An introduction to Chatter Feeds and ways to Manage/Govern

Chatter Feeds

Presentation Flow

1) Introduction

2) Salesforce Chatter Feeds Overview

3) How Chatter Feeds Leverage Your Business ?

4) Why Governance Of Chatter Is Important, You Ask ?

5) Chatter Governance Methods – A Glimpse

6) Certain In-built Tools In Chatter For Chatter Governance

7) Join Our Journey To The Centre OF Governance

8) Thank You !

Introduction

Introduction

In the previous post we saw the significance of Collaboration and Collaboration

tools in an Enterprise. We also saw the reasoning behind the Emerging popularity

of the Enterprise Collaboration Tool, Salesforce Chatter.

Moving on further in our Confident Now Series we will understand more about one

of the amazing feature called “Feeds” of Salesforce Chatter and also understand

some basic concepts of Chatter Governance.

Salesforce Chatter Feeds Overview

Salesforce Chatter Feeds Overview

Chatter Feeds is like

one big canvas of all

things in your network

that are pertinent to you

within your

Organization.

Characteristically you see

feed updates for

• Posts, comments, and

files on Chatter groups

you're a member of

• Shared files and links

• Tasks and events

• Converted leads

• Record field changes,

like changes to record

owner and closed

opportunities and cases

How Chatter Feeds Leverage

Your Business ?

How Chatter Feeds Leverage Your Business ?

Feeds is the most primary and necessary feature of Chatter. Let's look at the

many ways Feeds can be used to leverage your business

1) Progress Tracking and Updating

“Feeds” enables you to share and Update Progress in a team of any

magnitude, so even smallest teams can leverage from regular Progress

Updating.

2) De-cluttering your email inbox

Don't bombard your email inbox with long emails and large files, instead use the

Feeds feature to share posts, comments and files.

The Feeds section is stratified in following titles to give you the view which you

require at any given time

• What I Follow

• To Me

• Bookmarked

• All Company

3) Centralization of important data

As your feed displays all posts, comments and files relevant to you, you can have

all your important work at one place and you can view them as and when

required.

How Chatter Feeds Leverage Your Business ?

4) Previewing Files in Your Feed

With many common Business file types - like Microsoft Office documents,

unprotected PDFs, and many image files - you can preview the file right in your feed

before downloading it.

How Chatter Feeds Leverage Your Business ?

Why Governance Of Chatter Is Important,

You Ask ?

Why Governance Of Chatter Is Important ,

You Ask?

The many features of Chatter take Organizational Collaboration to a completely

new level. However, at this stage you must ensure that Collaboration takes place in

a Compliant and Secure platform.

Information Security and Chatter Etiquette is also of critical importance when it

comes to using a Collaboration Tool for Business Communication. So, we see that

governing the way Chatter is used in your Organization is almost vital.

Chatter Governance Methods

– A Glimpse

Being a Compliance Cloud Governance Company, we at Confident

Governance believe that Good Governance is Good Business.

There are several capabilities within Chatter (Native and 3rd party tools from

AppExchange) that are specially designed to support a variety of compliance

needs. These capabilities are

Chatter Governance Methods – A Glimpse

1. Chatter Compliance Package

Captures posts and comments automatically, regardless of whether they’ve been

deleted. You’ll be able to see file upload references and critical data associated with

feed activity (create date, created by, group, related records, URL, etc.).

2. Archive for Chatter

Archives the Chatter post to a custom SFDC object for retention and reporting. Sends

an email copy of the post to the journaling mailbox of your choice for long-term

retention in your existing archive.

3. Secure Monitoring

Governance for Chatter (license

required)

A Smart app designed by our

experts at Confident

Governance, to

Govern Chatter and make the

information Safe and Secure. It is

developed with the objective of

"Maximum Collaboration

Minimum Risk".

4. Chatter Delete Blocker

Allows administrator to

block Posts, Feeds and

Comments deletion.

Chatter Governance Methods – A Glimpse

5. Chatter Blacklist

Provides the ability to create a ‘blacklist’ of

Words, Phrases or custom expressions

which are prohibited on Chatter Posts and

Comments.

6. Force.com Custom Development

Certain In-built Tools In Chatter For Chatter

Governance

Feed tracking is available for Objects and Fields. You can configure Feed

Tracking for Users, Chatter Groups, Topics, Custom Objects, and the following

standard objects: Accounts, Article Types, Assets, Campaigns, Cases, Contacts,

Dashboards, Events, Leads, Opportunities, Products, Reports, Solutions, and Tasks.

There are certain Native Chatter Standard Features supporting Compliance

Configurations…

Native Chatter Standard Features Supporting Compliance Configurations

Certain in-built Tools in Chatter for Chatter

Governance

Category Feature Create Modify Delete

Chatter FeedPost/Status

UpdateOwner Owner/Admin Owner/Admin

Comment Owner Owner/Admin Owner/Admin

Like Owner Owner Owner

Post Sharing Owner Owner Owner

Join Our Journey To The Centre Of

Governance

Visit our appexchange listing for more details.

http://bit.ly/confidentg

http://bit.ly/SocialGRC

http://bit.ly/SecureChatter

With all of the Salesforce Chatter features, partner with us for CG Secure

Chatter which is a more Secure way to Collaborate within your Organization.

Follow us on Twitter

Like us on Facebook

Visit us at

@confidentgovern , @bbhagat , @EnCrispGRC

/ConfidentGovernance, /EnCrisp

www.confidentgovernance.com, www.encrisp.com

Join Our Journey To The Centre Of

Governance