Delete the Shared Local Object (SLO) and Encrypted Local Store (ELS) directories and reinstall Chatter Desktop.

User Permissions Needed
To view dashboards:	Run Reports

User Permissions Needed
To access cloud-based data sources like SharePoint Online:	Files Connect Cloud

Type of User	How to Access a Site
Users with standard Salesforce licenses Internal org users who are also in a community	Log in to the mobile app. Use the mobile App Launcher at the top of the navigation menu and select a community.
External users with the following community licenses: Customer Community Customer Community Plus Partner Community Customer Portal Partner Portal High-Volume Portal User Lightning External Apps Lightning External Apps Plus	Not supported
Unlicensed users (also known as guest users)	Not supported

Property	Details
`Parent Record ID`	{!CurrentUser.accountId}
`Related List Name`	Name of the related list displayed.
`List Elements to Show`	Breadcrumbs Custom Title Row Numbers Refresh
`Account Id`	{!CurrentUser.accountId}

User Permissions Needed
Activating the Add Google Docs to Salesforce service:	Customize Application

User Permissions Needed
To create an Experience Cloud site:	Create and Set Up Experiences AND View Setup and Configuration
To customize or publish an Experience Cloud site:	Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access

User Permissions Needed
To access an Experience Builder site’s Content Management workspace:	Create and Set Up Experiences AND is a member of the site
To customize an Experience Builder site:	Create and Set Up Experiences OR assigned an experience admin, publisher, or builder role in that site AND is a member of the site

User Permissions Needed
To configure feed translations in a site	Is a System Administrator OR has the permission Manage Experiences OR Create and Set Up Experiences AND is a member of the site

User Permissions Needed
To customize Chatter group layouts:	Customize Application

User Permissions Needed
To Configure Experience Builder components	Manage Experience Cloud

User Permissions Needed
To customize or publish an Experience Cloud site:	Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access

User Permissions Needed
To access an Experience Builder site’s Content Management workspace:	Create and Set Up Experiences AND is a member of the site
To customize an Experience Builder site:	Create and Set Up Experiences OR assigned an experience admin, publisher, or builder role in that site AND is a member of the site

User Permissions Needed
To customize or publish an Experience Cloud site:	Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access

User Permissions Needed
To customize Content Version layouts:	Customize Application

User Permissions Needed
To add files to a library:	Customize Application

User Permissions Needed
To create a flow category:	Customize Application
To create a Lightning Bolt Solution without an Experience Builder template:	Customize Application AND View Setup and Configuration
To create a Lightning Bolt Solution with an Experience Builder template:	Customize Application AND Create and Set Up Experiences AND View Setup and Configuration

User Permissions Needed
Creating a Google doc and linking it to Salesforce records:	Edit on the appropriate record type AND Google Apps account

User Permissions Needed
To customize or publish an Experience Cloud site:	Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access

User Permissions Needed
To add existing topics to posts and comments:	Assign Topics
To add new topics to posts and comments:	Create Topics

User Permissions Needed
To customize or publish an Experience Cloud site:	Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access

User Permissions Needed
To add library members:	Customize Application

The SLO stores persistent information, like last screen position and size, and is on these paths for these operating systems:

Mac OS: /[USER]/Library/Preferences/sfdc-desktop*
Windows Vista, Windows 7, Windows 8.x:C:\Users\[USER]\AppData\Roaming\sfdc-desktop*
Windows XP:C:\Documents and Settings\[USER]\Application Data\sfdc-desktop*

The ELS stores the Oauth2.0 identities for users and is at

Mac OS:/[USER]/Library/Application Support/Adobe/AIR/ELS/sfdc-desktop*
Windows Vista, Windows 7, Windows 8.x:C:\Users\[USER]\AppData\Roaming\Adobe\AIR\ELS\sfdc-desktop*
Windows XP:C:\Documents and Settings\[USER]\Application Data\Adobe\AIR\ELS\sfdc-desktop*

Albanian	Arabic	Armenian	Basque	Bengali
Bosnian	Bulgarian	Catalan	Chinese Simplified	Chinese Traditional
Croatian	Czech	Danish	Dutch	English
Estonian	Finnish	French	Georgian	German
Greek	Hebrew	Hindi	Hungarian	Icelandic
Indonesian	Irish	Italian	Japanese	Korean
Latvian	Lithuanian	Luxembourgish	Macedonian	Malay
Maltese	Montenegrin	Norwegian	Polish	Portuguese
Romanian	Romansh	Russian	Serbian	Slovak
Slovenian	Spanish	Swedish	Tagalog	Tamil
Thai	Turkish	Ukrainian	Urdu	Vietnamese
Welsh	—	—	—	—

Allowed Tags	Allowed Attributes
<base>	href, target
<link>	as, charset, crossorigin, disabled, href, hreflang, id, import, integrity, media, rel,¹ relList, rev, sheet, sizes, target, title, type ¹ For rel, allowed values are alternate, apple-touch-icon, apple-touch-icon-precomposed, apple-touch-startup-image, author, bookmark, canonical, external, help, icon, license, manifest, mask-icon, next, nofollow, noopener, noreferrer, pingback, prefetch, preload, prev, search, shortcut icon, stylesheet, and tag.
<meta>	charset, content, http-equiv,² name, property, scheme ² For http-equiv, allowed values are cleartype, content-type, content-language, and default-style. The attribute `http-equiv="X-UA-Compatible"` is only supported in combination with `content="IE=Edge"`.
<noscript>	Within <noscript> only the following elements are supported: <a>, <iframe>, <img>, and <meta>³ ³For <meta>, allowed attributes are http-equiv and content. Both attributes are required. refresh is the only allowed value for the attribute http-equiv.
<script>	Use for custom content
<style>	type, media, nonce, title
<title>	None allowed

