Develop a Chatter deployment strategy by
Identify champions. Identify your Chatter use cases. Create your communication plan. Communicate your rules of engagement (Chattiquette). Measure your results
Chatter Champions are in 3 categories (can be one or several persons)
Executive Sponsor:
Evangelist
Community Manager
Work with business users to identify the right use _______ to address with Chatter
cases
Some sample use cases are:
All-Hands Chatter group for company-wide collaboration ideal for companies who teams are geographically distributed or remote.
Corporate Goals Chatter topic to highlight and share around a key company objective.
A series of quick polls to gauge employee reaction to a company directive (typically informal)
A Competitive Strategy Chatter group where you can share insights on your competitors, access files and tip sheets, and get quick answers from experts.
An Event Planning Chatter group where you can collaborate while planning a department event.
Prioritize your use cases, looking for those cases with ____ impact and easy implementation.
high
Chatter deployment needs a solid ___________plan.
communication
Create Marketing Content: by sending ____________
emails and videos to advertise that Chatter is coming.
Create a Schedule and Choose your _______ date carefully by Avoiding holidays and busy times for your company
launch
Measure and track chatter adoption by
Download_____________ from AppExchange.
Salesforce Chatter Dashboards
Only system ____________ have permission to install apps or components
administrators
By default, for all organizations created after June 22, 2010, is _________enabled for all users.
Chatter
A ________-based Chatter deployment can be useful to larger organizations because it allows for a controlled, department-by-department deployment
profile
A profile-based deployment of Chatter consists of these steps:
Turn on Chatter for your org.
Enable a profile-based deployment of Chatter for your organization.
Determine which users for Chatter.
Review and modify existing custom user profiles and permissions sets.
Verify that the Enable Chatter permission in a custom user profile or permission set has the desired setting.
How to Turn on Chatter for your org
From Setup,
enter Chatter Settings in the Quick Find box,
Click Edit.
Under the Chatter Settings section, select Enable.
Save.
USER PERMISSIONS NEEDED To enable Chatter:
Customize Application
Enable Chatter is automatically enabled for all
___________profiles.
standard
Chatter is automatically enabled for ____________profiles when any of the user-level permissions are enabled manually or as part of a license
custom
Modify existing ________ profiles with permissions to manage access to Chatter, and create custom profiles.
custom
To give Chatter Access Through User Profiles go to
Log in as a Salesforce administrator.
Setup
Enter Profiles in the Quick Find box,
Select Profiles.
Manage users, then profiles
