Setting Up Chatter Answers
- Enable Chatter Answers.
- Configure email notificationsettings.
- Implement a Customer Portal (if one doesn’t already exist for yourorganization).
- Configure your organization’sCustomer Portal for Chatter Answers.
- Configure high-volume portal usersfor self-registration.
- Implement a Lightning Platformsite (if one doesn’t already exist for your organization and youwant to use a site).
- Configure your organization’s Lightning Platformsite for Chatter Answers.
- Configure cases for Chatter Answers.
- Set Questions tabvisibility.
- Optionally:Assign data categories toChatter Answers.Configure Salesforce Knowledgefor Chatter Answers.Add Chatter Answers to yourCustomer Portals or Partner Portals.
- Assign data categories toChatter Answers.
- Configure Salesforce Knowledgefor Chatter Answers.
- Add Chatter Answers to yourCustomer Portals or Partner Portals.
- Configure one or more zones.
- Troubleshoot any setup issues.