Thursday, October 26, 2017

Chatter User Licenses

All standard Salesforce licenses allow free Chatter access for everyone in your organization. Salesforce also offers Chatter-specific licenses: Chatter External, Chatter Free, and Chatter Only (also known as Chatter Plus). The Chatter Only license is available for purchase only by existing Chatter Plus customers. For new customers, the Employee Apps Starter license is a step up from Chatter Only, giving your users access to a more robust set of features.

Available in: Salesforce Classic and Lightning Experience
Chatter External and Chatter Free licenses are available in: GroupProfessionalEnterprisePerformanceUnlimitedContact Manager, and Developer Editions
Chatter Only (also known as Chatter Plus) licenses are available in: ProfessionalEnterprise Unlimited, and Performance Editions
Employee Apps Starter licenses are available in: EnterprisePerformanceUnlimited, and Developereditions

Chatter External

This license is for users who are outside of your company’s email domain. These external users, also called customers, can be invited to Chatter groups that allow customers. Customers can access information and interact with users only in the groups they’re invited to. They have no access to Chatter objects or data.

Chatter Free

The Chatter Free license is for users who don’t have Salesforce licenses but must have access to Chatter. These users can access standard Chatter items such as people, profiles, groups, and files, but they can’t access any Salesforce objects or data. Chatter Free users can also be Chatter moderators.
Chatter Free users don’t see tabs like other Salesforce users. Chatter Free users access feeds, people, groups, and files using the App Launcher in Lightning Experience. In Salesforce Classic, users access these features from links in the page sidebar.
Salesforce administrators can upgrade a Chatter Free license to a standard Salesforce or Employee Apps Starter license at any time. You can’t convert a standard Salesforce, Employee Apps Starter, or Chatter Only license to a Chatter Free license.

Chatter Only (Chatter Plus)

The Chatter Only license is also known as the Chatter Plus license. It’s available only to existing Chatter Plus customers. The Chatter Plus license is for users who don’t have Salesforce licenses but must have access to Chatter and some additional Salesforce objects. Chatter Plus users can be Chatter moderators and have access to standard Chatter people, profiles, groups, and files pages. They can also
  • View Salesforce accounts and contacts
  • Use Salesforce CRM Content, Ideas, and Answers
  • Access dashboards and reports
  • Use and approve workflows
  • Use the calendar to create and track activities
  • View and modify up to 10 custom objects
  • Add records to groups
If you’re an existing Chatter Plus customer, you can buy more Chatter Plus licenses, or you can upgrade to Employee Apps Starter.
By default, the tabs for standard Salesforce objects are hidden from Chatter Plus users. Expose these tabs if you want to make them available to Chatter Plus users. For more information on Chatter Plus users, see Chatter Plus Frequently Asked Questions

Employee Apps Starter (for Partner and Customer Communities)

The Employee Apps Starter license is for users in communities who must have access to Chatter and a wide variety of Salesforce objects. Employee Apps Starter users can be Chatter moderators and have access to standard Chatter people, profiles, groups, and files pages. They can also interact with
  • Accounts
  • Assets
  • Cases
  • Contacts
  • Dashboards (read only)
  • Documents
  • External Objects (Salesforce Connect)
  • Events and Calendars
  • Ideas
  • List Views
  • Notes and Attachments
  • Reports
  • Tasks
  • Work Orders
  • Work Order Line Items
Besides working with these objects, Employee Apps Starter users have access to these Salesforce features, capabilities, and custom objects
  • 20-MB data storage per user license, and 2-GB file storage per user license
  • 1000 API calls per day per member for Enterprise Edition orgs and 5000 API calls per day per member for Unlimited Edition orgs
  • Direct Messages
  • 10 custom objects per license (custom objects in managed packages don’t count towards this limit)
  • Knowledge (read only)
  • Roles and Advanced Sharing
  • Salesforce1 Mobile App
  • Send Email
  • Thanks Badges
  • Tokens
  • Workflow Approvals
Note
For a detailed look at the benefits associated with an Employee Apps Starter license, see Communities User Licenses.

Chatter License Overview

This table shows the list of features that are available for Chatter External, Chatter Free, Chatter Only, and Employee Apps Starter licenses.
FeatureChatter External
(Access limited to items and people in the groups customers are invited to)
Chatter FreeChatter Only
(a.k.a. Chatter Plus)
Employee Apps Starter
Chatter Desktop clientcheck icon indicating truecheck icon indicating truecheck icon indicating truecheck icon indicating true
Use the Salesforce1 mobile app
(Downloadable apps require the “API Enabled” profile permission)
check icon indicating true
Downloadable app users can’t access Groups or People list views.
check icon indicating truecheck icon indicating truecheck icon indicating true
Feedscheck icon indicating truecheck icon indicating truecheck icon indicating truecheck icon indicating true
File sharingcheck icon indicating truecheck icon indicating truecheck icon indicating truecheck icon indicating true
Files Connectcheck icon indicating truecheck icon indicating true
Groupscheck icon indicating truecheck icon indicating truecheck icon indicating truecheck icon indicating true
Invitations to join groupscheck icon indicating true
Only customers who are also group managers can invite Chatter users from groups they have access to or people outside Chatter.
check icon indicating truecheck icon indicating truecheck icon indicating true
Profilescheck icon indicating truecheck icon indicating truecheck icon indicating truecheck icon indicating true
Topics and hash tagscheck icon indicating truecheck icon indicating truecheck icon indicating true
Private messagescheck icon indicating truecheck icon indicating truecheck icon indicating truecheck icon indicating true (Direct Messages)
Global searchcheck icon indicating true
Search results include only those items that customers have access to via groups.
check icon indicating truecheck icon indicating truecheck icon indicating true
Custom objectscheck icon indicating true
Up to 10 custom objects
check icon indicating true
Accounts and contactscheck icon indicating true
Read only
check icon indicating true
Calendar and eventscheck icon indicating truecheck icon indicating true
Content librarycheck icon indicating truecheck icon indicating true
Ideas and answerscheck icon indicating truecheck icon indicating true
Reports and dashboardscheck icon indicating truecheck icon indicating true (access to dashboards is read-only)
Tasks and activitiescheck icon indicating truecheck icon indicating true
Using and approving workflowscheck icon indicating truecheck icon indicating true

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