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The Secrets of Success
Why 2 million users love the Success Community, and how you can ‘hack’ it
Chris Edwards
Solution Architect
Salesforce MVP
@Chris_SFDC
Chris Edwards
Solution Architect @ Mavens
MVP and User Group Leader
Blogger @ www.SalesforceWeek.ly
An Introduction to the Success Community
- Find help, ask questions, make suggestions and collaborate
-- Help & Training
-- Answers
-- Collaboration
-- IdeaExchange
-- User Groups
-- Known Issues
- Community: authentic and quick interaction with other users
- #Success2M …but are you getting the most out of it?
Two million users can’t be wrong – but what do they use it for?
on success.salesforce.com
or the Salesforce Events app
Answers
WHAT IT IS
- Forum for clicks questions, with answers from the community
HOW TO USE IT
- Search first, volume of questions is huge and growing
- Give details (not just ‘data import is erroring’) and screenshots
- Provide context: edition, object relationships, steps taken
- Be appreciative: listen, know it’s a community, mark Best Answer
THE SECRET
- You’ll learn more by answering than by asking!
Tap into the community’s hive mind to solve problems
Collaboration
WHAT IT IS
- Chatter: profiles, feeds and groups (bit.ly/SF-featured-groups)
HOW TO USE IT
- More free-form than Answers: discuss opinions, best practices
- Share files, links, polls and thanks
- Configure your group email settings
- Mention groups & share posts rather than posting multiple times
THE SECRET
- The home of the lesser-spotted Product Manager!
Alright stop, collaborate and listen!
IdeaExchange
WHAT IT IS
- Community suggestions box: post ideas, vote and comment
HOW TO USE IT
- Search twice, post once!
- Ideas reaching 2,500 points are guaranteed a PM response
- Review Statuses: Under Consideration, Considered for Future...
- …On Roadmap, Pilot/Beta, Coming in Next Release
THE SECRET
- Salesforce want your votes, for more reasons than you think!
Vote early, vote often!
Known Issues
WHAT IT IS
- Log of all issues known to be affecting Salesforce customers
HOW TO USE IT
- Summary, steps to reproduce, and workarounds
- Product Management updates, and Reported By metrics
- Status: In Review, Scheduled, Release in Progress, Fixed
- Click ‘This Issue Affects Me’ to be notified when resolved
THE SECRET
- Be proactive using IFTTT alerts: bit.ly/SF-known-issues
Bugs, death and taxes… but knowledge is power
User Groups
WHAT IT IS
- Regular customer-organised meetups (bit.ly/SF-user-groups)
HOW TO USE IT
- Join one (or more!) of nearly 250 groups across the world
- Business, developer, admin, vertical, non-profit, women in tech
- Learn new skills and features to enhance your org and grow
- But also share ideas, network to advance your career & have fun
THE SECRET
- You get out what you put in. Have your say & volunteer!
Continue the discussion… in real life!
Summary
- The Success Community is there for you: so use it!
- Be proud to be a member of a 2 million strong community…
- But stand out from the crowd by knowing the hacks:
-- Be thorough and considerate when using Answers
-- Join the discussion and ‘doorstep’ PMs in Collaboration
-- Throw your voting weight around on the IdeaExchange
-- Use Known Issues to your advantage by being proactive
-- Find your local user group to keep collaborating offline
-- Participate and give back wherever you can
- Be a good community member, and an informed one!
Join the crowd, but stand out!
Upcoming Chicago Community Events
Presented by Salesforce Community Leaders
Midwest Dreamin’
July 21st & 22nd at Navy Pier
Call for Presenters is OPEN! Closes 4/1/16
Sponsorship Opportunities Available, spaces are limited!
To learn more go to: MidwestDreamin.com or @Midwest_Dreamin
Trailhead on the Road
May 7 – 9 am to 2 pm
Illinois Technology Association
20 N. Upper Wacker Dr. #1200
Registration Opens SOON!
