by Mike Walsh | May 9, 2014 | Salesforce Tips
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.
-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.
by Mike Walsh | Nov 18, 2013 | Blog, Salesforce-Apps-AppExchange
If your company has a strong Social Media presence, you no doubt will be getting compliments (and sometimes complaints) about your business on Twitter, Facebook, and elsewhere. Meanwhile, your statuses and pictures and blog posts are probably making their rounds and shedding light on countless potential new leads. Adding all those cases and leads to Salesforce could take you hours of copying and pasting, but now with Salesforce for Hootsuite, it’s all just a click away.
Hootsuite is a web application built with the Social Media power user in mind, and offers many ways to help you get a constant 360 view on all your social channels. Adding their Salesforce app gives you the ability to quickly add and update records straight to Salesforce without ever leaving your dashboard.
- Create new Leads from Twitter and Facebook social profiles.
- Create Cases from Twitter and Facebook messages.
- Update information for existing Lead records.
- Lookup records in Salesforce based on social profile data.
Check out Salesforce for Hootsuite today, and use it to enter all your new #df13 connections (that’s Dreamforce ’13, in case you’re lost)! On that note, the CloudMyBiz team will be clouding around at Dreamforce this week. We’d love to say hello to our Tip of the Week fans!
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.
by Mike Walsh | Nov 18, 2013 | Salesforce Tips
Have you ever gotten totally stuck with some problem in Salesforce and didn’t know where to go? Don’t worry, it happens to even the best users, admins, and even developers! Google is a great resource when you need help quick, but often times the answers you get don’t quite meet your needs and then you’re back where you started. Well, did you know you can leverage the power of social media to get help on Twitter?
There are tons of Salesforce experts out there, and when you need their help, all you have to do is type a quick note in Twitter, drop #askforce on the end, and then keep an eye on your notifications. Be patient, sometimes it can take a little bit before someone gets back to you, but when they do, you’ll be getting expert advice from someone who will walk you through the problem in 120 characters or less. If you’re not already on Twitter, sign up and start asking questions today!
-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.
