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An introduction to Salesforce Chatter and methods of Chatter 
Governance
Presentation Flow 
1) The Need For Collaboration 
2) An Introduction To Salesforce Chatter 
a) How different teams across the Organization benefit from Salesforce 
Chatter? 
b) Advantages of Chatter over other Communication mechanisms 
3) Chatter Governance – The right way to use Chatter 
a) Why Governance of Chatter is important ? 
4) About Secure Chatter 
5) Join Our Journey To The Centre Of Governance 
6) Thank You !
The Need For 
Collaboration
The Need For Collaboration 
As Companies aim to succeed and evolve in the fast paced Social Media driven 
world, Collaborating effectively with their internal and external stakeholders 
becomes the make or break difference between success and failure. 
The old paradigm for Collaboration that people need to be effective 
communicators to Collaborate internally has been replaced by the new state of 
affairs where Companies need to be Collaborating and Communicating outside 
the periphery of the Company. 
Since ages Business Community has a pre-conceived notion that only the Sales 
and Marketing teams need Communication tools to aid their Marketing Strategy. 
But it is high time Companies need to realize that Communication with and within 
other sections of the Organization, like the Project Implementation Team, Audit 
team, Governance team, etc... is also very significant. 
Corporate Communication has to be safe and Secure and at the same time it 
should also be accessible in real-time through any device.
An Introduction To 
Salesforce Chatter
An Introduction To Salesforce Chatter 
In this and related Confident Now Series we explore a phenomenal 
technology from our partner Salesforce.com called Chatter! 
Salesforce Chatter brings you a proficient and cost-effective 
approach to official Communication. 
Built on the Salesforce1 Platform, Chatter is the Enterprise Social 
Network that permits teams to take action and Collaborate like never 
before via any device, from any where and at any time.
How Different Teams Across The Organization 
Benefit From Salesforce Chatter 
There are many diverse teams functioning in an Organization and Collaboration 
within these highly dynamic teams is of utmost importance. 
• As an instance ,for IT Governance Team, it is imperative to convey the 
functionality and services parallel to the existing and predefined needs of the 
Organization in order to achieve it’s goal. Salesforce Chatter aids these 
dynamic IT Governance Teams to carry out their processes smoothly. 
• Moreover, in any Organization, Internal Auditors are given access to important 
Business Information and they have to navigate through these in a reliable way as 
they have to be concerned about the Safety and Security of the data. 
• Also, in the Contemporary Business Market,a GRC (Governance, Risk, 
Compliance) team is an important component of any successful Business. 
A GRC team has to Collaborate effectively and efficiently with the Senior 
Management on a regular basis and hence a competent Collaboration Tool 
proves to be a boon for them.
How Different Teams Across The Organization 
Benefit From Salesforce Chatter 
Salesforce Chatter is the answer for all the Communication needs of all the afore 
mentoined teams with it’s features like 
• Chatter Messenger 
• Chatter Profiles 
• Chatter Topics 
• Chatter Feeds 
• Chatter Group 
• Chatter Files 
• Chatter Desktop 
• Chatter Mobile 
and so on 
Our teams and experts at Confident Governance and EnCrisp ,across two 
continents and multiple offices, have achieved optimum results by 
leveraging Chatter.
Advantages Of Chatter Over Other 
Communication Mechanisms 
Chatter has an edge over other conventional Enterprise Communication 
Applications. 
• Chatter has an advantage of Security, Sharing Model, and Reliability 
of largest Cloud application platform in the world used by Salesforce.com 
• Collaboration occurs in a Business perspective. Users can Collaborate around 
explicit Business circumstances, as characterized in Salesforce CRM by 
Opportunities, Accounts, and Cases. 
• Chatter is developed on the Force.com platform, so Customers, Developers, 
and Partners can influence Feeds, Profiles, and Updates without any complex 
processes.
Chatter Governance – The right way to 
use Chatter
Why Governance Of Chatter Is Important ? 
It is now obvious that Salesforce Chatter gives great momentum to an Enterprise in 
it’s Strategry for profit and it is here to stay. 
But, unregulated use of Chatter can subject a regulated company to Compliance 
Risks related to the preservation and oversight of all messages entering and leaving 
the organization. Companies face the impending question of ‘how to archive, 
retrieve and then analyze information in the collaborative CRM?’ 