Free to attend, space is limited
thank y u

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The Secret of Success by Chris Edwards

  • 1. The Secrets of Success Why 2 million users love the Success Community, and how you can ‘hack’ it Chris Edwards Solution Architect Salesforce MVP @Chris_SFDC
  • 2. Chris Edwards Solution Architect @ Mavens MVP and User Group Leader Blogger @ www.SalesforceWeek.ly
  • 3. An Introduction to the Success Community - Find help, ask questions, make suggestions and collaborate -- Help & Training -- Answers -- Collaboration -- IdeaExchange -- User Groups -- Known Issues - Community: authentic and quick interaction with other users - #Success2M …but are you getting the most out of it? Two million users can’t be wrong – but what do they use it for? on success.salesforce.com or the Salesforce Events app
  • 4. Answers WHAT IT IS - Forum for clicks questions, with answers from the community HOW TO USE IT - Search first, volume of questions is huge and growing - Give details (not just ‘data import is erroring’) and screenshots - Provide context: edition, object relationships, steps taken - Be appreciative: listen, know it’s a community, mark Best Answer THE SECRET - You’ll learn more by answering than by asking! Tap into the community’s hive mind to solve problems
  • 5. Collaboration WHAT IT IS - Chatter: profiles, feeds and groups (bit.ly/SF-featured-groups) HOW TO USE IT - More free-form than Answers: discuss opinions, best practices - Share files, links, polls and thanks - Configure your group email settings - Mention groups & share posts rather than posting multiple times THE SECRET - The home of the lesser-spotted Product Manager! Alright stop, collaborate and listen!
  • 6. IdeaExchange WHAT IT IS - Community suggestions box: post ideas, vote and comment HOW TO USE IT - Search twice, post once! - Ideas reaching 2,500 points are guaranteed a PM response - Review Statuses: Under Consideration, Considered for Future... - …On Roadmap, Pilot/Beta, Coming in Next Release THE SECRET - Salesforce want your votes, for more reasons than you think! Vote early, vote often!
  • 7. Known Issues WHAT IT IS - Log of all issues known to be affecting Salesforce customers HOW TO USE IT - Summary, steps to reproduce, and workarounds - Product Management updates, and Reported By metrics - Status: In Review, Scheduled, Release in Progress, Fixed - Click ‘This Issue Affects Me’ to be notified when resolved THE SECRET - Be proactive using IFTTT alerts: bit.ly/SF-known-issues Bugs, death and taxes… but knowledge is power
  • 8. User Groups WHAT IT IS - Regular customer-organised meetups (bit.ly/SF-user-groups) HOW TO USE IT - Join one (or more!) of nearly 250 groups across the world - Business, developer, admin, vertical, non-profit, women in tech - Learn new skills and features to enhance your org and grow - But also share ideas, network to advance your career & have fun THE SECRET - You get out what you put in. Have your say & volunteer! Continue the discussion… in real life!
  • 9. Summary - The Success Community is there for you: so use it! - Be proud to be a member of a 2 million strong community… - But stand out from the crowd by knowing the hacks: -- Be thorough and considerate when using Answers -- Join the discussion and ‘doorstep’ PMs in Collaboration -- Throw your voting weight around on the IdeaExchange -- Use Known Issues to your advantage by being proactive -- Find your local user group to keep collaborating offline -- Participate and give back wherever you can - Be a good community member, and an informed one! Join the crowd, but stand out!
  • 10. Upcoming Chicago Community Events Presented by Salesforce Community Leaders Midwest Dreamin’ July 21st & 22nd at Navy Pier Call for Presenters is OPEN! Closes 4/1/16 Sponsorship Opportunities Available, spaces are limited! To learn more go to: MidwestDreamin.com or @Midwest_Dreamin Trailhead on the Road May 7 – 9 am to 2 pm Illinois Technology Association 20 N. Upper Wacker Dr. #1200 Registration Opens SOON! Free to attend, space is limited