Salesforce: Complete the My Profile Page - dummies

Salesforce: Complete the My Profile Page

By Tom Wong, Liz Kao, Matt Kaufman

The My Profile page on Salesforce acts like a cross between a corporate intranet page about yourself and a news feed about your collaborations within the company. Chatter integrates the concept of feeds in many places in Salesforce.

Think of feeds as proactive status updates across your company so that people interested in the same things (like an account, contact, or opportunity) can follow each other and stay up to date on the latest news.

To locate and update your My Profile page, follow these steps:

  1. After logging in to Salesforce, click your name in the upper-right corner of the Salesforce page and select the My Profile list option.

    Your profile page appears. In the left column is room for a photo, some contact details, and some statistics based on various interactions on the feed. The feed is the middle column that shows your most recent activities (similar to a feed on a social network).

    An overview about yourself, and what Chatter groups you belong to, is accessible from the Overview tab to the right of the Feed tab (see this figure).

    Reviewing the My Profile page.
    Reviewing the My Profile page.
  2. To upload a photo, click the outline of the head in the left column, and then click Upload.

    The Upload Profile Photo box appears.

  3. Click the Browse button to upload a small square photo of yourself.

    A file selection window opens so that you can browse and select your photo from your computer. After you’ve clicked your photo file, click Open.

  4. Click Save on the Upload Profile Photo screen.

    Voilà! Your photo appears. A smaller version of your photo will now appear to the left of your name within any Chatter feeds so that you can be quickly identified.

Though you might prefer to submit a photo of your pet or the back of your head, don’t forget that this is for work collaboration. Help your fellow employee out (especially the newer ones) by posting a clear photo of yourself.