If Chatter is supplemented with a comprehensive Governance solution, it can aid 
the company keep hold of the following 
• File attachments on posts and comments 
• Website links on posts 
• Posts and messages between employees, partners and customers 
• Private messages 
• Polls associated with the posts 
• Shares
If you have finally come under the spell of all the Chatter features, but worried 
about Security, relax.As Chatter is built on the Force.com platform, it benefits 
from all Salesforce Security features. 
Additionally, we have designed a smart Governance Tool 
for Chatter called Secure Chatter, to ensure Information Safety in your 
Organization.
About Secure Chatter
Secure Monitoring Archiving and Trustworthy 
(SMART)Chatter 
SMART for Chatter is your Final stop to solve Regulatory Compliance and Secure 
Monitoring problems in Chatter. 
It is developed with the motto “Maximum Collaboration Minimum Risk”. 
With Secure Chatter you can 
• Secure Policy based Monitoring and Archiving to create Preventive and Detective 
controls around Chatter 
• Enforce Regulatory Compliance via Monitoring and Data Retention Policies for 
Groups, Individuals and selected Targets.
Secure Chatter contd… 
• Create multiple unique levels of Secure monitoring,Auditing and Archiving Data 
Retention Chatter Policies for Groups, Individuals and selected Targets. 
• Facilitate not only Archiving and Detective controls but full Preventive controls 
leveraging the unique SocialGRC platform. 
• Get detailed Audit and Archiving information using Secure Monitor keywords 
powered by Dashboard and Reports 
• Execute Preventive restricted Blocking of posts in Post Content, File Content, Link 
Url, File type and File extension 
• Get unique Business and Audit driven Compliance Dashboards and Reports
Secure Chatter contd… 
• Policy based Secure Monitoring allows specific Compliance and Security 
related keywords to be aggregated and used across the Policy Domains for 
control of Compliance and Proactive measures for Trustworthy Chatter. 
• The Audit and Archive trail not only facilitates view of monitoring the keywords 
but also tracking all posts which is present in Audit thus enabling e-discovery 
and Retention Compliance. 
See what our Customers have to say about Secure Chatter, here.
Join Our Journey To The Centre Of 
Governance 
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
Join Our Journey To The Centre Of 
Follow us on Twitter 
Governance 
@confidentgovern , @bbhagat , @EnCrispGRC 
Like us on Facebook 
/ConfidentGovernance, /EnCrisp 
Visit us at 
www.confidentgovernance.com, www.encrisp.com
Turbocharge Your Business Processes With Salesforce Chatter

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Turbocharge Your Business Processes With Salesforce Chatter

  • 1. An introduction to Salesforce Chatter and methods of Chatter Governance
  • 2. Presentation Flow 1) The Need For Collaboration 2) An Introduction To Salesforce Chatter a) How different teams across the Organization benefit from Salesforce Chatter? b) Advantages of Chatter over other Communication mechanisms 3) Chatter Governance – The right way to use Chatter a) Why Governance of Chatter is important ? 4) About Secure Chatter 5) Join Our Journey To The Centre Of Governance 6) Thank You !
  • 3. The Need For Collaboration
  • 4. The Need For Collaboration As Companies aim to succeed and evolve in the fast paced Social Media driven world, Collaborating effectively with their internal and external stakeholders becomes the make or break difference between success and failure. The old paradigm for Collaboration that people need to be effective communicators to Collaborate internally has been replaced by the new state of affairs where Companies need to be Collaborating and Communicating outside the periphery of the Company. Since ages Business Community has a pre-conceived notion that only the Sales and Marketing teams need Communication tools to aid their Marketing Strategy. But it is high time Companies need to realize that Communication with and within other sections of the Organization, like the Project Implementation Team, Audit team, Governance team, etc... is also very significant. Corporate Communication has to be safe and Secure and at the same time it should also be accessible in real-time through any device.
  • 5. An Introduction To Salesforce Chatter
  • 6. An Introduction To Salesforce Chatter In this and related Confident Now Series we explore a phenomenal technology from our partner Salesforce.com called Chatter! Salesforce Chatter brings you a proficient and cost-effective approach to official Communication. Built on the Salesforce1 Platform, Chatter is the Enterprise Social Network that permits teams to take action and Collaborate like never before via any device, from any where and at any time.