User Permissions Needed
To customize an Experience Cloud site:	Be a member of the site AND Create and Set Up Experiences OR Be a member of the site AND View Setup and Configuration AND an experience admin, publisher, or builder in that site
To publish an Experience Cloud site:	Be a member of the site AND Create and Set Up Experiences OR Be a member of the site AND an experience admin or publisher in that site

User Permissions Needed
To create permission sets or enable custom permissions in profiles:	Manage Profiles and Permission Sets
To assign a permission set to a user:	Assign Permission Sets
To share a report folder with external users:	Manager folder access or Manage Reports in Public Folders

External User Permissions Needed to Create and Edit Reports
To create, customize, and delete reports in a personal folder:	Create and Customize Reports
To create, customize and delete their own reports in a privately shared folder with Viewer access:	Edit My Reports
To export report data:	Export Reports

1	At the top of the post, the name of the person who posted appears. Click the name to navigate to that person’s profile. If you’re seeing a post in a combined feed, like Company Highlights or What I Follow, the top can also show where the post originates. For example, it can show the name of the group where the post appears. You can click the group name to navigate to that group.
2	The actions menu. The options that appear on the actions menu depend on a few things. Are you viewing the post’s detail view? Has your administrator added actions to the Chatter publisher? Standard items on this menu include Bookmark and Delete—provided you’re the person who posted or you have permission to delete users’ posts. The Mute option appears on a post’s actions menu in the What I Follow feed and in the post’s detail view.
3	The post’s date and timestamp. The date and timestamp shows when the item was posted. Click the date and timestamp to navigate to the post’s detail view. If the post is less than two days old, the date and timestamp is relative, such as “Just now.” Otherwise, the date and timestamp is absolute, such as “October 5, 2017 at 4:06 PM.”
4	The post. In this example, we see a poll question and its selection of answers.
5	The Like button. Click the Like button to show appreciation, agreement, affection, or some other positive response to the post. Some people like posts to show that saw the post.
6	The Comment button. Click the Comment button to shift your mouse focus to the Comment field. You can also click in the Comment field to start entering a comment on the post.
7	The Share menu. Use the Share menu to share this post with your followers or a group that you choose. Share with anyone who has access to the post, using the Copy Link option on the Share menu.
8	The view count. The view count shows how many times this post has been viewed. The count goes up whenever someone likes, comments on, or navigates to the detail view of the post. Posts in private and unlisted Chatter groups can use a seen-by count in lieu of the view count. Seen by shows the count of people who have seen a post. Click the count to see the names of the people who have seen the post. What is considered as being seen? Liking, commenting, editing, and viewing in detail. An item is also considered seen when a user has it in view on the screen or when they scroll past it. For both seen by and view, the actions you take in Salesforce Classic are tracked and counted. But only Lightning Experience shows the seen-by count and list. Note Users with Modify All Data or View All Data permission see a seen-by count in all feeds, and not just private and unlisted feeds. One difference between the seen-by and view counts is that one person can be counted many times with view count. With seen by, a person is counted only one time, no matter how many times they perform a counted action.
9	The comment field. Comment on a post to build the discussion thread.

User Permissions Needed
To access Experience Workspaces or Experience Builder:	View Setup and Configuration AND Create and Set Up Experiences AND be a member of the site
To add, remove, or change a contributor access role:	Create and Set Up Experiences AND be a member of the site OR Be an experience admin in that site AND be a member of the site
To be a contributor with a publisher, builder, or viewer role in an Experience Builder site:	View Setup and Configuration AND be a member of the site To ensure that the limits of the role apply, Create and Set Up Experiences must be disabled

User Permissions Needed
To set up Enhanced Chat:	Customize Application AND Modify Metadata Through Metadata API Function
To create an Experience Cloud site:	Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access
To customize or publish an Experience Cloud site:	Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access
To create and manage Agentforce Service agents:	Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access

