Getting Started with Chatter (or everything you wanted to know
but were afraid to ask) Slide 2 Whats in this Guide This guide is
designed to help you use Chatter successfully. Heres what youll
learn: Tips for success Great ways to use Chatter Top tips for
Chatter etiquette Getting involved with the Chatter community
Frequently asked questions Slide 3 Tips for Success (simple steps
to Chatter bliss) Slide 4 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
Slide 5 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 Slide 6 3. Start Following People
2. Follow them here 1. Find people in your company Top Tip: You can
sort by name or last update. Slide 7 Who should I follow? Following
people is a great way to stay on top of whats 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
dont need to follow everyone who follows you Slide 8 4. Start
Following Records You can now follow records that you care about
with Chatter. Slide 9 5. Create or Join a Group With Chatter, you
can create or join groups to share information easily. Slide 10 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 Slide 11 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 Only users with Read
access to the record can see what you post Slide 12 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 Slide 13 Great Ways to use Chatter
Slide 14 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 Slide 15 Sales Deal Collaboration Work together on
deals, and share information, files, links and important updates
right on the deals that you care about Slide 16 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 Slide 17 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. Slide 18
Account Collaboration Both Sales and Support teams can quickly and
easily share information about key Accounts to address issues in
real-time. Slide 19 Discover New Information Learn about new
information from people you know and people you dont. With Chatter
you will discover new information and new people that can help you
do your job better. Slide 20 Top Tips for Chatter Etiquette Slide
21 Chatter Etiquette Here are some great tips that will make your
Chatter more successful: This is a business tool so keep
conversations business related Dont post anything you wouldnt want
your CEO, HR team or a judge seeing Dont post confidential
information on your home page or another persons profile everyone
will be able to see it Slide 22 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
isnt looking good this quarter. Out late night last night, dont
think Im going to get much done today. Check out the view from my
new office!! Who wants to have lunch at Harrys? The Lost episode
last night rocked Slide 23 Get Involved! (how to get involved in
the Chatter community) Slide 24 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 Slide 25 Frequently Asked
Questions Slide 26 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. Slide 27
Frequently Asked Questions Question: Im already seeing items in my
feed, how come? Weve 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 doesnt 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. Slide 28
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
