1. Getting Started with Chatter (or everything you wanted to know but were afraid to ask)

2. What’s in this Guide
This guide is designed to help you use Chatter successfully.
Here’s what you’ll learn:
Tips for success
Great ways to use Chatter
Top tips for Chatter etiquette
Getting involved with the Chatter community
Frequently asked questions

3. Tips for Success (simple steps to Chatter bliss)

4. 1. Watch Embedded Chatter Training Video
In several places inside Salesforce, you will have the opportunity to watch an introductory Chatter demo
Home Tab
Record Detail Page

5. 2. Update Your Profile
By updating your profile and contact information, you make it easier to connect and share with other users
Updated Profile – Start with your Photo
Tips on what to include on your profile
Photo
Updated contact information
Key skills
Past jobs
Location
Hobbies

6. 3. Start Following People
1. Find people in your company
2. Follow them here
Top Tip: You can sort by name or last update.

7. Who should I follow?
Following people is a great way to stay on top of what’s going on in your organization and to discover new information that will help you do your job better. Go to the People Tab to start following people.
Key executives
Your team
Experts and gurus related to your job
Direct reports
Team members located in other regions
Top Tip: You don’t need to follow everyone who follows you

8. 4. Start Following Records
You can now follow records that you care about with Chatter.

9. 5. Create or Join a Group
With Chatter, you can create or join groups to share information easily.

10. 6. Check Your Chatter Email Settings
As an user, you can decide whether to receive alerts from Chatter when certain things happen in the system.
Where to go:
Setup | Personal Setup | My Chatter Settings | My Chatter s

11. 7. Who Sees What? Understanding Privacy & Security
When you type an update into Chatter, where you enter that update will dictate who can (and cannot) see it
Home Tab
User Profile Page
Record Detail Page
Every internal user can see what you post / share
Every internal user can see what you post / share
Only users with “Read” access to the record can see what you post

12. 8. Using Chatter on Mobile (Beta Only)
As an user, you need to upgrade to the latest Salesforce Mobile client.
Versions that supports Mobile Chatter are:
iPhone client v4.2 (Spring ‘10 release) and greater
BlackBerry client v11.7 (Spring ‘10 release) and greater
You can upgrade the client to the latest version by going to your mobile.

13. Great Ways to use Chatter

14. For Sales
Stay on top of changes in customer accounts
Collaborate on deals in context
Find colleagues who know your decision makers
Locate product and industry experts
Discover new references and competitive insights
For Service
Follow high-priority cases and product updates
Locate expertise in other departments
Collaborate in real time to solve complex cases
Get alerts on upcoming SLA milestones
Share the latest case updates with sales
For Custom App Development
Chatterize any custom app built on Force.com
Add collaborative features to any app you build
Browse and deploy hundreds of collaborative apps on the AppExchange
For Company-wide Collaboration
Collaborate with anyone in your organization
Receive real-time updates when app data changes
Share files instantly and collaborate in context
Click to create groups and collaborate on anything
Reduce unwanted blasts and “reply all” s

15. Sales Deal Collaboration
Work together on deals, and share information, files, links and important updates right on the deals that you care about

16. Stay on top of Critical Information
Stay on top of everything that matters to you, such as deals, cases, invoices, people, and more by following them in Chatter

17. Share Documents You Are Working On
Use Chatter to share documents and files you are working on, and collaborate with people in real-time, right from within the feed.

18. Account Collaboration
Both Sales and Support teams can quickly and easily share information about key Accounts to address issues in real-time.

19. Discover New Information
Learn about new information from people you know and people you don’t.
With Chatter you will discover new information and new people that can help you do your job better.

20. Top Tips for Chatter Etiquette

21. Chatter Etiquette
Here are some great tips that will make your Chatter more successful:
This is a business tool so keep conversations business related
Don’t post anything you wouldn’t want your CEO, HR team or a judge seeing
Don’t post confidential information on your home page or another person’s profile – everyone will be able to see it
Employees familiar with other forms of social media (Facebook, MySpace, Twitter) will feel comfortable with this mode of communication, however, it is important to establish guidelines for appropriate use, like any other communication mode.

22. Chatter Etiquette Valuable Contributions
Here are some examples of Chatter updates that are valuable and some that just add noise
Valuable Contributions
Any feedback on our sales strategy for next year?
Anyone have experience with HIPPA compliance?
Have you connected with Jill? She is a guru in the Insurance industry.
ACME is using our solution in a really unique way – check it out.
Account Team – just resolved the urgent case for our Customer. Please follow-up with our Sponsor.
Contributions That Add Noise
Team bonus isn’t looking good this quarter.
Out late night last night, don’t think I’m going to get much done today.
Check out the view from my new office!!
Who wants to have lunch at Harry’s?
The Lost episode last night rocked 
Employees familiar with other forms of social media (Facebook, MySpace, Twitter) will feel comfortable with this mode of communication, however, it is important to establish guidelines for appropriate use, like any other communication mode.

23. Get Involved! (how to get involved in the Chatter community)

24. How to get involved
Share your Chatter stories with the rest of the community
- #chatter
For Chatter news go here
Discover and build exciting new Chatter apps
developer.force.com/chatter
Employees familiar with other forms of social media (Facebook, MySpace, Twitter) will feel comfortable with this mode of communication, however, it is important to establish guidelines for appropriate use, like any other communication mode.

25. Frequently Asked Questions

26. Frequently Asked Questions
Question: How many users/records can I follow?
You can follow up to 500 users or records. We recommend you be selective in who you follow as it will provide better insights through your Chatter feed.
Question: I posted something to my managers profile, who can see that?
Everyone will be able to see what you posted, as the profile page and the home page feeds are completely public. Feeds on objects, like accounts or opportunities, are limited to who can see those.
Question: How come some documents I upload to a feed do not have the preview functionality?
The preview functionality will work with most common file formats,
but not some that are from niche products.
Employees familiar with other forms of social media (Facebook, MySpace, Twitter) will feel comfortable with this mode of communication, however, it is important to establish guidelines for appropriate use, like any other communication mode.

27. Frequently Asked Questions
Question: I’m already seeing items in my feed, how come?
We’ve made life easier for you by having you auto-follow up to 25 items that you are most closely working with.
Question: Does Chatter work with all browsers?
Chatter works with all modern browsers, such as Firefox, Safari, Chrome and Internet Explorer.
Note: Chatter doesn’t work with Internet Explorer 6
Question: How do I search through my feed?
Searching for information through your feeds is not part of the beta version, but will be available in a future release of Chatter.
Employees familiar with other forms of social media (Facebook, MySpace, Twitter) will feel comfortable with this mode of communication, however, it is important to establish guidelines for appropriate use, like any other communication mode.

28. Frequently Asked Questions
Question: How is Chatter different from other social media tools?
Chatter is a business collaboration application that uses many of the same paradigms that you use every single day on the Internet, such as following and connecting with what you care about. Except with Chatter you follow your work colleagues, important documents, opportunities, accounts and customer cases.
Question: I have some questions about Chatter, where do I go?
You can go talk to your administrator, or go to
Employees familiar with other forms of social media (Facebook, MySpace, Twitter) will feel comfortable with this mode of communication, however, it is important to establish guidelines for appropriate use, like any other communication mode.