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Difficulty: HardChatter Groups, Types, and Member Management

An administrator is requested to modify an existing Private Chatter group used for internal product strategy. The team lead wants to introduce external vendor representatives to the group and ensure that only the group owner and managers can create main posts, while all other group members can only reply with comments. Which set of actions must the administrator perform to satisfy these requirements?

  1. Create a new group with the 'Allow Customers' setting enabled, set the group type to Broadcast, and migrate the members.Answer
  2. B
    Edit the existing group settings to check 'Allow Customers', and enable Feed Tracking on the Chatter Group object for external users.
  3. C
    Assign a Permission Set with external access to vendor users and edit the existing group settings to convert it to a Broadcast group.
  4. D
    Deactivate internal members who no longer require access to convert their licenses to Chatter External, then set the existing group to Broadcast.

Answer

Create a new group with the 'Allow Customers' setting enabled, set the group type to Broadcast, and migrate the members.
In Salesforce, the 'Allow Customers' setting can only be specified when a Chatter group is created and cannot be enabled retroactively on an existing group. Therefore, to collaborate with external vendor users (Chatter External users), a new group must be created with customer access enabled. Additionally, setting the group type to Broadcast ensures that only group owners and managers can create top-level feed posts, while members are limited to commenting.

Step-by-Step Solution

1
Evaluate Chatter group customer access rules.
Identified that the 'Allow Customers' setting can only be selected during group creation and cannot be edited on an existing group.
Salesforce architecture restricts retroactive changes to group customer visibility.
2
Evaluate posting restriction requirements.
Determined that configuring the group as a Broadcast group limits posting rights to group owners and managers while allowing members to comment.
Broadcast groups are designed specifically for announcement-style collaboration where general members should not originate feed posts.
3
Combine requirements into the correct administrative workflow.
A new group must be created with both 'Allow Customers' and Broadcast selected, followed by member migration.
Modifying the existing group cannot fulfill the external customer requirement.

Key Concept

Chatter Group Creation Constraints and Broadcast Group Settings
Estimated Time:2m 0s
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Topics

Chatter Groups, Types, and Member Management

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