Property	Details
`Button Label`	Enter the text to show on the Ask button. The default is `Ask a Question`.
`Allow members to add topics`	Select to show the topic area at the bottom of the feed publisher (1) and to allow members to add topics.
`Block topic selection on questions in topics`	In a topic feed, block members from choosing a different topic from the Post To list when they ask a question.
`Expand Details section by default`	When a member asks a question, show the Details section in an expanded state (2).
`Button Text Color`	Set the color to use for button text when the button is inactive. For all values, link icon shows that the current selection comes from colors defined in the Experience Builder theme.
`Button Text Hover Color`	Set the color to use for button text when a member mouses over the button. In Experience Builder, you can test hover colors in Preview mode.
`Button Background Color`	Set the color to use for the button background when the button is inactive.
`Button Background Hover Color`	Set the color to use for the button background when a member mouses over the button. In Experience Builder, you can test hover colors in Preview mode.
`Button Border Color`	Set the color to use for the border that surrounds the button.
`Button Border Radius`	Move the slider to control the amount of curve to use for the button shape.
`Max Button Width`	Move the slider to control the width of the button. Width percentage is set against the full width of the container the button sits in. So 100% is the full width of the container, rather than the full width of the browser page.
`Button Alignment`	Set the position of a button within its container by selecting `Center`, `Left`, or `Right`.
`Suggest questions`	Select to show previous questions that are similar to the one the member is asking. This property assists with question deflection and helps in using existing resources.
`Include discussions in suggestions`	Select to show discussions related to the question the member is asking. This property assists with question deflection and helps in using existing resources.
`Include articles in suggestions`	Select to show Knowledge articles related to the question the member is asking. This property assists with question deflection and helps in using existing resources.
`Max Suggestions to Show`	Set the maximum number of questions, discussions, and articles to show to a member who is asking a question.
`Show satisfaction prompt`	Select to show the member a prompt that asks if they were satisfied with the information provided when they asked a question.
`Satisfaction Prompt`	Enter the question you want to ask a member about their satisfaction with the questions, discussions, and articles provided in response to their question. The default is `Did we help to answer your question?` Frame the question so that a positive response shows that your data helped and a negative response shows that it didn’t. Member response data provides you with metrics on the effectiveness of question deflection.
`Ask follow-up question`	Select to ask the member a follow-up question to their satisfaction response.
`Follow-Up Prompt`	Enter the follow-up question you want to ask the member. The default is `Can we close your question?` A member’s positive response closes the question without posting it. A negative response keeps the member’s question active.
`Confirmation Message`	Enter a confirmation message to show when a member responds to your prompts. The default is `Got it!`

User Permissions Needed
To API Enabled	System Permission
To manage Permission Sets	Manage Profiles and Permission Sets

Property	Details
`Button Label`	Enter the text to display on the button that app users tap to trigger the login prompt for face or fingerprint credentials. The default text is `Log In with Biometrics`.
`Button Text Color`	Set the text color of the button label.
`Button Background Color`	Set the background color of the button.
`Button Border Color`	Set the button border color.
`Button Border Radius`	Move the slider to configure the curve of the button’s shape.
`Max Button Width`	Move the slider to configure the width of the button. The width percentage corresponds to the width of the container that the button is placed in. For example, a button at 50% width is half as wide as the container that it’s placed in.
`Button Alignment`	Select `Left`, `Right` or `Center` to position the button within the container it’s placed in.

Color Choice	Where It Appears
Header Background	Top of the page, under the black global header. If you select an HTML file in the Header field, it overrides this color choice. Top of the login page. Login page in the Salesforce mobile app.
Page Background	Background color for all pages in your site, excluding the login page.
Primary	Tab when it’s selected.
Secondary	Top borders of lists and tables. Button on the login page.
Tertiary	Background color for section headers on edit and detail pages.

Version	Updates
3.2.3	Installer certificate update
3.2.2	Installer certificate update
3.2.1	Installer certificate update
3.2	Configure desktop alerts for new feed posts and comments Configure Chatter Desktop to always display in the foreground Delete feed posts if you have access Post in all public groups Scrolling and active links supported in group descriptions Miscellaneous bug fixes including negative counts and names displayed twice in likes and broken hash tag topic links.
3.1.1	Installer certificate update
3.1	Attach files to comments View your chat list sorted by first name View the last activity date for your groups View multiple chats more easily Sort your chat favorites by people’s availability See improved icons for your Chatter feed and file dragging and dropping to your posts
3.0	Chat with one or more people in your organization Like comments View a list of people who like a post or comment View files attached to comments View dashboard snapshots View shared messages Several miscellaneous bug fixes, including feed improvements using new components and an issue that prevented adding an @mention after a #topic
2.1	Support for customer users Support for private Chatter messages Miscellaneous bug fixes, including an issue with popup notifications stealing OS focus
2.0	A new user interface and visual design View records
1.3.3	Global search for @mentions Create instances on the Login screen Switch and authenticate instances without restarting Miscellaneous bug fixes, including an issue that generated empty notifications and an issue with the installer
1.3.2	An intermediate build to accommodate changes to Adobe AIR. Chatter Desktop immediately performs an extra update after 1.3.2 installs.
1.2.1	Locale fixes for Norwegian, Danish, Finnish, and Dutch
1.2.0	User and group details Links to indicate you like a post @mentions, which render in feeds and link to the mentioned user's profile #topics, which render in feeds and link to search results in your browser Auto-complete for @mentions and #topics Performance improvements including image caching Norwegian language support Miscellaneous bug fixes
1.1.1	Updated for use with `chatter.com` Minor bug fixes
1.1.0	Click files to preview them Select the To:Me tab to see posts directed to you Click groups and users to view their walls Write on the walls of groups and users
1.0.7	Photo loading issue resolved
1.0.6	Performance optimizations for people and groups Release of Chatter Desktop managed version
1.0.5	An option to log into your Developer Sandbox Performance optimizations Korean locale fixes