  • 7. How Different Teams Across The Organization Benefit From Salesforce Chatter There are many diverse teams functioning in an Organization and Collaboration within these highly dynamic teams is of utmost importance. • As an instance ,for IT Governance Team, it is imperative to convey the functionality and services parallel to the existing and predefined needs of the Organization in order to achieve it’s goal. Salesforce Chatter aids these dynamic IT Governance Teams to carry out their processes smoothly. • Moreover, in any Organization, Internal Auditors are given access to important Business Information and they have to navigate through these in a reliable way as they have to be concerned about the Safety and Security of the data. • Also, in the Contemporary Business Market,a GRC (Governance, Risk, Compliance) team is an important component of any successful Business. A GRC team has to Collaborate effectively and efficiently with the Senior Management on a regular basis and hence a competent Collaboration Tool proves to be a boon for them.
  • 8. How Different Teams Across The Organization Benefit From Salesforce Chatter Salesforce Chatter is the answer for all the Communication needs of all the afore mentoined teams with it’s features like • Chatter Messenger • Chatter Profiles • Chatter Topics • Chatter Feeds • Chatter Group • Chatter Files • Chatter Desktop • Chatter Mobile and so on Our teams and experts at Confident Governance and EnCrisp ,across two continents and multiple offices, have achieved optimum results by leveraging Chatter.
  • 9.
  • 10. Advantages Of Chatter Over Other Communication Mechanisms Chatter has an edge over other conventional Enterprise Communication Applications. • Chatter has an advantage of Security, Sharing Model, and Reliability of largest Cloud application platform in the world used by Salesforce.com • Collaboration occurs in a Business perspective. Users can Collaborate around explicit Business circumstances, as characterized in Salesforce CRM by Opportunities, Accounts, and Cases. • Chatter is developed on the Force.com platform, so Customers, Developers, and Partners can influence Feeds, Profiles, and Updates without any complex processes.
  • 11. Chatter Governance – The right way to use Chatter
  • 12. Why Governance Of Chatter Is Important ? It is now obvious that Salesforce Chatter gives great momentum to an Enterprise in it’s Strategry for profit and it is here to stay. But, unregulated use of Chatter can subject a regulated company to Compliance Risks related to the preservation and oversight of all messages entering and leaving the organization. Companies face the impending question of ‘how to archive, retrieve and then analyze information in the collaborative CRM?’ If Chatter is supplemented with a comprehensive Governance solution, it can aid the company keep hold of the following • File attachments on posts and comments • Website links on posts • Posts and messages between employees, partners and customers • Private messages • Polls associated with the posts • Shares
  • 13. If you have finally come under the spell of all the Chatter features, but worried about Security, relax.As Chatter is built on the Force.com platform, it benefits from all Salesforce Security features. Additionally, we have designed a smart Governance Tool for Chatter called Secure Chatter, to ensure Information Safety in your Organization.
  • 15. Secure Monitoring Archiving and Trustworthy (SMART)Chatter SMART for Chatter is your Final stop to solve Regulatory Compliance and Secure Monitoring problems in Chatter. It is developed with the motto “Maximum Collaboration Minimum Risk”. With Secure Chatter you can • Secure Policy based Monitoring and Archiving to create Preventive and Detective controls around Chatter • Enforce Regulatory Compliance via Monitoring and Data Retention Policies for Groups, Individuals and selected Targets.
  • 16. Secure Chatter contd… • Create multiple unique levels of Secure monitoring,Auditing and Archiving Data Retention Chatter Policies for Groups, Individuals and selected Targets. • Facilitate not only Archiving and Detective controls but full Preventive controls leveraging the unique SocialGRC platform. • Get detailed Audit and Archiving information using Secure Monitor keywords powered by Dashboard and Reports • Execute Preventive restricted Blocking of posts in Post Content, File Content, Link Url, File type and File extension • Get unique Business and Audit driven Compliance Dashboards and Reports
  • 17. Secure Chatter contd… • Policy based Secure Monitoring allows specific Compliance and Security related keywords to be aggregated and used across the Policy Domains for control of Compliance and Proactive measures for Trustworthy Chatter. • The Audit and Archive trail not only facilitates view of monitoring the keywords but also tracking all posts which is present in Audit thus enabling e-discovery and Retention Compliance. See what our Customers have to say about Secure Chatter, here.
  • 18. Join Our Journey To The Centre Of Governance 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
  • 19. Join Our Journey To The Centre Of Follow us on Twitter Governance @confidentgovern , @bbhagat , @EnCrispGRC Like us on Facebook /ConfidentGovernance, /EnCrisp Visit us at www.confidentgovernance.com, www.encrisp.com