A brief tutorial on Chatter Profiles, ways to leverage Collaboration using Chatter Profiles and methods to manage Chatter Profiles

1. A Business Directory Inside Your
Salesforce Organization : Chatter Profiles
A brief tutorial on Chatter Profiles and Chatter Profile
Management

2. Presentation Flow
1) Introduction
2) Chatter Profile – Your Identity In Your Organization
3) The Need For Profiles
4) Leveraging Profiles Feature To Gain Efficiency In Collaboration
5) Managing Chatter Profiles
6) What Is Profile Management ?
7) Capabilities Of Profile Management (Compliance Solution)
8) A Concluding Note
9) Join Our Journey To The Centre Of Governance
10) Thank You !!!

3. Introduction

4. Introduction
Chatter provides an array of Collaboration features and capabilities to any
application built on the Force.com platform.
These Collaboration features include real-time Feed Updates, User Profiles,
and Feeds that allow Users to see changes that are important to them.
For a Developer, this Social Platform opens up endless possibilities for
Customization.
Particularly in this excerpt, we will focus on the “Profiles” feature and also have a
look at ways of Profile Management as an important part of Chatter Governance.

5. Chatter Profile – Your Identity In Your
Organization

6. The Profiles feature in Salesforce Chatter enables you to create a Profile
for yourself so that everybody in your Company knows about you and
your area of expertise.
With this feature you can,
 Upload a Profile Picture to help your coworkers put a face to a name.
 Fill up your Contact Information to make easy to look up phone
numbers and email addresses for everyone in your Company.

7. Create the “About me” section to introduce yourself to your Company.
You can also include your Department, your areas of expertise, an
overview of your job, and other professional details like past work
experience.

8. The Need For “Profiles”

9. The Need For “Profiles”
• Profiles help you in knowing your Colleagues and sharing Expertise.
• In an Organization with many Employees, you may not always know
everyone.
• Profiles are a space to showcase who you are to the rest of your
Company.
• Profiles is like a Business Directory for your Company inside Chatter.

11. Leveraging “Profiles” feature to gain
efficiency in Collaboration

12.  “Profiles” feature helps in bridging the gap between different
sections across the Enterprise.
 Let’s see how “Profiles” can be used to boost various
Processes.
Leveraging “Profiles” feature to gain efficiency in
Collaboration

13.  Say for instance you are supposed to give a Product presentation to a
specific Client. You can quickly browse through the Profiles section
and search for the Executive from Research & Development team and
co-ordinate with him, get the Technical details and give a brilliant
Presentation.
Find a Competitive Expert

14.  Chatter Profiles give easy access to the newly Employed about his/her
Seniors or Peers across all Departments. As obvious, Chatter Profiles
are a sure shot way to connect with the right people at the right time
in your Organization.
On board new Employees
What more, Profiles feature is available complimentary with Salesforce
Chatter, Chatter Pulse Edition and across all Salesforce Platforms like
Sales Cloud, Service Cloud and Force.com

15. Managing Chatter Profiles

16.  While we have already learned about the benefits of Profiles, we must
also learn to Manage and Govern it’s functionality.
 Out of the four Chatter Compliance Categories ( User Management,
Data Management, Conversation Management and Monitor &
Analyze), Profile Management falls under the category, User
Management.
 Also, there are Native Chatter Standard Features which Support
Compliance Configurations

17. Native Chatter Standard Features which Support Compliance
Configurations
Category Feature Create Modify Delete
Chatter
Profile
About Me Owner/Admin Owner/Admin Owner/Admin
Email
Preferences
Owner/Admin Owner/Admin Owner/Admin
Profile Picture Owner/Admin Owner/Admin Owner/Admin

18. What is Profile Management ?

19.  It is the ability to establish various Profiles within the
Organization that determine Access to different system
Objects, Records within those Objects and the actions they
can perform with those Objects.
 These Profile definitions carry over to Chatter in terms
of Access and Usability privileges.
 The feature associated with Profile Management is Profile &
Role Hierarchy.
What is Profile Management ?

20. Capabilities of Profile Management
(Compliance Solution)

21.  Establish Profile Types
 Create Profile Object Access
 Define Object Access Permissions
 Assign Roles to Profiles
 Create Data Access Restrictions via Roles & Role Hierarchy
 Extend or Restrict Data Access via sharing Roles, Groups and
Role Hierarchy
 Native Record Access (& by default record access / following
within chatter) is controlled by these salesforce.com standard
Profile & Role administration capabilities
Capabilities of Profile Management
(Compliance Solution)

22. On A Concluding Note

23.  Our global teams are leveraging various Chatter features to
attain maximum Productivity. In addition, we have come up
with an efficient way to Govern Chatter with our
product “Secure Chatter”.
 As the name suggests, Collaboration within Chatter remains
cent percent “Secure” with this innovative product based
on Governance as a Service platform.
On A Concluding Note

24. Join Our Journey To The Centre Of
Governance

25. 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.
Visit our appexchange listing for more details.
http://bit.ly/confidentg
http://bit.ly/SocialGRC
http://bit.ly/SecureChatter

26. Follow us on Twitter
Like us on Facebook
Visit us at
@confidentgovern , @bbhagat , @EnCrispGRC
/ConfidentGovernance, /EnCrisp
www.confidentgovernance.com, www.encrisp.com