Salesforce Chatter premiered several years ago now (who remembers the Super Bowl commercials?), and thanks to constant updates and cool new features, it still remains the hot topic everyone talks about. Chatter can do so much more than just serve as a social platform for collaboration, like making things easy to find, helping you keep your team up to date on the latest company news, and managing attachments with ease. In the past, we’ve talked about the dos and don’ts of using Chatter, but some of you may be struggling with something more basic – “you say Chatter is like Twitter and Facebook, but I don’t use those! How can I succeed with a social media tool when I don’t use social media!?” Don’t worry, I hear you loud and clear, and I’m here to help!
There are four basic weapons in the social media and Chatter arsenal – mentions, tags, links, and likes. Mentions (sometimes called “at-mentions”) look a little different on every platform, but they all act the same. Start by typing the @ symbol followed immediately by a person’s name, click on it when it pops up, and when you click Share, that user will get an email notification. Tags (also called “hashtags”) are uniform across most any platform. When you’re writing a post, identify a keyword and place a # immediately before it (ex. #Salesforce, #Chatter). Hashtags help you find other relevant posts and identify what other people are talking about. Links are exactly what they sound like. You read a really good blog post, saw one of your clients mentioned in an article, or maybe just want to share a cute cat video (if that’s cool in your office), copy the link and add it to your post. Finally, likes are your way to tell others what is relevant to you. When you “like” something by clicking the Like button, you’re telling the person who posted the original message that you want to see more posts like that.
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.