Red Social Empresarial

El sistema para PyMEs que se adapta totalmente a la medida de los procesos de tu empresa

Corre totalmente en la nube, y puede ser accedido desde cualquier dispositivo conectado a Internet (incluyendo teléfonos y tablets)

Like or Comment on a Post

Your feedback is valuable to your teammates. Comment on a post or like something in a feed to show your support for the message. This is also a great way to get updates on an item, because when you comment or like something, you receive email notifications if others comment on that post.

Mention People and Groups in Posts and Comments

Mentioning people or a group in a post is a great way to keep them informed when you’re discussing something relevant to them.

When writing a post or comment in Salesforce1, type the @ symbol, followed by the first few letters of the person’s or group’s name to see the five best matches, then tap the person’s or group’s name in the list. To see more matches or search for a person or group, tap.

Introduction to Chatter

Chatter is a Salesforce collaboration application that connects, engages, and motivates everyone to work efficiently across the org, regardless of role or location. Chatter promotes collaboration on sales opportunities, service cases, campaigns, and projects with embedded apps and custom actions.

At Salesforce, departments and functional teams have groups in Chatter. Groups provide real-time updates and help with sharing information across the org without sending out email blasts. Each group has members who share a common interest—anything from product-related groups in sales and marketing, to internal training, human resources, and facilities. One of the key benefits of groups is that they provide access to subject matter experts across the company. Instead of sending an email to the entire company, people post a question on their profile or the wall of a relevant group. People following the person or the group see the question in their feed and answer in a comment. Chatter also is a great tool for onboarding new hires. When new hires join Chatter, they immediately get access to all the historical and tribal knowledge across the company.

In addition to following people and groups, Chatter lets you follow records, like documents or tasks—so handy for file collaboration. For example, people can follow a file or work record and get notified whenever it changes. All Chatter users can configure their notifications settings for posts, groups, and records, and control the number of notifications they receive.

Chatter’s advanced search engine lets people search and find files, people, groups, teams, work records, and other information. Over time, Chatter becomes your company's corporate memory. It’s searchable and accessible anywhere, anytime. It connects people across departments and geographies.

Wait! Did we mention that Chatter’s fun? It gets people talking, and makes them feel connected, empowered, and recognized.

Introduction to Groups

Groups are the main collaboration space in Chatter where people share information, post updates, and ask questions.Salesforce provides various group types for different purposes and audiences.

Public groups: Public groups are visible and open to all employees. Anyone in the company can join a public group, post and comment, and add files.Private groups: Private groups are members-only. People must request to join a private group. Only the members of the group can post and comment and add files. Nonmembers can see the group’s picture and description but not the group feed or files. Groups with customers are private or unlisted groups that allow external users, like customers, to be members. The group owner or manager must invite external users to join.Unlisted groups: Unlisted groups are invitation-only and don’t show up in list views and search results. An unlisted group is hidden from everyone except the members of the group. Only the group’s owner or manager can invite people to join an unlisted group.

Group Examples

When you set up Chatter for your company, seed it with groups around common interests and functional teams. These can be anything from product-related groups in research and development, sales, and marketing, to internal training, human resources, and facilities. Chatter groups reduce email, make collaboration easier, take project management to another level, and are a great way for teams to keep up. Here are some groups that have been successful at other companies. Remember, groups can be either public for every employee or private for select people.

All Company (public)

Add all employees to this group to discuss company-wide topics and make announcements.

My Team (private)

Add team members to this group to discuss projects you’re working on, give feedback, and share presentations, spreadsheets, and documents.

Competitive (public)

Connect customer-facing employees with competitive and product experts in your company to crowdsource answers and beat the competition.

Product Feedback (public)

Sales and customer service teams can provide client feedback directly to R&D and engineering.Marketing (private)Share concepts for creative campaigns, event details, and marketing ideas with the whole team.

Sales (public)

Sales employees can share stories, best practices, and tips for winning, and get feedback on deals.

Customer Meetings

Create groups where all the key players on a deal can collaborate more easily on presentations, agendas, and products. For example, start a group for a customer visit called “Acme July Meeting” and invite sales, technical specialists, marketing, support, and engineering to align everyone.

Records in Chatter Groups

Seed groups with relevant records and show your users how to do it. Here are some ideas about using Chatter groups as a collaboration space for records.

  • A sales team working together on an account can track the related opportunities, contacts, and leads in one group. Team members with permissions can access records directly from the group. New team members can use the group as a one-stop reference to familiarize themselves with historical discussions about the account and its child records.
  • Customer service teams can use groups to track the cases they handle. The group can become the team’s forum to monitor cases, discuss solutions, and analyze trends in common problem areas.
  • Marketing teams can use groups to track their campaigns, plan events, and discuss the potential leads and contacts to invite for the event. Groups also make for a great space to collaborate on marketing content or campaign artifacts.

Introduction to Feed Tracking

Feed tracking in Salesforce highlights changes to records by automatically posting them to a follower’s feed.Your users decide which objects and fields they want to track with a simple point-and-click interface, and voila! The changes begin showing up in their feed. Feed tracking has many uses, but one of the most powerful is perhaps the visibility provided when you're on the go and using the Salesforce1 Mobile App. Feed tracking makes it easy to see what's changing anytime, anywhere.

You can track fields on the user, group, custom and external objects, and the following standard objects: account, article type, asset, campaign, case, contact, contract, dashboard, event, lead, opportunity, product, report, solution, and task.

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