Presentation portraying the best Tips and Tricks for using Salesforce Chatter

2. Tips 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

3. Tips for End Users to
Maximize Chatter Usage

4. Completing Your Profile
Start by completing your profile so your coworkers can easily find you…

5. 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

6. 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

7. 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

8. How to Use Groups
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

9. Manage Your Chatter Email Settings
Important for End Users
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.

10. Manage Your Group Digest Frequency
Important 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
Navigate to Setup > My Chatter Settings > Chatter Email Settings

11. Making Your Feed Meaningful
Who 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

12. Follow in Email Signature
Makes it easy for coworkers
to find you on Chatter

13. @Mentions Helps Notify Coworkers
Use @mentions to
notify coworkers that
they need to see
something

14. #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

15. Share Large Files Easily
Use Chatter to share large
files easily, without
clogging up people’s inbox

16. 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.

17. 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.

18. Stay Connected While On the Move
Use Chatter Mobile to:
• View and share updates
• Upload photos
• Preview files
Supported devices:
- iPad
- iPhone
- Android
- BlackBerry

19. 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.

20. 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

21. 1-Page User Checklist for
Getting Started
(For admins to send to users)

22. Getting Started with Chatter Checklist
Login to Salesforce.com
Watch the Chatter Intro Video Guidelines & Etiquette
Appears the first time you visit the Chatter enabled Home Tab.
Update Your Profile This is a business tool … so keep
Click on your Name – then Update your Photo, Edit Contact Info and the About
Me sections by clicking on the Pencil Icon.
conversations business related.
Start Following People and Records Only post items that you would be
Use the People Tab – to search for colleagues you would like to Follow. comfortable if the CEO, your manager, or
Certain record types will allow you to Follow them as well … i.e.
Accounts, Contacts, Opportunities, Custom Objects, etc.
the HR team might read.
Check & Customize Your Chatter Email Settings Don’t post confidential information on
Go to: Setup | Personal Setup | My Chatter Settings | My Chatter Emails your home page or another person’s
Decide how much you would like to be alerted when your Feed is updated.
profile – everyone will be able to see it.
Post Your First Status
Tell your internal Followers … what you are working on today! Post your status often … keep your
Share a file (from your desktop or the Content Library) and link to something colleagues updated on
interesting your colleagues can use.
projects, customers, and activities that are
Understand Privacy & Security worthy of collaboration.
Your 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. Talk with your manager if you have any
usage guideline questions.
Join (or Start) a Group
Search the Groups Tab to find colleagues and topics of mutual interest.
None there? Create your own … and make it public, or invite only (private).
Get involved in the Chatter Community by visiting http://www.salesforce.com/chatter

23. Manager Tips and Tricks

24. Manager and Leader Best Practices
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

25. 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

26. Admin Checklist

27. Implementation Checklist: For Admins
Confirm browser compatibility
List of compatible browsers
Confirm mobile compatibility and enable Chatter mobile
List of compatible devices
IP 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

28. Implementation Checklist: For Admins
Load new users
Be 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
practices
Use 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