Integrating Chatter with Cloud Productivity Tools

Integrating Chatter with Cloud

Productivity Tools

Patterns for Social Success

Michael Topalovich, Delivered Innovation, CTO

@topalovich

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michael topalovich delivered innovation @topalovich @DICloudApps

Design Pattern: RSS

Design Pattern: Email

Design Pattern: Web Hooks / Callbacks

Challenge: We don’t own these systems. It’s our job to connect the pieces.

Design Patterns: Force.com

Callout Interface

Listener Interface

Email Handler

RSS Interface

Business Logic

Exception Handling

Serialization + Parsing

Trigger Helper

VisualForce Controller

Scheduling Helper

Helper

Interfaces

Core Logic

Orchestration

Service Interfaces • Web Services, RSS, SMTP

Cloud Productivity Tools • GitHub, Basecamp, ZenDesk

Orchestration • VisualForce Controllers, Triggers, Scheduling

Core Logic • Business Rules, Utility Classes

Chatter • Chatter Feed Writers

Callout Interface

Listener Interface

Email Handler

RSS Interface

Business Logic

Exception Handling

Serialization + Parsing

Trigger Helper

VisualForce Controller

Scheduling Helper

Helper

Callout Interface

Listener Interface

Email Handler

RSS Interface

Callout Interface

Listener Interface

Email Handler

RSS Interface

Callout Interface • SOAP

• REST

Callout Interface

Listener Interface

Email Handler

RSS Interface

Listener Interface • Simple web service classes for webhooks / callbacks

Callout Interface

Listener Interface

Email Handler

RSS Interface

Email Handler • Apex Email Services

Callout Interface

Listener Interface

Email Handler

RSS Interface

RSS Interface • RSS Feed Reader Class

Callout Interface

Listener Interface

Email Handler

RSS Interface

Business Logic

Exception Handling

Serialization + Parsing

Trigger Helper

VisualForce Controller

Scheduling Helper

Helper

Business Logic

Exception Handling

Serialization + Parsing

Business Logic

Exception Handling

Serialization + Parsing

Business Logic • End-to-End Process Management

• Business Rules

• Configuration Management

• Utility Classes

Business Logic

Exception Handling

Serialization + Parsing

Serialization + Parsing • XML Serialization / Deserialization

• JSON Serialization / Deserialization

Business Logic

Exception Handling

Serialization + Parsing

Exception Handling • Error handling and messages

• Logging and notifications

Callout Interface

Listener Interface

Email Handler

RSS Interface

Business Logic

Exception Handling

Serialization + Parsing

Trigger Helper

VisualForce Controller

Scheduling Helper

Helper

Trigger Helper

VisualForce Controller

Scheduling Helper

Trigger Helper

VisualForce Controller

Scheduling Helper

Trigger Helper • Abstraction of Trigger logic

• Invoke actions before / after DML operations

• Process Trigger list / map to perform operations

Trigger Helper

VisualForce Controller

Scheduling Helper

VisualForce Controller • Process events and actions to perform operations

• Data input methods

• Navigation methods

• User interaction

Trigger Helper

VisualForce Controller

Scheduling Helper

Scheduling Helper • Implement Schedule interface

• Process integration events at configured polling intervals

core functions

API Concepts – Chatter Feeds

UserFeed

CollaborationGroupFeed

[Object]Feed

• AccountFeed

• OpportunityFeed

• MyCustomObject__Feed

A FeedItem represents an entry in the feed, including text posts, link posts,

and content posts.

FeedItem – Supported calls

create()

delete()

describeSObjects()

getDeleted()

getUpdated()

query()

retrieve()

search()

FeedItem – Key Fields

ParentId

• ID of the object type to which the FeedItem is related

Type

• The type of FeedItem

– TextPost - a direct text entry on a feed

– LinkPost - a URL posting on a feed

– ContentPost - an uploaded file on a feed

Body

• The message that appears in the feed

Source: SOAP API Developer’s Guide

FeedItem – LinkPost and ContentPost

LinkPost

• LinkURL - The URL of a LinkPost

ContentPost

• ContentData - The file uploaded to the feed

• ContentDescription - The description of the file

• ContentFileName – The name of the file uploaded to the feed

– Setting ContentFileName automatically sets Type to ContentPost

Source: SOAP API Developer’s Guide

Key Technical Considerations

Limitations

People and records you can follow: 500

Groups you can join: 100

Groups in your organization: 10,000

Mentions in a single post or comment: 25

Characters in single post or comment: 1,000

File attachment size: 2 GB

Source: Salesforce Help

eliminate information silos

find balance

T.M.I.

code samples

Adding a Text Post

FeedItem post = new FeedItem();

post.ParentId = oId;

post.Body = 'Enter post text here';

insert post;

Source: developerforce.com Chatter Code Recipes

Adding a Content Post

FeedItem post = new FeedItem();

post.ParentId = oId;

post.Body = 'Enter post text here';

post.ContentData = base64EncodedFileData;

post.ContentFileName = 'sample.pdf';

insert post;

Source: developerforce.com Chatter Code Recipes

Adding a Link Post

FeedItem post = new FeedItem();

post.ParentId = oId

post.Body = 'Enter post text here';

post.LinkUrl = 'http://www.someurl.com';

insert post;

Source: developerforce.com Chatter Code Recipes

next steps

ideas.salesforce.com

#askforce

#chatter

#forcedotcom

#salesforce

DELIVEREDINNOVATION.COM

Michael Topalovich

CTO, Delivered Innovation

@topalovich