Any #AwesomeAdmin knows that Chatter is the all-purpose grease for their Salesforce engine, but many admins have yet to leap into the land of true Chatter awesomeness. By establishing a few simple processes and making key configuration changes, admins will be much more productive while empowering their leadership and colleagues to work together in an efficient and fun way! Whether you're a new Salesforce admin or a long time vet, join us to learn how Chatter can help you take your #AwesomeAdmin status to the next level.

1. Chatter 101
For the Salesforce Admin
Taking your #AwesomeAdmin Status to the Next Level
​ Becky Webster
​ Director, Simplus Community
​ beckyw@simplus.com
​ @BeckyMaeW
​

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Safe Harbor

3. Becky Webster
Director, Simplus Community
Simplus

4. Salesforce Chatter: The #AwesomeAdmin’s Superpower
Engage in Organization-Wide
Collaboration
Easily Access Files and
Information
Consolidated Communication
Within Your Teams
ü Skyrocketed efficiency
ü Better overall adoption
ü Career-boosting visibility

5. ü Individual identity
ü Team identity
ü Company identity
ü Recognition
Centralize
Communication
Note Key Settings &
Features
Demonstrate & Drive
Behavior
Chatter 101 for Every Salesforce Admin
ü Carefully consider
available settings
ü Maximize
accessibility
ü Add context with
Publisher Actions
and record feeds
ü Educate peers and
leaders
ü Lead by example
ü Demonstrate value

6. ü Profile completion
ü Follow and encourage others
Individual Identity
Centralize Communication

7. Centralize Communication
Team & Company
Identity
ü Create basic structure
ü Help / engagement
groups
ü Pictures & information
ü Home page
component
Internal
Functions
Sales
Marketing
Legal
HR
IT
Products
Product A
Product B
Product C
Product D
Engagement
Shout-out!
Ask the
CEO
Competitive
Intel
Salesforce Help

8. Centralize Communication
ü Badges: OOTB & custom
ü Reward proper Salesforce
& Chatter use
Recognition

9. ü Easy wins
§ Emoticons
§ Edits
§ Rich link previews
§ Approvals
ü Consider:
§ Coworker & customer
invitations
Consider Available
Settings
Note Key Settings & Features
ü Enable on most
objects with key fields
ü Utilize Publisher
Actions
ü Determine objects for
feed-based layouts
Increase
Accessibility
ü Chatter Email Settings
ü Chatter desktop
ü Salesforce1
Record Feeds

10. Note Key Settings & Features
Consider Available
Settings
ü Easy wins
§ Emoticons
§ Edits
§ Rich link previews
§ Approvals
ü Consider…
§ Coworker & customer
invitations

11. Note Key Settings & Features
ü Chatter Email Settings
ü Chatter desktop
ü Salesforce1
Increase
Accessibility

12. Note Key Settings & Features
ü Enable on key
objects with
strategic fields
ü Determine objects
for feed-based
layouts
ü Use Publisher
Actions
Record Feeds

13. ü Chatter mentorship
for executives
ü Host brief trainings
ü Focus on feed
management
Educate Peers &
Leadership
Demonstrate Value & Drive Behavior
ü Library of use cases
ü Reports &
dashboards
Lead by Example
ü Email notifications
ü Use record feeds –
not email
Illuminate Value

14. ü Host brief trainings
ü Chatter mentorship for
executives
ü Focus on feed
understanding &
management
Demonstrate Value & Drive Behavior
Educate Peers &
Leadership

15. Demonstrate Value & Drive Behavior
ü Email notifications
ü Use record feeds –
not email!
Lead by Example

16. Demonstrate Value & Drive Behavior
ü Library of use cases
ü Reports &
dashboards
ü Employee surveys
Illuminate Value

17. ü Individual identity
ü Team identity
ü Company identity
ü Recognition
Centralize
Communication
Note Key Settings &
Features
Demonstrate &
Drive Behavior
Chatter 101: Key Takeaways
​ Bringing it all together…
ü Carefully consider
available settings
ü Maximize
accessibility
ü Add context with
Publisher Actions
and record feeds
ü Educate peers and
leaders
ü Lead by example
ü Demonstrate value

18. Now… go take your
#AwesomeAdmin status to the next
level!