Problem	Solution
The Chatter Desktop installation fails	Delete the Shared Local Object (SLO) and Encrypted Local Store (ELS) directories and reinstall Chatter Desktop. The SLO stores persistent information, like last screen position and size, and is on these paths for these operating systems: Mac OS: `/[USER]/Library/Preferences/sfdc-desktop` Windows Vista, Windows 7, Windows 8.x:`C:\Users\[USER]\AppData\Roaming\sfdc-desktop` Windows XP:`C:\Documents and Settings\[USER]\Application Data\sfdc-desktop` The ELS stores the Oauth2.0 identities for users and is at Mac OS:`/[USER]/Library/Application Support/Adobe/AIR/ELS/sfdc-desktop` Windows Vista, Windows 7, Windows 8.x:`C:\Users\[USER]\AppData\Roaming\Adobe\AIR\ELS\sfdc-desktop` Windows XP:`C:\Documents and Settings\[USER]\Application Data\Adobe\AIR\ELS\sfdc-desktop`
Chatter Desktop on Linux freezes, presents an empty window, doesn’t save your password, or malfunctions in another way	If you’re using the managed installation, verify The `.chatterdesktop` file is well-formed and contains valid XML The URLs in the `.chatterdesktop` file are valid, and each URL begins with `https://` and ends with `salesforce.com` Also troubleshoot your Encrypted Local Storage (ELS) keystore. For more information, see `http://kb2.adobe.com/cps/492/cpsid_49267.html`
Chatter Desktop doesn’t preview PDF files	Chatter Desktop uses Adobe® Acrobat® Reader to preview PDF files. Before you preview files with Chatter Desktop, download Adobe Acrobat from Adobe's website, install it, and open it at least once to complete the installation.
Photos with comments don’t refresh	Click the sync icon.

Setting	Description
General Settings
Allow Emails	Enables or disables email notifications for your entire company. If you deselect this option, all email notifications are disabled and your users don’t receive notifications.
Allow Email Replies	If selected, users can reply to email notifications about messages and comments via email instead of navigating to the comment or message in Chatter.
Allow Posts via Email	If selected, users can post to groups through email.
Allow Attachments via Email	If selected, users can include attachments on posts to groups that are made through email.
Show mobile app download badges	Show App Store and Google Play download badges for Salesforce in all Chatter email notifications from your internal org. Badges don’t appear in email notifications from Experience Cloud sites. A recipient’s language setting affects whether badges appear: if a badge isn’t translated in the set language, it doesn’t appear in the email. The show badges option is selected by default.
Allow API-only Chatter Digests	This setting appears only if API-only Chatter Digests are enabled for your company. To enable this feature, contact Salesforce. When you select this option, daily and weekly scheduled digests are disabled for your entire company. To provide digests to your users, you must call the API.
Sender
From Name	The name that appears as the sender’s name in the email notification. Enter a name in this field if you want the sender name to contain a static value, such as your company’s name. If you leave this field blank, a dynamic name is used.
Email Address	The email address of the sender. For example, add your company’s email address. This field is required for Chatter email notifications to be sent. A few things to keep in mind: If the `Allow Email Replies` setting isn’t selected, then replies sent via email go directly to this email address and don’t appear on the Chatter post. Chatter email notifications are only sent from verified email addresses. Don’t use a distribution email list in this field. Verification emails are sent when this field is populated. If you use a distribution email list, verification emails are sent to everyone in that list.
Branding
Logo	The Chatter logo appears in the email notification by default. To keep your email notifications consistent with your company’s brand, upload your company logo and replace the default.
Footer Text	The text that appears in the footer of the notification email. We strongly recommend including your company’s physical address to comply with applicable anti-spam laws.

Feature	Lightning Experience	Salesforce Classic	Experience Builder Sites	Salesforce App
Chatter tab			—
Compact feed	—	—		—
Company verify answers	—	—		—
Direct messages	—	—		—
Edited marker				—
Feed caching		—
Feed moderation	—	—		—
Feed tracked changes
Filters
Find in feed
Follower list
Infinite scrolling		—	—
Liked By card				(iOS only)
Likes
Live comments		—	—	—
Mute and unmute				—
Notifications, email
Notifications, in-app		—
Quick actions composer
Recommendations				—
Seen by list on post		—		—
Share post
Share post link				—
Streams		—		—
Top rated answers	—	—		—
View count on post		—		—

Available in:	Salesforce Classic and Lightning Experience (Chatter) Lightning Experience (Salesforce channels)
Available in:	Enterprise, Unlimited, and Developer Editions (Chatter)
Available in:	Starter Suite, Pro Suite, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions (Salesforce channels)

To enable Chatter:	Customize Application
To create a Slack workspace:	Salesforce admin

