Meetup 2.9.11 Presentation

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This is the presentation that I delivered for our first "On Top of The Cloud" Salesforce.com MeetUp

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Meetup 2.9.11 Presentation

  1. 1. “On Top of The Cloud”Salesforce.com MeetUp<br />Anthony Cessario<br />MeetUp Facilitator<br />
  2. 2. Agenda<br />Networking<br />Agenda<br />Intro to “On Top of The Cloud”<br />“Different” Kind of MeetUp<br />“Bug List” Exercise<br />Chatter <br />Automation<br />Case Study<br />Brainstorming Activity<br />Key Takeaways<br />Suggestions?<br />
  3. 3. “On Top of The Cloud” MeetUp<br />How Can We Make These Meetings Effective, Unique & Fun?<br />Blending Of Minds<br />Useful Feedback<br />Interaction<br />
  4. 4. Goals for the Group<br />Salesforce Mastermind<br />Blending of minds to take Salesforce to new places<br />Forum to Introduce New Products & Services around Salesforce.com<br />Creative, fun and rich environment <br />
  5. 5. “Bug” List Exercise<br />Quickly, Get in to groups of 5 or less<br />5 Minute Exercise<br />Write down as many things as possible that “Bug” you about MeetUps/Networking Events<br />Choose the top 3<br />
  6. 6. “On Top of The Cloud” MeetUp<br />We Like:<br /><ul><li>Stress Free Networking
  7. 7. Useful Content
  8. 8. Good Food/Drinks</li></ul>We Don’t Like:<br /><ul><li>Awkward Conversations
  9. 9. Being Sold/Selling
  10. 10. Useless Material</li></li></ul><li>Where Are We?<br /><ul><li>Networking
  11. 11. Agenda
  12. 12. Intro to “On Top of The Cloud”
  13. 13. “Different” Kind of MeetUp
  14. 14. “Bug List” Exercise
  15. 15. Chatter
  16. 16. Automation
  17. 17. Case Study
  18. 18. Brainstorming Activity
  19. 19. Key Takeaways
  20. 20. Suggestions?</li></li></ul><li>A very brief overview…<br />Salesforce Chatter is a revolutionary collaboration tool that creates a real time feed of data which can be customized to provide only the information individual users care about. <br />Chatter gives you the opportunity to follow employees, prospects, customers, accounts, cases, opportunities, documents and more!<br />But, like the debut of the Macintosh back in 1984, Chatter is still a bit shy on important features.<br />
  21. 21. Make Chatter More Useful with Automation<br />Problem:Chatter has a limit to how many items you can follow<br /><ul><li>Users are limited to 500 records
  22. 22. You can Check this on the “Profile” view</li></li></ul><li>Make Chatter More Useful with Automation<br />Solution: “Chatter Unfollow Rules” <br />Uses Apex code, only available in Professional Ed and above<br />Work with all Salesforce objects<br />These are global rules<br />
  23. 23. Make Chatter More Useful with Automation<br />Problem:Defining criteria for which cases & opportunities you want to follow in Chatter<br />
  24. 24. Make Chatter More Useful with Automation<br />Solution: “Cloud Swarm 2” <br />Set criteria to automatically follow opportunities and cases with certain criteria or in certain stages<br />Can choose which individual users the rules apply to<br />Rule criteria is quite extensive<br />
  25. 25. Do Impossible Things, As a Team<br />
  26. 26. Where Are We?<br /><ul><li>Networking
  27. 27. Agenda
  28. 28. Intro to “On Top of The Cloud”
  29. 29. “Different” Kind of MeetUp
  30. 30. “Bug List” Exercise
  31. 31. Chatter
  32. 32. Automation
  33. 33. Case Study
  34. 34. Brainstorming Activity
  35. 35. Key Takeaways
  36. 36. Suggestions?</li></li></ul><li>Brainstorming on Chatter<br />Keys to Effective Brainstorming:<br />Suspend all judgment<br />Good Ideas = Bad Ideas!<br />Respect and build off other’s opinions<br />Fluidity of Ideas<br />
  37. 37. Brainstorming on Chatter<br />Again, in your groups…<br />5 Minute Exercise<br />Write down 30 ideas for where Chatter can go (Remember, there are NO restrictions of any kind)<br />Identify the Best, Worst and Most “Out There” Ideas<br />
  38. 38. Where Are We?<br /><ul><li>Networking
  39. 39. Agenda
  40. 40. Intro to “On Top of The Cloud”
  41. 41. “Different” Kind of MeetUp
  42. 42. “Bug List” Exercise
  43. 43. Chatter
  44. 44. Automation
  45. 45. Case Study
  46. 46. Brainstorming Activity
  47. 47. Key Takeaways
  48. 48. Suggestions?</li></li></ul><li>Where Are We?<br /><ul><li>Networking
  49. 49. Agenda
  50. 50. Intro to “On Top of The Cloud”
  51. 51. “Different” Kind of MeetUp
  52. 52. “Bug List” Exercise
  53. 53. Chatter
  54. 54. Automation
  55. 55. Case Study
  56. 56. Brainstorming Activity
  57. 57. Key Takeaways
  58. 58. Suggestions?</li></li></ul><li>Thank You!<br />See you next month<br />

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