Tips and Tricks for Using ChatterShareShare

Tips and TricksTips and Tricks

This section of the Chatter Playbook is designed to help admins, managers, leaders, and end users get the most out of Chatter.

How to use this section: Reference guide on using features of Chatter that maximizes adoption. These features can also be used as “Tips of the Week” to drive excitement around Chatter.

Intended Audience: Project Managers, Project Team Members, Systems Administrators, Managers, Leaders, End Users

Tips for End Users toMaximize Chatter Usage

Completing Your ProfileStart by completing your profile so your coworkers can easily find you…

Use the left hand side of the profile page for:-Posting information about you, such as work and educational history, as well as key skills-Keeping your contact details up to date -Posting links to your Twitter, LinkedIn and Facebook pages

Top tip: Your “About Me” section is searchable, so be accurate so people can find you easily

Use the middle of the profile page for:- Posting status updates on what you are working on- Sharing files, like presentations, documents, creative documents- Seeing what people post to you for your feedback

Top tip: Anything you post here will be visible for everyone

Use the right hand side of the profile page for:- Seeing who and what you are following- Seeing what groups you are members of

Top tip: Click on the profile of your executive team to easily see who and what they are following

Use Groups for:- Sharing information around topics or subjects- Groups can be private or public, and have multiple moderators- Use the description area to post permanent links to files and people- Use the dataloader to automatically add people to groups

Top tip: Use the @ sign to bring people into the conversation to share knowledge

How to Use Groups

Navigate to Setup > My Chatter Settings > Chatter Email Settings

Top tip: Set as many or as few notifications as you would like. You will fine tune your settings over time starting with more and then shifting to less.

Manage Your Chatter Email SettingsImportant for End Users

Manage settings per group– On each post – I’m THE expert, this is

critical to my job – Daily – I want to stay on top of

developments– Weekly – I want to catch up periodically – Never – I occasionally ask questions and

don’t mind updates it in my feed

Manage Your Group Digest FrequencyImportant for End Users

Navigate to Setup > My Chatter Settings > Chatter Email Settings

Making Your Feed MeaningfulWho and What to Follow?

• Key executives that you want to connect with• Informal organizational leaders (thought

leaders, SMEs, gurus)• Your records (deals, cases, projects,

accounts, etc.)• Experts and gurus related to your job• Peers and direct reports• Selected experts in other regions, industries

and/or organizations• Mission critical applications• Don’t follow everyone who follows you

Top tip: Following outside of your organization and geography provides a tremendous opportunity to increase your network of experts well beyond your organization You can also click on any profile to see who other people

are following

Follow in Email Signature

Makes it easy for coworkers to find you on Chatter

@Mentions Helps Notify Coworkers

Use @mentions to notify coworkers that they need to see something

#Hashtags Are Great for Conversations

Use the # symbol (hashtag) in front of a word to make it a running conversation

Hashtags show up as:- Conversations in

your company- Topics on your

profile that you use- Auto-suggestions

when posting

Share Large Files Easily

Use Chatter to share large files easily, without clogging up people’s inbox

Share Files Privately with Others

In the “Files” tab you can upload files just for you.

You can also share files privately with other users.

Reply to Emails from Chatter

You can reply to an email notification from Chatter, and your reply will show up as a comment.

Great for staying productive on your mobile device.

Stay Connected While On the Move

Use Chatter Mobile to:• View and share updates• Upload photos• Preview files

Supported devices:- iPad- iPhone- Android- BlackBerry

Use Chatter Desktop to Stay in the Loop

Chatter Desktop can be used to stay in the loop and productive while you work in email, PowerPoint, or other applications.

General Tips for End Users • Use Chatter every day – make it a habit • Spend time poking around to uncover useful information• Use the hide Chatter button after viewing the feed • For searching for people, you can use the People tab OR the

User sidebar search• Manage who and what you follow periodically – this will change

over time • Adjust the frequency of your email digests and Chatter email

notifications to manage your information flow • Use the desktop client to follow the conversation without having to

login• Use the mobile client to stay engaged when away from your PC

1-Page User Checklist forGetting Started

(For admins to send to users)

Login to Salesforce.com

Watch the Chatter Intro Video Appears the first time you visit the Chatter enabled Home Tab.

Update Your ProfileClick on your Name – then Update your Photo, Edit Contact Info and the About Me sections by clicking on the Pencil Icon.

Start Following People and RecordsUse the People Tab – to search for colleagues you would like to Follow.Certain record types will allow you to Follow them as well … i.e. Accounts, Contacts, Opportunities, Custom Objects, etc.

Check & Customize Your Chatter Email SettingsGo to: Setup | Personal Setup | My Chatter Settings | My Chatter Emails Decide how much you would like to be alerted when your Feed is updated.

Post Your First StatusTell your internal Followers … what you are working on today!Share a file (from your desktop or the Content Library) and link to something interesting your colleagues can use.

Understand Privacy & SecurityYour comments can be seen by ALL internal users … so keep it professional. Users with Read access to a record can see that record’s Feed as well.

Join (or Start) a GroupSearch the Groups Tab to find colleagues and topics of mutual interest. None there? Create your own … and make it public, or invite only (private).

Getting Started with Chatter Checklist

This is a business tool … so keep conversations business related.

Only post items that you would be comfortable if the CEO, your manager, or the HR team might read.

Don’t post confidential information on your home page or another person’s profile – everyone will be able to see it.

Post your status often … keep your colleagues updated on projects, customers, and activities that are worthy of collaboration.

Talk with your manager if you have any usage guideline questions.

Guidelines & Etiquette

Get involved in the Chatter Community by visiting http://www.salesforce.com/chatter

Manager Tips and Tricks

Leading your team on Chatter•Use regularly – narrate your daily / weekly observations, insights and vision – invite discussion •Solicit feedback from your team to engage your organization •Share organization updates / announcements •Post to others’ walls – this engages them•Follow your top accounts, deals, projects, etc. for easy updates •Get your team to update their profile and contact details•Ask your team to share status updates via Chatter instead of email

Manager and Leader Best Practices

Ideas for what to share:•Share travel plans and customer visits •Post office hours that employees can use to connect with you •Host meeting Q&A from a Chatter Group or your profile feed •Use Chatter on dashboards to share progress•Give recognition – project completion, positive customer feedback, individual and team efforts

– Use @mentions to ensure specific employees and their managers notice

Manager and Leader Best Practices

Admin Checklist

Confirm browser compatibility List of compatible browsers

Confirm mobile compatibility and enable Chatter mobileList of compatible devicesIP restriction considerations

Confirm desktop compatibility and enable / deploy desktop List of desktop requirements

Install Chatter Usage Dashboard from AppExchange Link to dashboard

Manage email notifications for your organization

Manage Invitations (Chatter Free) – enable / disable, define domains

Implementation Checklist: For Admins

Load new usersBe sure to update the ‘manager’ field so this value can be seen on the profile tab

Enable Chatter Feed Tracking for objects and fields Enabling the ‘owner’ field will ensure that users are following the records they create.

Load users to follow key executives Use these instructions to have users follow their leaders

Setup and load groups with members and seed with content Create an ‘All Chatter’ group for all users to ask questions and share best practicesUse these instructions to populate groups

Post FAQs, user guidelines in the All Chatter Group Post these documents to the System Admins feed and then update the group Description with links to these documents

Implementation Checklist: For Admins