Transcript Getting Started with Chatter - SaaS Solutions salesforce.com CRM

Getting Started with Chatter
(or everything you wanted to know but were afraid to ask)
What’s in this Guide
This guide is designed to help you use Chatter successfully.
Here’s what you’ll learn:
 Tips for success
 Great ways to use Chatter
 Top tips for Chatter etiquette
 Getting involved with the Chatter community
 Frequently asked questions
Tips for Success
(simple steps to Chatter bliss)
1. Watch Embedded Chatter Training Video
In several places inside Salesforce, you will have the opportunity to
watch an introductory Chatter demo
Home Tab
Record Detail Page
2. Update Your Profile
By updating your profile and contact information, you make it easier to
connect and share with other users
Updated Profile – Start with your Photo
Tips on what to include on your
profile
• Photo
• Updated contact information
• Key skills
• Past jobs
• Location
• Hobbies
3. Start Following People
1. Find people in your company
2. Follow them here
Top Tip: You can sort by name or last update.
Who should I follow?
Following people is a great way to stay on top of what’s going on in your
organization and to discover new information that will help you do your job
better. Go to the People Tab to start following people.
 Key executives
 Your team
 Experts and gurus related to your job
 Direct reports
 Team members located in other regions
 Top Tip: You don’t need to follow everyone who follows you
4. Start Following Records
You can now follow records that you care about with Chatter.
5. Create or Join a Group
With Chatter, you can create or join groups to share information easily.
6. Check Your Chatter Email Settings
As an user, you can decide whether to receive email alerts from
Chatter when certain things happen in the system.
Where to go:
Setup | Personal Setup | My Chatter Settings | My Chatter Emails
7. Who Sees What?
Understanding Privacy & Security
When you type an update into Chatter, where you enter that update will
dictate who can (and cannot) see it
Home Tab
User Profile Page
Record Detail Page
Every internal user can see
what you post / share
Every internal user can see
what you post / share
Only users with “Read”
access to the record can
see what you post
8. Using Chatter on Mobile (Beta Only)
As an user, you need to upgrade to the latest Salesforce Mobile client.
Versions that supports Mobile Chatter are:
iPhone client v4.2
(Spring ‘10 release)
and greater
BlackBerry client v11.7
(Spring ‘10 release) and
greater
You can upgrade the client to the latest version by going to your mobile.
http://mobile.salesforce.com
Great Ways to use Chatter
For Sales
• Stay on top of changes in customer accounts
• Collaborate on deals in context
• Find colleagues who know your decision makers
• Locate product and industry experts
• Discover new references and competitive insights
For Service
• Follow high-priority cases and product updates
• Locate expertise in other departments
• Collaborate in real time to solve complex cases
• Get alerts on upcoming SLA milestones
• Share the latest case updates with sales
For Custom App Development
• Chatterize any custom app built on Force.com
• Add collaborative features to any app you build
• Browse and deploy hundreds of collaborative apps on the AppExchange
For Company-wide Collaboration
• Collaborate with anyone in your organization
• Receive real-time updates when app data changes
• Share files instantly and collaborate in context
• Click to create groups and collaborate on anything
• Reduce unwanted email blasts and “reply all” emails
Sales Deal Collaboration
Work together on deals, and share information, files, links and important updates
right on the deals that you care about
Stay on top of Critical Information
Stay on top of everything that matters to you, such as deals, cases, invoices,
people, and more by following them in Chatter
Share Documents You Are Working On
Use Chatter to share documents and files you are working on, and collaborate
with people in real-time, right from within the feed.
Account Collaboration
Both Sales and Support teams can quickly and easily share information about key
Accounts to address issues in real-time.
Discover New Information
Learn about new information from people you know and people you
don’t.
With Chatter you will discover new information and new people that can
help you do your job better.
Top Tips for Chatter Etiquette
Chatter Etiquette
Here are some great tips that will make your Chatter more successful:
 This is a business tool so keep conversations business related
 Don’t post anything you wouldn’t want your CEO, HR team or a judge seeing
 Don’t post confidential information on your home page or another person’s profile –everyone will
be able to see it
Chatter Etiquette
Here are some examples of Chatter updates that are valuable and some that just add noise
Valuable Contributions
•
Any feedback on our sales strategy for next year?
•
Anyone have experience with HIPPA compliance?
•
Have you connected with Jill? She is a guru in the Insurance industry.
•
ACME is using our solution in a really unique way – check it out.
•
Account Team – just resolved the urgent case for our Customer. Please follow-up
with our Sponsor.
Contributions That Add Noise
•
Team bonus isn’t looking good this quarter.
•
Out late night last night, don’t think I’m going to get much done today.
•
Check out the view from my new office!!
•
Who wants to have lunch at Harry’s?
•
The Lost episode last night rocked 
Get Involved!
(how to get involved in the Chatter community)
How to get involved
Share your Chatter stories with the rest of the community
•
www.facebook.com/salesforcechatter
•
www.twitter.com - #chatter
For Chatter news go here
•
www.salesforce.com/chatter
•
www.youtube.com/user/salesforce
Discover and build exciting new Chatter apps
•
developer.force.com/chatter
Frequently Asked Questions
Frequently Asked Questions
Question: How many users/records can I follow?
You can follow up to 500 users or records. We recommend you be selective in who you
follow as it will provide better insights through your Chatter feed.
Question: I posted something to my managers profile, who can see that?
Everyone will be able to see what you posted, as the profile page and the home page
feeds are completely public. Feeds on objects, like accounts or opportunities, are
limited to who can see those.
Question: How come some documents I upload to a feed do not have the preview
functionality?
The preview functionality will work with most common file formats,
but not some that are from niche products.
Frequently Asked Questions
Question: I’m already seeing items in my feed, how come?
We’ve made life easier for you by having you auto-follow up to 25 items that you are
most closely working with.
Question: Does Chatter work with all browsers?
Chatter works with all modern browsers, such as Firefox, Safari, Chrome and Internet
Explorer.
Note: Chatter doesn’t work with Internet Explorer 6
Question: How do I search through my feed?
Searching for information through your feeds is not part of the beta version, but will be
available in a future release of Chatter.
Frequently Asked Questions
Question: How is Chatter different from other social media tools?
Chatter is a business collaboration application that uses many of the same paradigms
that you use every single day on the Internet, such as following and connecting with
what you care about. Except with Chatter you follow your work colleagues, important
documents, opportunities, accounts and customer cases.
Question: I have some questions about Chatter, where do I go?
You can go talk to your administrator, or go to www.salesforce.com/chatter/getstarted