A Business Directory Inside Your

Salesforce Organization : Chatter Profiles

A brief tutorial on Chatter Profiles and Chatter Profile

Management

Presentation Flow

1) Introduction

2) Chatter Profile – Your Identity In Your Organization

3) The Need For Profiles

4) Leveraging Profiles Feature To Gain Efficiency In Collaboration

5) Managing Chatter Profiles

6) What Is Profile Management ?

7) Capabilities Of Profile Management (Compliance Solution)

8) A Concluding Note

9) Join Our Journey To The Centre Of Governance

10) Thank You !!!

Introduction

Introduction

Chatter provides an array of Collaboration features and capabilities to any

application built on the Force.com platform.

These Collaboration features include real-time Feed Updates, User Profiles,

and Feeds that allow Users to see changes that are important to them.

For a Developer, this Social Platform opens up endless possibilities for

Customization.

Particularly in this excerpt, we will focus on the “Profiles” feature and also have a

look at ways of Profile Management as an important part of Chatter Governance.

Chatter Profile – Your Identity In Your

Organization

The Profiles feature in Salesforce Chatter enables you to create a Profile

for yourself so that everybody in your Company knows about you and

your area of expertise.

With this feature you can,

Upload a Profile Picture to help your coworkers put a face to a name.

Fill up your Contact Information to make easy to look up phone

numbers and email addresses for everyone in your Company.

Create the “About me” section to introduce yourself to your Company.

You can also include your Department, your areas of expertise, an

overview of your job, and other professional details like past work

experience.

The Need For “Profiles”

The Need For “Profiles”

• Profiles help you in knowing your Colleagues and sharing Expertise.

• In an Organization with many Employees, you may not always know

everyone.

• Profiles are a space to showcase who you are to the rest of your

Company.

• Profiles is like a Business Directory for your Company inside Chatter.

Leveraging “Profiles” feature to gain

efficiency in Collaboration

“Profiles” feature helps in bridging the gap between different

sections across the Enterprise.

Let’s see how “Profiles” can be used to boost various

Processes.

Leveraging “Profiles” feature to gain efficiency in Collaboration

Say for instance you are supposed to give a Product presentation to a

specific Client. You can quickly browse through the Profiles section

and search for the Executive from Research & Development team and

co-ordinate with him, get the Technical details and give a brilliant

Presentation.

Find a Competitive Expert

Chatter Profiles give easy access to the newly Employed about his/her

Seniors or Peers across all Departments. As obvious, Chatter Profiles

are a sure shot way to connect with the right people at the right time

in your Organization.

On board new Employees

What more, Profiles feature is available complimentary with Salesforce

Chatter, Chatter Pulse Edition and across all Salesforce Platforms like

Sales Cloud, Service Cloud and Force.com

Managing Chatter Profiles

While we have already learned about the benefits of Profiles, we must

also learn to Manage and Govern it’s functionality.

Out of the four Chatter Compliance Categories ( User Management,

Data Management, Conversation Management and Monitor &

Analyze), Profile Management falls under the category, User

Management.

Also, there are Native Chatter Standard Features which Support

Compliance Configurations

Native Chatter Standard Features which Support Compliance

Configurations

Category Feature Create Modify Delete

Chatter

ProfileAbout Me Owner/Admin Owner/Admin Owner/Admin

Email

PreferencesOwner/Admin Owner/Admin Owner/Admin

Profile Picture Owner/Admin Owner/Admin Owner/Admin

What is Profile Management ?

It is the ability to establish various Profiles within the

Organization that determine Access to different system

Objects, Records within those Objects and the actions they

can perform with those Objects.

These Profile definitions carry over to Chatter in terms

of Access and Usability privileges.

The feature associated with Profile Management is Profile &

Role Hierarchy.

What is Profile Management ?

Capabilities of Profile Management

(Compliance Solution)

Establish Profile Types

Create Profile Object Access

Define Object Access Permissions

Assign Roles to Profiles

Create Data Access Restrictions via Roles & Role Hierarchy

Extend or Restrict Data Access via sharing Roles, Groups and

Role Hierarchy

Native Record Access (& by default record access / following

within chatter) is controlled by these salesforce.com standard

Profile & Role administration capabilities

Capabilities of Profile Management

(Compliance Solution)

On A Concluding Note

Our global teams are leveraging various Chatter features to

attain maximum Productivity. In addition, we have come up

with an efficient way to Govern Chatter with our

product “Secure Chatter”.

As the name suggests, Collaboration within Chatter remains

cent percent “Secure” with this innovative product based

on Governance as a Service platform.

On A Concluding Note

Join Our Journey To The Centre Of

Governance

With all of the Salesforce Chatter features, partner with us for

CG Secure Chatter which is a more Secure way to Collaborate

within your Organization.

Visit our appexchange listing for more details.

http://bit.ly/confidentg

http://bit.ly/SocialGRC

http://bit.ly/SecureChatter

Follow us on Twitter

Like us on Facebook

Visit us at

@confidentgovern , @bbhagat , @EnCrispGRC

/ConfidentGovernance, /EnCrisp

www.confidentgovernance.com, www.encrisp.com