Chatter Basic : Developing a Rollout Strategy

What are some best practices to promote a successful Chatter rollout and ongoing success?

Use cases that describe the business needs.

• Executive sponsorship.
• Videos and user guidelines.
• Pre-launch communication plan.
• All of the above.

What is NOT a step you should take to prepare for a profile-based rollout of Chatter?

• Contact Salesforce to have the feature enabled.
• Create a Chatter sharing rule.
• Review all profiles and permission sets.
• Determine which users need access.

When is the best time to turn on Chatter?

• First thing Monday morning, to get people’s attention.
• On the last sales day of the month, when it’s needed most.
• After hours, to minimize disruption.
• During the holidays, when no one is around.

It’s a good idea to meet with key business stakeholders to plan your Chatter rollout because:

• They can help you identify high priority use cases, and their support is important.
• They know the best way to administer Salesforce.
• They need a list of steps to turn on Chatter permissions for their teams.
• It’s not necessary to meet with them; adoption will occur naturally.

Trailhead :Developing a Rollout Strategy