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Index
Developing Applications with Salesforce Chatter
Table of Contents
Developing Applications with Salesforce Chatter
Credits
About the Authors
About the Reviewers
www.PacktPub.com
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Free Access for Packt account holders
Instant Updates on New Packt Books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
1. Introducing Salesforce Chatter
An overview of cloud computing
An overview of salesforce.com
Collaboration in the past
The future of collaboration – Salesforce Chatter
Salesforce Chatter
Few Chatter benefits
The Chatter data model
Chatter data model – user
Chatter data model – feed
Chatter data model – group
Maximizing your customer satisfaction
Improving your ROI
Summary
2. Configuring and Setting Up Chatter
Turning on Chatter
Configuring the Chatter tabs
Chatter license types
The Chatter Free license type
The Chatter External license type
The Chatter Only a.k.a. the Chatter Plus license type
Enabling Chatter invites
Adding Chatter users
If you are not an admin
If you are an admin
Manually creating Chatter users
Adding users through Data Loader
Improving your Chatter profile
The About Me section
Uploading a profile photo
Updating contact details
Be specific when deciding whom to follow
Additional features of Chatter
Updating your status
Posting comments
Adding links
Chatter Polls
Adding topics in your Chatter status updates
Making a topic your favorite
Bookmarking a post
Enabling feed tracking, creating groups, and following records
Enabling feed tracking
Follow records
Method 1
Method 2
Group creation
Creating groups
Joining a group
How to add members in groups
The Email Daily Digest setting
Managing files
Uploading a file
Deleting a file
Following a file
Version control for Chatter files
Sharing files with people
Sharing files with groups
Advantages of using Chatter files
Attaching files to a post or comment
Attaching files to a post
Attaching files to a comment
Other Chatter features
Chatter e-mail setting
Chatter Messenger
Enabling Chatter Messenger
Enabling Chatter Messenger for Visualforce pages
Installing Chatter Desktop and Chatter Mobile
Installing Chatter Desktop
Steps to install the Chatter Desktop application
Managing user sessions
Installing and configuring Chatter Mobile
Installing Chatter Mobile
Configuring the Chatter Mobile app
How to log in to the Chatter Mobile app
Revoking Chatter Mobile access
Chatter publisher actions
Enabling publisher actions
Creating global actions
Adding global actions to the page layout
Creating object-specific actions
Summary
3. An Introduction to Development with Chatter
Displaying a chat window on the Visualforce page
Enabling chat settings for all Visualforce pages
Enabling chat settings for a particular Visualforce page
Displaying a Chatter follower on the Visualforce Page
Displaying a list of followers without using the Chatter tag
Displaying a user's profile image
Displaying a list of followers for a user
Displaying news feed
Displaying feed with followers
Posting status from the Visualforce page
Entity feed and how to display it on the Visualforce page
Following a record/user from the Visualforce page
Automatically following a record after its creation
Automatically following a group
Applying filters on group creation
Applying filters on a Chatter post
Applying filters on comments on a Chatter post
Filtering a post for some records
Posting opportunity-closed details to a Chatter group
Creating a group that allows read-only access
Summary
4. Building the Chatter Application and Cleaning the Chatter Data
The mass follow and unfollow application
The Mass follow page
Developing an application
The Mass unfollow page
Steps to install the mass follow/unfollow Chatter application
Tasks
Cleaning Chatter data
Removing and deleting files and links from the Chatter feeds
Removing a file from the Chatter feed that is on record
Who can delete what?
Deleting a post from the Chatter feed
Deleting a comment made on a post
Deleting a poll from the Chatter feed
Deleting a link from the Chatter feed
Removing topics from the posts
Deleting topics from Salesforce
Removing a bookmark from a post
Managing Chatter groups
Adding/removing member(s) from the Chatter group
Changing the roles of the Chatter group
An overview of the Chatter-group role
Deactivating a Chatter user
What happens when an owner of a Chatter Group is deactivated?
Deleting feeds using the developer console
The path to delete feed(s) from the developer console
Using a scheduled Batch Apex to clean the Chatter data
Summary
5. Understanding Chatter REST API
Introducing Chatter REST API
Authentication
OAuth 2.0
Benefits of Chatter REST API
Governor limits
Understanding Chatter Rest API
When to use Chatter REST API
Understanding OAuth
Configuring OAuth 2.0 access for your application
Authorization code
Access token
Refresh token
Posting a feed item
Summary
Index
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