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Share insights from Cronycle to Salesforce chatter

How to share insights with Salesforce

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This tutorial describes how you can share insights from your secondary research in Cronycle to Salesforce Chatter groups. This is a great way to make sure you build mindshare and facilitate timely sharing of information between marketing, sales, and other teams regarding important developments in your markets, news about your competitors, and so much more.

Set up the email service in Salesforce

The email receiving service in Salesforce Chatter is turned off by default at the organization level. So if you (or your IT team) haven’t done so before, your first step is be to enable “allow posts via email.” To do so, follow these steps (taken from the original setup tutorial from Salesforce):

1- Navigate to Setup
2- On the Quick Find box, enter Email Settings
3- Click Email Settings on the results
4- Select Allow Emails to allow users to post to groups using email
5- Click Save.

Activating this feature adds a ‘Post by Email’ link on the left navigation panel in all Chatter groups. This link contains an automatically generated email service address that is unique for every Chatter group in the org. Users can send email messages to this address to create Chatter posts.

Troubleshooting

The email receiving service is restrictive in Salesforce to avoid spam. First, remember that only users can post to groups by sending emails from the email address associated with their Salesforce account. Second, the sender’s email must match only one user email address within the Chatter group. Third, your IT may need to do some modification on the Sender Policy Framework (framework to reduce spam). Find more information about these cases in the Salesforce tutorial.

Get your insights ready in Cronycle

Now, start to collect insights in Cronycle to share to Salesforce. While feeds help you discover and filter information, a board is where you save gems – the best articles, tweets, notes, and more.

Once you have saved something on a board, you have options to add a summary to each piece of content, group items together, and do other actions to make sense of information. This is where insights come in. Many of our users add good quotes or their own conclusions to the summary. This text field is shared across all the publishing options and when sharing via email – the option to share insights to Salesforce Chatter.

prepare insights to share to Salesforce - article with a summary
Before you share via email, try to add a summary on the board tile

You can also add #tags in your summary: they will automatically convert into Salesforce topics on the resulting post in Chatter.

Share the insights via email to a Salesforce Chatter group

Time for a test run! On your Cronycle board, from the tile or from the reader, click on the share icon and select “Email.” You’ll see a window open of your usual email client (Outlook, Gmail, Mail, etc.); make sure that this is from your address associated with your Salesforce user account.

The window loads a draft email containing the summary and link. Now, add the recipient address corresponding to the Salesforce Chatter group you want to share insights to (see above). Don’t worry about the title or rich text formatting: the Salesforce post ignores it. Before sending the email, delete custom signatures and any extra text that you don’t want posted to Chatter. You’ll find more informations (and any relevant update) from the Salesforce tutorial to send emails to Chatter groups.

share insights from Cronycle to Salesforce - the email draft
Draft email, ready to send

Troubleshooting

If you do not see the draft email loading in a window, it probably means that you are not using your computer’s default email client (usually Outlook and Apple Mail). In that case, set up “mailto:” links to open from your other email client. If you are using another local client, make it your default. If you are using a browser based service such as Gmail in Chrome, check this guide for Windows and this one for Mac.

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