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Tip of the Week – Make the most out of Chatter in Salesforce

Tip of the Week – Make the most out of Chatter in Salesforce

Chatter has been around for quite a while now, but I find very few businesses fully leveraging it to improve their process flow. We’ve written quite a few posts around how to use Chatter, and today, I hope to add to that by giving you a simple user adoption plan with a couple quick tricks that will make Chatter an invaluable tool for your team.

Start out by reviewing the standard Chatter Actions available on each object. Out of the box, Salesforce offers key features like logging calls, uploading files, creating new Cases, and more. Ask around the office to find out what your team is doing most often, and create custom Chatter Actions to fill the gaps to help streamline those processes (see #1 here). Set up Chatter Feed Tracking to update the feed whenever key updates occur on a record. Finally, pick two or three actions your team should always complete within the feed, and when they do, congratulate them with an @mention. Drive towards Chatter, and away from email, for all collaborative conversations around records. Once your team gets the hand of Chatter, there’s no going back!

-Jared and the Salesforce Guys

App of the Week – Salesforce connects to the world with the Salesforce IFTTT Channel

App of the Week – Salesforce connects to the world with the Salesforce IFTTT Channel

Salesforce IFTTT

You may have read our post a while back about the Salesforce Chatter Channel for IFTTT (“if this then that), a free IoT (that’s “Internet of Things”) integration tool that lets you automatically trigger actions across internet-connected services and devices based on events – in example, I love that whenever I update my Facebook profile picture, Twitter is updated automatically too! Well, back in April 2014, the Salesforce Channel was pretty limited. All you could do was create triggers to post to Chatter. Well, it’s a whole lot more powerful than that now!

With the Salesforce IFTTT channel you can easily create integrations between Salesforce and your favorite apps. Turn on a Hue light when an opportunity is won. Post on Chatter when someone tweets a specific hashtag.

Check out the AppExchange listing for Salesforce IFTTT, or dive right in and check out some of the awesome Salesforce recipes like posting escalated Cases to Slack or tracking your FitBit data in Salesforce today!

Sanity, Selflessness and Salesforce:  A guide to not losing your marbles at Dreamforce 2015

Sanity, Selflessness and Salesforce: A guide to not losing your marbles at Dreamforce 2015

Dreamforce…

Inspiration. Imagination. Innovation.

Inanition. Indisposition. Enervation.

Houston… We have a problem.

Dreamforce is one of the largest tech conferences in the world. Over 160,000 people attending, and a place where even the most extroverted can find themselves overwhelmed.

With less than a week to go, do you have the knowledge you need to make it through without losing your marbles whilst helping others to keep theirs all in one place too?

Under promise, over deliver. There are over 1,600 sessions to choose from. All of which will be available on YouTube. If you haven’t worked out which sessions you want to attend, then do that right this minute. Yes, I’m bossing you about, but you don’t want to show up on Monday with no idea of what’s going on, as you’ll lose earlier said marbles right off the bat. And don’t have a meltdown if you can’t reserve a seat – 25% of seats are ‘secretly’ left unreserved to allow for walk-ins.

Book the sessions you want to attend, then book back-up sessions. Aim for 3 to 4 a day and then expect to attend 2 of them. Apptus has a great guide to the Agenda builder. But, you need to go with the flow here. If you run into Miss Piggy and are having a fascinating conversation about how Kermit keeps himself so green, then know that you don’t have to run off because you can catch that session online.

If you need help deciding which sessions to choose from, Dreamforce has a handy filter, where you can filter down to 17 industries, 21 roles, 20 products, 26 themes, and 3 levels.

In the same vein, book into every party you think you might want to attend and go, if Miss Piggy will let you. Don’t worry about being a flake here – everything’s oversubscribed, as they know people are trying to hit every party on the block. However, whenever possible, try to get VIP passes for guaranteed entry, fancy drinks and a good serving of grub. Check out the Apptus party calendar for up to-date info on the DF15 parties.

Get into the Zone. Make sure you give yourself time to head over to the Zones. Each Zone focuses on content for their respective audience and will provide areas to recharge – yourself and your devices! This year, Moscone West will host the Dev, Admin, Design, Analytics and SMB zones. If you head over to Park Central you’ll be in the Partner Zone, Palace will hold the Service Zone, Hilton will host the Salesforce U Zone and the Marriott will inspire you with the Foundation Zone. Do not mistake multiple zones for wormholes to Planet Vega.

My body is a Temple. But it won’t be if you keep grabbing all the junk food that’s being thrown at you.

At Dreamforce, you’re going to walk a lot. What’s going to make that easier for you? Comfy shoes? Baggy Hammer pants? A Hurricane stick? Whatever it might be – take it and wear it with pride.

You’re probably going to get a headache. Be it from lack of food, the air-conditioning, too much booze, non-stop chattering, walking into glass doors… Whatever it may be – what do you need for that headache? Advil? Tiger balm? Tracks of crickets chirping in the rain forest? Make sure you have it with you.

Coffee is everywhere! Over 5,000 gallons of coffee were consumed at DF14. And you know what? It’s not going to keep you going… Caffeine wreaks havoc on your blood sugar levels and makes you even more fatigued. It’ll boost you up, you’ll then crash and reach for another cup. Remember what it can do to your belly too… Uh-oh! Reach for an apple instead of that 2nd or 3rd cup. It honestly has more wake up power than a cup of Joe.

