Enabling Mingel Social Collaboration and Social Profiles

Enable Mingel Social Collaboration to allow users to use Social Collaboration features in the portal. Social Collaboration must be enabled at three levels: for the portal, for Security Roles, and for Magentrix Entities.

Requirements

To enable Social Collaboration, users must be assigned a security role with the following permissions:

Administrator System Role

Social Collaboration Notification

The Mingel Social Collaboration module allows users to receive notifications about activities on Document Library Files, other records and user activity. Users will receive email and Home Newsfeed notifications.

The following is a list of notification triggers that will cause you to receive a notification:

• When a user posts on your Social Profile wall.
• When a user posts on a Document Library File or record you follow or own.
• When a user comments on your post.
• When a user mentions you in a post.
• When a user comments on a post you liked.
• When a user participates in polls you created or voted in.

To Enable Social Collaboration for the Portal

1. In the Setup Home page, click Manage > Company Preferences.
2. Click Edit.
3. Select the Collaboration tab.
4. Check Social Profile.
5. Check Enable Social Collaboration.
6. Check Allow Emails to allow users to receive personal collaboration email notifications.
7. Check Include Address in Email Footer to include your company's address in collaboration email footers for anti-spam compliance.
8. Click Save.

Social Collaboration Portal Settings

Enable Social Collaboration: Activates the Social Collaboration module functionality across your portal. When enabled, users can engage in social interactions, content sharing, and collaborative activities throughout the platform based on their Security Role permissions.

Social Profile: Enables users to create and customize their Social Profiles with personal information, profile pictures, cover photos, and privacy settings.

Allow Emails: Controls whether users receive email notifications for social collaboration activities. Individual users can customize their own email notification preferences within their personal settings. Communication types include notifications for mentions, comments, shared content, polls, and other collaborative interactions.

Include Address in Email Footer: Ensures email communications comply with anti-spam regulations and legal requirements. The company address from Company Information settings is automatically included in email footers when enabled.

To Enable Social Collaboration for Security Roles

1. In the Setup Home page, click Security > Security Roles.
2. Click the Security Role for which you want to enable Social Collaboration.
3. Click Edit.
4. Select the Tab Settings tab.
5. Set Home to On or Hidden.
6. Select the Additional Settings tab.
7. Check Social Collaboration.
8. Configure additional social collaboration settings as needed:
   • Enable Direct Messages: Allow private messaging between users (Warning: This setting cannot be disabled once enabled)
   • Feed/Comment Edit Permission: Control whether users can edit feed comments and time limits
9. If you want users with this Security Role to be tracked by the Social Collaboration Statistics, check Track Record Views.
10. Click Save & Close.

Security Role Social Collaboration Settings

Social Collaboration: Enable access to Social Collaboration module features including posts, comments, following, activity feeds, and social profiles.

Enable Direct Messages: Allow private messaging between users. This setting provides enhanced communication capabilities but cannot be disabled once enabled.

Feed/Comment Edit Permission: Control whether users can edit their own feed comments and posts, including time limits for editing capabilities.

Track Record Views: Monitor user activity and engagement patterns for social collaboration analytics and compliance reporting.

To Enable Social Collaboration for Magentrix Entities

1. In the Setup Home page, click Create > Entities.
2. Click the Entity for which you want to enable Social Collaboration.
3. Click Edit.
4. Check Track Feeds.
5. Click Save.

Entity Feed Tracking

Track Feeds: Enables social collaboration features for specific entities including following capabilities, comment systems, activity tracking, and integration with user activity feeds. When enabled, users can follow entity records, comment on them, and receive notifications about related activities.

To Enable Social Collaboration for Salesforce Objects

1. In the Setup Home page, click Extend > Salesforce.
2. Click the Object for which you want to enable Social Collaboration.
3. Click Edit.
4. Check Track Feeds.
5. Click Save.

Salesforce Object Integration

Track Feeds: Extends social collaboration capabilities to Salesforce objects, enabling users to follow, comment on, and receive notifications about Salesforce records integrated with the Magentrix platform.

Implementation Strategy and Best Practices

Gradual Rollout Approach

Phase 1: Enable Social Collaboration for internal Employee users first to establish community guidelines and test functionality with trusted user base.

Phase 2: Extend to trusted Partner users with established relationships, monitoring engagement and refining moderation procedures.

Phase 3: Include Customer users based on community engagement goals and organizational readiness for broader collaboration.

Monitoring: Track usage and engagement at each phase to optimize settings and identify training needs.

User Training and Communication

Feature Introduction: Communicate Social Collaboration capabilities to users through training materials, announcements, and help resources that explain new functionality and professional collaboration expectations.

Best Practices: Provide guidance on professional collaboration including appropriate content sharing, comment etiquette, audience selection, and community guidelines that maintain organizational standards.

Support Resources: Establish help resources including documentation, training videos, and support contacts for social collaboration features and troubleshooting assistance.

Security and Moderation Considerations

Content Moderation: Establish clear guidelines for appropriate social collaboration behavior including professional communication standards, content appropriateness, and escalation procedures for inappropriate use.

Privacy and Access Control: Configure privacy settings and access controls that align with organizational security policies while enabling effective collaboration and knowledge sharing.

Monitoring Procedures: Plan for monitoring and moderating user-generated content and interactions to maintain community standards and address potential issues proactively.

Common Use Cases

Organizational Communication Enhancement

Internal Collaboration: Enable Employee users to share knowledge, collaborate on projects, and build professional networks through social profiles, activity feeds, and following relationships.

Partner Engagement: Extend collaboration capabilities to Partner users for project coordination, resource sharing, and relationship building that supports business partnership objectives.

Customer Community: Include Customer users in collaboration activities to support customer engagement, feedback collection, and community building initiatives.

Knowledge Management and Sharing

Expertise Discovery: Use social profiles and activity feeds to identify subject matter experts, track contributions, and facilitate knowledge transfer across organizational boundaries.

Content Curation: Enable users to star important content, follow relevant discussions, and organize collaborative information that supports ongoing learning and reference needs.

Community Learning: Foster peer-to-peer learning through comment discussions, post sharing, and collaborative engagement that benefits professional development and organizational knowledge.

Troubleshooting Tips

Common Configuration Issues

Social Collaboration Not Available: Verify that Social Collaboration is enabled at all three levels: Company Preferences, Security Role permissions, and Entity Track Feeds settings.

User Cannot Access Social Features: Check that the user's Security Role has Social Collaboration enabled in Additional Settings and that appropriate Tab Settings provide access to Home and other relevant tabs.

Notifications Not Working: Ensure that "Allow Emails" is enabled in Company Preferences > Collaboration settings and that users have configured their personal notification preferences appropriately.

Entity Following Not Available: Verify that Track Feeds is enabled for the specific entity or Salesforce object that users need to follow and comment on.

Performance and Optimization

System Performance: Monitor system performance impact of social collaboration features, especially during initial rollout phases when user adoption may be highest.

Storage Considerations: Plan for increased storage usage from user-generated content including profile photos, file attachments, and collaborative content creation.

User Adoption: Track engagement metrics and user adoption patterns to optimize configuration settings, training programs, and feature rollout strategies.

Jump to Social Collaboration Checklist

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