A couple weeks ago, we shared a few dos and don’ts for working with Chatter. Many of our readers love the value Salesforce Chatter brings to their organizations. Chatter is a powerful tool for promoting user adoption and collaboration between team members, but when you have an important announcement to make, it can get lost quickly in an active Chatter feed, making email the fallback. Well, with Spring ’14, all your troubles are gone!
With the release of Spring ’14 came Chatter Announcements, a feature which allows you to make announcements in a Chatter feed and have them hang around for a while so no one missing the important news. Got an upcoming office party? Is IT going to be doing some important updates? Are you offering a special monthly bonus for your Sales Reps? Do you want to remind everyone that the office is going to be closed for an upcoming holiday? Make a Chatter Announcement, and no one will be left in the dark. Be heard and start using Chatter Announcements today!
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.
Salesforce Chatter is a great tool for collaboration, but just like with any social media platform, sometimes it can get hard to find the relevant posts in the noise of your Chatter feed. Salesforce Labs has a great app to help you automatically unfollow posts when they are no longer relevant to you, but if you need something more robust, you may feel like you’re out of options. Well, you should check out ChattoMate – Workflow Automation for Chatter!
Eliminate ‘noise’, manage Chatter limits, send notifications and follow important conversations by setting rules on records, users or groups. Works with all Chatter environments: browser, Chatter Desktop, Salesforce1, Mobile or Customer Communities.
Let the cream rise to the top and check out ChattoMate today!
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.
For most businesses, collaboration is key to success, and Salesforce Chatter is the perfect tool. When asked to describe Chatter, I tend to refer to it as Facebook meets Twitter meets Salesforce. Chatter brings you all the social media tools you’re used to outside of the office and builds it on top of your Salesforce system to give you the ability to make comments, create polls, reach out for help, and offer support in public and private groups, as well as directly on any Salesforce record. But in today’s social media crazed world where public and private frequently collide, the lines between business and leisure can blur, leaving users and administrators alike asking themselves, “is this okay to post on Chatter?” Don’t worry, we’ve got some good rules of thumb.
Chatter really shines with mentoring employees and offering real time coaching. Groups are great for bringing new hires up to speed, offering training, and giving a forum for team members to ask questions and get help. You should participate by asking and answering questions and sharing information, keep your posts relevant to work, keep them brief, and use Chatter as a replacement to low priority emails. Don’t post anything you wouldn’t want your HR team to read, write long posts, share confidential information, or use Chatter as a replacement to in-person conversations. Need some good examples? Check out the image above. And for more information, check out this awesome webinar, Improve User Training, User Feedback and Salesforce Adoption Leveraging the Power of Chatter.
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.
While Salesforce Chatter is built with the social media savvy in mind, there are some limitations in place to ensure everything runs smoothly. While there are limits to the numbers of friends you can have on Facebook (a professional rapper friend of mine actually maxed his out), you’re going to have to go far beyond the thousands before you ever get there. On Chatter, however, you can only follow 500 feeds (people, records, etc.). When you hit that max, it is a tedious and time-consuming job to find those items which are no longer relevant and unfollow each one at a time. Don’t you wish you could just set up some rules that would automatically unfollow Cases a few days after they close, take opportunities off your list once they’ve been won, and keep your list wide open for the next wave of important updates? Well, there’s an app for that! Chatter Unfollow Rules – Managed by Salesforce Labs has you covered!
Avoid the 500 following limit!
Set up automated rules that determine when users should stop following records. Each night, Rules remove everyone following the records that meet your criteria.
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.
