Following Chatter Best Practices in Salesforce - dummies

Following Chatter Best Practices in Salesforce

By Liz Kao, Jon Paz, Matt Kaufman, Tom Wong

As with other social media outlets like Twitter or Facebook, when you use Chatter, the collaboration engine of Salesforce, you need to be sensitive to the information you’re posting and how the content may be interpreted. Because Chatter allows users to collaborate and share updates with fellow employees and customers, you need to be professional and positive.

Here are some Chatter best practices to help you share the most relevant and compelling Chatter content with your colleagues:

  • Participation builds the community. Ask and answer questions — don’t just share information.

  • Keep your Chatter posts work related. Don’t send personal messages that aren’t relevant to your business. Nobody wants to read about your garage sale this weekend.

  • Keep your posts brief. Everybody else is just as busy as you are. When was the last time you had time to read War and Peace at work? If you have something really lengthy to share, consider using an attachment or moving the conversation out of the world of text.

  • Consider posting something on Chatter instead of sending an email, especially if your recipient works primarily in Salesforce.

  • Use Chatter to address a wider audience and solicit feedback.

  • Use Groups instead of email distribution lists for collaboration.

  • Keep your posts professional and respectful.

    You’re at work. Don’t post anything that you wouldn’t want a customer, your HR team, or management to see.

  • Don’t send the same message to multiple groups. Because Chatter users often subscribe to several groups (for example, one that discusses media industry deals, another for eastern territory deals, and so on), they could receive the same message that you’ve posted across multiple groups . . . over and over again.