What do you need for energy? With all that chinwagging and shuffling around, you’re going to need to keep your energy up. Avoid the endless supply of junk food and sugary snacks. Pack your own snack in your pocket or backpack and drink plenty of water. You will get dehydrated and will have no idea that you’re so fatigued because you need water (…okay, maybe the 6 martinis and slow dancing with SaaSy til 1am come into play there too).

Find a zen place. This is going to be an intense 4 days. It’s important to take time to yourself and ground yourself. Your mind will be so scattered and you’ll be running on adrenaline, so any time you have a spare moment, go find a place to just sit and breathe. If you struggle with that, then why not try the Mindfulness Keynote on Friday?

Run Forest Run! Whether you’re a runner, or a walker… or maybe a hopper or a skipper, you will have the time to exercise at DF15. If you want to make the time, that is. San Francisco is a truly fabulous city and you’ll want to take advantage of its early morning bustle. The sessions don’t start til mid-morning, so get up early, have a good run/walk/hop/skip/jump, release that serotonin, clear your head, get a hearty breakfast and start your day off right. Salesforce’s Matt Wesson, lists some great running routes here.

Give: freely transfer the possession of (something) to (someone)

Whilst the parties and schwag are cool beans, the work the Salesforce Foundation does is incredibly inspiring.

Last year the focus of #DFGives was to donate over 1 million meals to the hungry. They ended up being able to donate over 3 million! This year, the goal is to donate 1 million books to schools and libraries around the world. You can bring a book to Dreamforce (focusing on grades K-12), or donate online.

Whilst altruism is admirable, you can also get something back for your donations… The Concert for UCSF Benioff Children’s Hospitals is on September 17 at Pier 70 and promises an evening of joyous entertainment with performances from the Foo(d) Fighters, Gary Clark Jr, will.i.am and MC Hammer (get out those baggy Hammer pants y’all). Tickets can be purchased here.

What’s even more awesome, is you can see where the funds are going, as on Thursday, there’s a tour of UCSF Mission Bay – the biotech capital of the world – which is the home to the all-new UCSF Benioff Children’s Hospital. Sign up for tickets here.

There’s a new giving theme for each day of Dreamforce, and multiple events you can attend, observe or donate your time to. And don’t forget to do your bit for the environment and follow these handy tips on going green at Dreamforce (Kermit jokes aside).

The final countdown.

  1. Worried about networking? Firstly, check out my article on Expressions of Awesomeness and remember:
    • Every conversation is a possibility of something fabulous (maybe they know Kermit…?);
    • Give more than you take – leave some energy and space for them, as well as for you;
    • If you’re on your own and there’s someone less than 3 feet from you, then start a conversation;
    • Put yer bloomin’ phone away!!
  1. Still can’t get a last minute Dreamforce ticket justified to your boss? Get onto the ROI Calculator and Letter. There’s no chance of a ‘no’ after showing them this….
  2. Be clear about what you want to achieve and the steps to achieve it;
  3. Plan, plan, plan, then forget about it and go with the flow;
  4. Learn the campus and look for people in blue for help;
  5. Forgive me for too many Kermit references.

Hopefully, this will help you keep the inanition, indisposition and enervation at bay and bask in the inspiration, imagination and innovation that will be Dreamforce 2015.

~Henrietta and the team at CloudMyBiz

App of the Week – Chat your Tweet in Salesforce with a simple hashtag

App of the Week – Chat your Tweet in Salesforce with a simple hashtag

Social media is a fantastic tool for meeting new people, staying in touch, and keeping clients and colleagues happy and in the loop. If you’re a social media junkie like me, you use your Chatter like you use your Twitter, and sometimes you want to Chat the same thing you just Tweeted, and that’s just annoying. You can use Hootsuite and other apps to post stuff to Facebook, Twitter, LinkedIn, and more all at once, but what if you want to include Chatter in the mix? Well, I have good news for you! Chatting your Tweets is just a #ch away with multiplex.io!

Multiplex.io allows you to easily publish your tweets to Chatter. In a few clicks you can pair up your Twitter account to your Salesforce Chatter and after that every time you tweets include #ch they will be posted to your chatter feed.

Check out multiplex.io today. It’s free and will start saving you time immediately!

Tip of the Week – Quick trick to supercharge Salesforce Chatter

Tip of the Week – Quick trick to supercharge Salesforce Chatter

Chatter

If you haven’t started using Salesforce Chatter, there’s no better time to start than now. And if you’re an old hand at it, you know that Chatter is your hub for collaboration, and over the last several releases, it has grown to so much more, with powerful attachment capabilities, announcements, organization tools, and the list goes on. We’ve shared with you guidelines on best practices for using Chatter and social media tricks to help you get started. We even utilize Chatter ourselves to help bring you better tips each week. But like Facebook and Twitter, being fully engaged in Chatter can be time consuming, and without focus, you can easily miss important updates. But if you’re getting Chatter email notifications, you can supercharge your Salesforce Chatter experience right from your inbox!

This week’s tip is super simple and a surprisingly successful win for our team. Ask your admin to allow email replies to Chatter, and suddenly your inbox will serve as a second home for your Chatter collaboration. Any email you receive from reply@chatter.salesforce.com can now be used as a tool for interacting with your team. Reply to a post, comment, or message to send your response straight from your inbox. Reply with just the words bookmark, like, unlike, follow, or unfollow and that action will be taken care of for you without ever having to log into Salesforce. For more tricks and information on limits, check out the specs here. And enjoy your new, easy Chatter experience!

-Jared and the Salesforce Guys