Classic (not available in all orgs)

Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions

USER PERMISSIONS

To enable Chatter: ? Customize Application

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