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

Home Tab

Record Detail Page

In several places inside Salesforce, you will have the opportunity to watch an introductory Chatter demo

2. Update Your Profile

Updated Profile – Start with your Photo

By updating your profile and contact information, you make it easier to connect and share with other users

Tips on what to include on your profile• Photo• Updated contact information • Key skills• Past jobs• Location• Hobbies

3. Start Following People

2. Follow them here

1. Find people in your company

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

Home Tab User Profile Page

When you type an update into Chatter, where you enter that update will dictate who can (and cannot) see it

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)

iPhone client v4.2 (Spring ‘10

release) and greater

You can upgrade the client to the latest version by going to your mobile.

http://mobile.salesforce.com

As an user, you need to upgrade to the latest Salesforce Mobile client.Versions that supports Mobile Chatter are:

BlackBerry client v11.7 (Spring ‘10

release) and greater

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 AppExchangeFor 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 CollaborationBoth 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