I’m posting on	I can post to	Who gets my post directly?	Where does my post appear?	File Considerations
Home tab, Chatter tab, or my profile	My followers	People following you see your post in the What I Follow feed. People who are mentioned in the post see the post in the What I Follow, To Me, and profile feeds.	Everyone who navigates to your profile can see your post on your profile. Your post appears in feed search results. Everyone can see your post in the All Company feed (Salesforce Classic).¹	If you attach a file to the post, the file is available to all employees. The file also shows up in search results and file lists.
	A public group	Members of this group see your post in the What I Follow feed. Group members who are mentioned in the post see the post in the What I Follow, To Me, and profile feeds.	Everyone who navigates to the group can see your post on the group page. Your post appears in feed search results. Everyone can see your post in the All Company feed.	If you attach a file to the post, the file is available to anyone who has access to the group. The file also appears in search results and on file lists.
	A private group	Members of this group see your post in the What I Follow feed. Group members who are mentioned in the post see the post in the What I Follow, To Me, and profile feeds.	Only members of the group see your post in the group feed, feed search results, and the All Company feed.	If you attach a file to the post, the file is available to anyone who has access to the group. The file also appears in search results and on file lists.
	An unlisted group	Members of this group see your post in the What I Follow feed. Group members who are mentioned in the post see the post in the What I Follow, To Me, and profile feeds.	Only group members and users with Manage Unlisted Groups permission see your post in the group feed, the All Company feed, and on your profile.	If you attach a file to the post, the file is viewable and searchable by anyone who has access to the group.
	A customer group	Members of this group see your post in the What I Follow feed. Group members who are mentioned in the post see the post in the What I Follow, To Me, and profile feeds.	Only members of the group see your post in the group feed, feed search results, and the All Company feed. Members include employees and customers.	If you attach a file to the post, the file is available to anyone who has access to the group. The file also appears in search results and on file lists.
Topic detail page	My followers	People who follow you see your post in the What I Follow feed. People who are mentioned in the post see the post in the What I Follow, To Me, and profile feeds.	Everyone can see your post on the topic detail page. Everyone who navigates to your profile can see your post on your profile. Your post appears in feed search results. Everyone can see your post in the All Company feed.	If you attach a file to the post, the file is available to all employees. The file also appears in search results and on file lists.
	A public group	Members of this group see your post in the What I Follow feed. Group members who are mentioned in the post see the post in the What I Follow, To Me, and profile feeds.	Everyone can see your post on the topic detail page. Everyone who navigates to the group can see your post on the group page. Your post appears in feed search results. Everyone can see your post in the All Company feed.	If you attach a file to the post, the file is available to anyone who has access to the group. The file also appears in search results and on file lists.
	A private group	Members of this group see your post in the What I Follow feed. Group members who are mentioned in the post see the post in the What I Follow, To Me, and profile feeds.	Only members of the group see your post on the topic detail page, in the group feed, feed search results, and the All Company feed.	If you attach a file to the post, the file is available to anyone who has access to the group. The file also appears in search results and on file lists.
	A customer group	Members of this group see your post in the What I Follow feed. Group members who are mentioned in the post see the post in the What I Follow, To Me, and profile feeds.	Only members of the group see your post on the topic detail page, group feed, in feed search results, and in the All Company feed. Members include employees and customers. Although customers see your post, they don’t see or have access to topics.	If you attach a file to the post, the file is available to anyone who has access to the group. The file also appears in search results and on file lists.
An unlisted group	You can’t use topics in unlisted groups. You can add a hashtag topic when writing a post or comment in an unlisted group. The topic will be formatted as a link after you post. However, a topic detail page isn’t created, and the link doesn’t work.	—	—	—
Another person’s profile	That person’s profile only	The person sees your post in their profile feed. People who follow both you and this person see your post in the person’s profile feed and the What I Follow feed. People who are mentioned in the post see the post in their What I Follow, To Me, and profile feeds.	Everyone who navigates that person’s profile can see your post on your profile. Your post appears in feed search results. Everyone can see your post in the All Company feed.	If you attach a file to the post, the file is available to all employees. The file also appears in search results and on file lists.
A public group	To the public group only	Members of this group see your post in the What I Follow feed. Group members who are mentioned in the post see the post in the What I Follow, To Me, and profile feeds.	Everyone who navigates to the group can see your post on the group page. Your post appears in feed search results. Everyone can see your post in the All Company feed.	If you attach a file to the post, the file is available to anyone who has access to the group. The file also appears in search results and on file lists.
A private group	To the private group only	Members of this group see your post in the What I Follow feed. Group members who are mentioned in the post see the post in the What I Follow, To Me, and profile feeds.	Only members of the group see your post in the group feed, in feed search results, and in the All Company feed. If someone is both a member of the private group and one of your followers, they see your post on your profile page feed.	If you attach a file to the post, the file is available to anyone who has access to the group. The file also appears in search results and on file lists.
An unlisted group	To the unlisted group only	Members of this group and users with Manage Unlisted Groups permission see your post in the What I Follow feed. Group members who are mentioned in the post see the post in the What I Follow, To Me, and profile feeds.	Only members of the group see your post in the group feed, feed search results, and the All Company feed.	If you attach a file to the post, the file is viewable and searchable by anyone who has access to the group.
A customer group	To the customer group only	Members of this group see your post in the What I Follow feed. Group members who are mentioned in the post see the post in the What I Follow, To Me, and profile feeds.	Only members of the group see your post in the group feed, feed search results, and the All Company feed. Members include employees and customers.	If you attach a file to the post, the file is available to anyone who has access to the group. The file also appears in search results and on file lists.
A record page	To the record only	Everyone who is following the record and who has permission to access the record sees your post in the What I Follow feed. People who are mentioned in the post and who have permission to access the record see the post. They see the post in the What I Follow, To Me, and profile feeds.	Everyone with permission to access the record can see your post. They see the post on the record detail page, in your profile, feed search results, and the All Company feed.	If you attach a file to the post, the file is associated with the record. Everyone who has sharing rights to the record has access to the file.

