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Developing Applications with Salesforce Chatter

Book Description

Make your business more social with Salesforce Chatter. This book walks you through configuring and customizing Chatter to boost collaboration in your organization. Can be used as a reference book or complete guide.

  • Understand Salesforce Chatter and its architecture.
  • Configure and set up Chatter for your organization
  • Improve Chatter features by utilizing Apex and Visualforce Pages
  • Discover the new Chatter REST API for developers
  • A step-by-step guide to develop a fully functional Chatter application with chatter data cleaning concept

In Detail

Salesforce Chatter provides a secure environment that enables you to stay connected to your customers. Chatter simplifies and speeds-up the process of sharing ideas, documents, and anything else with your co-workers instantly. Using Chatter, you can perform any action from anywhere and make your business more social.

"Developing Applications with Salesforce Chatter" starts by covering the basics of Salesforce Chatter, Chatter license types, and its effect on ROI. It then discusses how to configure Chatter and various sections to customize it. Further, it walks through the Chatter Data cleaning as well as the basics of REST API and oAuth.

This book will cover everything you need to know about Salesforce Chatter configuration and customization.

"Developing Applications with Salesforce Chatter" allows you to improve collaboration in your organization. The book covers many features such as Chatter messenger, commenting on status, uploading and sharing files, polls and Chatter actions. This book also teaches you how to configure and customize Chatter by using Apex and Visualforce pages for high productivity.

This book is a hands-on guide focused on the configuration and customization of Chatter. This book will act as both a reference for experienced developers and a customization guide for newbies who want to set up Chatter for their organization.

This book also contains various sections that demonstrate how to improve Chatter's functionality by using Apex and Visualforce pages. By the end of this book, you will be able to successfully configure and customize Salesforce Chatter for your organization quickly and efficiently.

Table of Contents

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