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
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