Action	Availability on a Closed Conversation
Add a comment	Blocked
Answer a question	Blocked
Vote on a poll	Blocked
Edit a feed item or its comments or answers	Blocked to author; available to admins, moderators, and people with the Close Conversation Threads permission
Edit a topic	Available
Delete a feed item or its comments or answers	Blocked to author; available to admins, moderators, and people with the Close Conversation Threads permission If a user has the Close Conversation Threads permission, they can delete feed items whether the conversation is open or closed.
Publish a pending review comment (site moderation)	Available to admins and moderators
Like or unlike; upvote or downvote	Available
Select or remove a best answer	Blocked to author; available to admins, moderators, and people with the Close Conversation Threads permission
Company verify; remove verification	Available only to people with the Verify Answers to Chatter Questions permission
Flag	Available
Share	Available
Bookmark	Available
Mute and unmute	Available
Escalate to case	Available only to people permitted to escalate a feed item to a case

Property	Details
`CMS Source`	Select the CMS source containing the content that you want to display. If no sources are listed, go to your CMS Connect workspace and define content items and content lists for the connection.
`JSON Content`	Select the JSON content. Choose from the content items and content lists that you set up in the connection. In the property editor, the fields that you see depend on what you select. For example, if you select a content list, you see the layout options for a list.
`Component Path`	Applies only for content items. Enter the path to the component to display. For example, enter the ID of a blog.
`Content List Layout`	Choose a layout for your content list. Currently, the only option is Grid. Define the grid layout using the Items Per Page and Columns properties.
`Content List Item Layout`	Choose a layout for items in your content list. Currently, the only option is Card. To specify card properties (Title, Author, and so on), enter a JSON expression or value. For example, enter `@key`, `6`, or `{!id}`.
`Content Item Layout`	Choose a layout for your content item. Currently, the only option is Detail. To specify detail properties (Title, Author, and so on), enter a JSON expression or value.
`Items Per Page`	Enter the number of content items that display on each page.
`Columns`	Enter the number of columns of content items that display on desktops and tablets. Phones display content items in a single column.
`Title`	Enter a JSON expression or text for the title, such as `@title`.
`Author`	Enter a JSON expression or text for the author, such as `@author/name`.
`Published On`	Enter a JSON expression or text in ISO format for the publish date. For example, `@date` or YYYY-MM-DDTHH:mm:ss.sssZ.
`Body`	Enter a JSON expression or text for the content body, such as `@content`.
`Image Source`	Enter a JSON expression for the image source of the content item, such as `@featured_image`.
`Navigation` section	Set up the navigation link for content items in your content list.
`Link Text`	Enter the link text to display on your site page. The default is Read More.
`Type`	Select whether the link points to a generated page or an external URL with the content items in your content list.
`Page`	Displays the name of the generated detail page. The default name reflects the CMS source and content type name for your connection. To change the default name, URL, or layout of this page, change the page properties using the Pages menu.
`URL`	Enter the fully qualified URL to the content. You can also specify JSON expressions, such as @link.

	For End Users	For Admins
Collaboration
Quick Actions Implementation Guide
Set Up Salesforce File Sync
Salesforce Files Connect Implementation Guide
Experience Cloud
Community Management Guide for Experience Cloud

Setting	Description
Experience Management
Enable Experience Workspaces	Use Experience Workspaces to manage your sites. This setting is on by default, but you can disable it.
Assign new records created by guest users to the default owner	When enabled, all new records created by guest users are assigned to a default record owner. If no default record owner is chosen, the default record owner is the site’s owner.
Display warning for unsupported browsers	When enabled, users are asked to update or switch browsers when they access an Aura site with an unsupported browser. Display warnings are available by default in Lightning Web Runtime (LWR) sites.
Enable ExperienceBundle Metadata API	Provides access to the ExperienceBundle Metadata API, which allows text-based programmatic migration and creation of Aura sites. LWR sites use ExperienceBundle by default.
Role and User Settings
Number of customer roles	You can have up to three roles. If you specify one customer role and then decide to increase the number of roles later, the increased number of roles isn’t applied to existing customer accounts.
Number of partner roles	When you enable the first external user on a partner account, a user role hierarchy is created for that account. The three roles are Partner User, Partner Manager, and Partner Executive. The role hierarchy rolls up to the account owner (typically, the channel manager). When you create contacts on the partner account and convert them to external users, assign one of these roles to them. If you specify one partner role and then decide to increase the number of roles later, the increased number of roles isn’t applied to existing partner accounts.
Allow editing of the Partner Account field on opportunities and leads	Select to allow partner users to edit the Partner Account field.
Enable Partner Super User Access	Granting super user access to users with Partner Community licenses lets them access more data and records, regardless of sharing rules and org-wide defaults. Super users can access data owned by other site users who have the same role or a role below them. Super user access applies only to cases, leads, custom objects, and opportunities. External users have access to these objects only if you expose them using profiles or sharing and add the tabs to the portal.
Enable report options for external users	Select this option to give external users with Partner Community or Customer Community Plus licenses and the “Run Reports” permission, access to report options on the run report page.
Let customer users access notes and attachments	Select to let customer users access notes and attachments on accounts and contacts.
Allow customer users to change case statuses	Let users with Customer Community Plus licenses change their case status in Visualforce sites.
Allow users to see contacts that haven’t been enabled for partner or customer accounts	Let users see contacts from private accounts that they have read access to when the contact is associated with the parent record of their own contact record.
Require unique usernames for partners in this org	Orgs created after Winter ’19 automatically contain username uniqueness at the org level.
Allow using standard external profiles for self-registration, user creation, and login	Each external license type is associated with a default profile in the org. Enable this setting to let external users self-register and log in with the default external profile. Salesforce best practice is to clone the default profile and add all the permissions needed to the cloned profile.
Hide first and last name fields in SOAP API for site users, when making API calls from within a site with nicknames enabled	This setting applies to SOAP API when used in an Aura controller that is invoked from a Lightning component on an Experience Cloud site.
Hide badges from guest users in Experience Builder sites	Hide badges used in gamification from guest users in Aura sites.
Moderation Rule Settings
Moderation applies to all feed posts regardless of where they are visible	Apply moderation flags and rules to all feed posts, including those visible across multiple sites. When this setting is disabled, moderation applies only to site-specific feed posts.
Moderation rules can be configured for internal users’ feed posts on records	Apply moderation rules to internal users’ feed posts on records that might be visible across multiple sites.
Salesforce Mobile Settings for Experiences
Support links to Visualforce pages from site pages made using Visualforce in the mobile app	Keep the Apex prefix in Experience Cloud site URLs so links between Visualforce pages resolve in Salesforce. Enabling this setting keeps the Apex prefix in all of your Experience Cloud site URLs.
New User Email Settings
Link expires in [x] days	Select how many days you’d like an activation email to remain active.
Account Relationship Settings
Enable Account Relationships	Enable to show Account Relationship objects and their associated sharing rules. After you enable this option, you can't disable it in your org.
External Account Hierarchy Settings
Enable External Account Hierarchy	Enable to show External Account Hierarchy objects. After you enable this option, you can't disable it in your org.
Embedded Login
Apply Login Page Type to Embedded Login	Applies the site’s login page type (default, Login Discovery, Experience Builder, or Visualforce) to its Embedded Login implementations.
Block Redirect to Unknown URL	For the site’s Embedded Login implementations, blocks redirects to unknown URLs that are provided in the state parameter of the OAuth response. Redirects are allowed only when the URL is in the same host or domain as the site or is allow-listed in the Embedded Login salesforce-allowed-domains meta tag.
Sharing Sets
Create a sharing set
Convert Site Member Access
Convert Site Member Access

User Permissions Needed
To delete reports in My Personal Custom Reports folder	Create and Customize Reports
To delete reports in public folders	Manage Public Reports

User Permissions Needed
To create, edit, and delete reports in private folders:	Create and Customize Reports
To create, edit, and delete reports in public and private folders:	Report Builder OR Report Builder (Lightning Experience)

User Permissions Needed
To create and set up Experience Cloud site:	Create and Set Up Experiences AND View Setup and Configuration
To customize or publish an Experience Cloud site:	Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access
To create and manage Agentforce Service agents:	Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access
To enable digital experiences:	Customize Application
To set up this Enhanced Chat:	Customize Application AND Modify Metadata Through Metadata API Function
To add the Embedded Messaging component to an Experience Builder site	Create and Setup Experiences
To set up Embedded Chat	Customize Application AND Modify Metadata

User Permissions Needed
To access Experience Workspaces:	Manage Experiences OR Create and Set Up Experiences AND is a member of the site
To customize administration settings:	Create and Set Up Experiences AND is a member of the site
To edit Apex classes:	Author Apex

User Permissions Needed
To create permission sets:	“Manage Profiles and Permission Sets”
To assign permission sets:	“Assign Permission Sets”

DATA TYPE	DATA BINDING EXPRESSION FORMAT
Boolean	`{<!sfdcExpressionKey>.value}`
Date	`{<!sfdcExpressionKey>.value}`
DateTime	`{<!sfdcExpressionKey>.value}`
Decimal	`{<!sfdcExpressionKey>.value}`
Double	`{<!sfdcExpressionKey>.value}`
ID	`{<!sfdcExpressionKey>.value}`
Integer	`{<!sfdcExpressionKey>.value}`
Long	`{<!sfdcExpressionKey>.value}`
Object	`{<!sfdcExpressionKey>.<objectMemberName>}`
String	`{<!sfdcExpressionKey>.value}`
Time	`{<!sfdcExpressionKey>.value}`
sObject-Known	`{<!sfdcExpressionKey>.<fieldName>}`
Generic sObject	`{<!sfdcExpressionKey>.<fieldName>}`
POJO/Apex Class	`{<!sfdcExpressionKey>.<fieldName>}`
Map	`{<!sfdcExpressionKey>.value. <mapKey><fieldName>}` Map's key with only boolean and string data types are supported.
List	`{<!sfdcExpressionKey>.value}` Can be bound to a repeater item within a repeater component like Grid, List, etc.

Property	Details
`Button Label`	The text to display on the support request button. The default is Request Help.
`Contact Request Flow`	Select a contact request flow that you created in Setup or in Flow Builder. Only active flows that have the type Contact Request Flow are supported.
`Button Text Color`	Set the color of text to use for the button label. The link icon shows that the current selection comes from colors defined in the theme.
`Button Text Hover Color`	Set the color of text to use for the button label when a member mouses over the button. In Experience Builder, you can test hover colors in Preview mode.
`Button Background Color`	Set the color to use for the button background when the button is inactive.
`Button Background Hover Color`	Set the color to use for the button background when a member mouses over the button. In Experience Builder, you can test hover colors in Preview mode.
`Button Border Color`	Set the color to use for the border that surrounds the button.
`Button Border Radius`	Move the slider to control the amount of curve to use for the button shape.
`Max Button Width`	Move the slider to control the width of the button. Width percentage is set against the full width of the container that the button sits in. So 100% is the full width of the container, rather than the full width of the browser page.
`Button Alignment`	Select `Center`, `Left`, or `Right` to set the position of a button within its container.

Property	Details
`Header Label`	The text to show at the top of the component.
`Ask Community Label`	The text to show on the Ask button. The default text is `Ask a Question`.
`Contact Support Label`	The text to show on the Contact Support button. The default text is `Contact Support`.
`Allow members to add topics`	Select to show the topic area at the bottom of the feed publisher and to allow members to add topics.
`Expand Details section by default`	When a member asks a question, show the Details section in an expanded state.
`Button Text Color`	Set the color of button text to use when the button is inactive. The link icon shows that the current selection comes from colors defined in the theme.
`Button Text Hover Color`	Set the color of text to use when a member mouses over the button. In Builder, you can test hover colors in Preview mode.
`Button Background Color`	Set the color to use for the button background when the button is inactive.
`Button Background Hover Color`	Set the color to use for the button background when a member mouses over the button. In Builder, you can test hover colors in Preview mode.
`Button Border Color`	Set the color to use for the border that surrounds the button.
`Button Border Radius`	Move the slider to control the amount of curve to use for the button border.
`Suggest questions`	Select to show questions that are similar to the one the member is asking. This property assists with question deflection and helps in using existing resources.
`Include discussions in suggestions`	Select to show discussions related to the question that the member is asking. This property assists with question deflection and helps in using existing resources.
`Include articles in suggestions`	Select to show Knowledge articles related to the question that the member is asking. This property assists with question deflection and helps in using existing resources.
`Max Suggestions to Show`	Set the maximum number of questions, discussions, and articles to show to a member who is asking a question.
`Show satisfaction prompt`	Select to show the member a prompt that solicits information about their satisfaction with the content provided to them when they asked a question.
`Satisfaction Prompt`	Enter the question you want to ask a member about their satisfaction with the questions, discussions, and articles you provided in response to their question. The default is `Did we help to answer your question?` Frame the question so that a positive response shows that your data helped and a negative response shows that it didn’t. Member response data provides you with metrics on the effectiveness of question deflection.
`Ask follow-up question`	Select to ask the member a follow-up question to their satisfaction response.
`Follow-Up Prompt`	Enter the follow-up question that you want to ask the member. The default is `Can we close your question?` A member’s positive response closes the question without posting it. A negative response keeps the member’s question active.
`Confirmation Message`	Enter a confirmation message to show when a member responds to your prompts. The default is `Got it!`

Property	Details
`Button Label`	The text to show on the button that users click to create a case. The default text is `Contact Support`.
`Button Text Color`	Set the color of text to use for the button label. The link icon shows that the current selection comes from colors defined in the theme.
`Button Text Hover Color`	Set the color of text to use for the button label when a member mouses over the button. In Experience Builder , you can test hover colors in Preview mode.
`Button Background Color`	Set the color to use for the button background when the button is inactive.
`Button Background Hover Color`	Set the color to use for the button background when a member mouses over the button. In Experience Builder, you can test hover colors in Preview mode.
`Button Border Color`	Set the color to use for the border that surrounds the button.
`Button Border Radius`	Move the slider to control the amount of curve to use for the button shape.
`Max Button Width`	Move the slider to control the width of the button. Width percentage is set against the full width of the container that the button sits in. So 100% is the full width of the container, rather than the full width of the browser page.
`Button Alignment`	Select `Center`, `Left`, or `Right` to set the position of a button within its container.

Character Combinations	Emoticon
:) :-)	(smile)
:P :-P :p :-p	(tongue)
:( :-(	(frown)
>:( >:-(	(angry)
:(( :'( :'-(	(crying)

Planning	What’s Your Customer Account Portal Strategy? Extend Salesforce to Customers with the Correct Licenses Experience Builder Site Limitations Communities and Community Users in Your Salesforce Org	Prep Your Salesforce Org for a Customer Portal	Create Experience Cloud Site Users Super User Access Delegated Administration
Set Up a Customer Account Portal	Update Org-Wide Settings Create an Experience Cloud Site Add Salesforce CRM Data to LWR or Aura Sites	Advanced Features	Community Moderation Configure Dashboards to Monitor Your Site Create Pages and Groups Targeted at Specific Audiences
Site Design	Customize Your Experience Builder Site Customize Experience Builder Site Pages and Components Customize Site Navigation Which Components Can I Use with Customer Account Portal? Custom Theme Layouts	Reporting	Experience Cloud site reports Custom Reports Report Management for Partners AppExchange Reporting Packages for Experience Cloud Sites Google Analytics™

Color	Sets the section’s background color. To set a color, click the color swatch and use the color selector or enter a specific hexadecimal code in the text box. Use the slider to adjust the color’s strength.
Image	Adds a background image to the section. Upload an image or select one from your org’s asset library. Then select the Image Layout and Image Position in the section.
Image Overlay Color	Adds an overlay color to the section. To set a color, click the color swatch and use the color selector or enter a specific hexadecimal code in the text box. Use the slider to adjust the color’s opacity.
Section Height	Use the slider to set the minimum section height in pixels. The section adjusts automatically when content is taller. The minimum doesn’t apply to phones or tablets in portrait mode.
Content Width	Use the slider to set the content width as a percentage of the full width of the section. This setting doesn’t apply to phones or tablets in portrait mode.