enhance the feed with chatter topics and apex triggers

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Enhancing the Feed with Chatter Topics and Apex Peter Chittum, salesforce.com, Developer Evangelist @pchittum Jon Pappas, salesforce.com, Product Manager @sfdcjp

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Chatter Topics create a new dimension to your social business by linking hashtags and your Chatter feed. With Apex triggers on the Topic objects, there are new possibilities for invoking actions based on what users are talking about. Join us to learn important approaches using Apex to enhance the standard Topic features. Specific use cases will include executing actions and business processes triggered by what people talk about, and a curation of topics that are meaningful to your business. Apex and Topics can bring greater social intelligence to the discussions in your org.

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Page 1: Enhance the Feed With Chatter Topics and Apex Triggers

Enhancing the Feed with Chatter Topics and Apex

Peter Chittum, salesforce.com, Developer Evangelist

@pchittum

Jon Pappas, salesforce.com, Product Manager

@sfdcjp

Page 2: Enhance the Feed With Chatter Topics and Apex Triggers

Safe harborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Page 3: Enhance the Feed With Chatter Topics and Apex Triggers

Jon Pappas

Product Manager

@sfdcjp

Peter Chittum

Developer Evangelist

@pchittum

Page 4: Enhance the Feed With Chatter Topics and Apex Triggers
Page 5: Enhance the Feed With Chatter Topics and Apex Triggers

Social Intelligence at Salesforce

Influence & ExpertiseTopics and TrendsRecommendations

Page 6: Enhance the Feed With Chatter Topics and Apex Triggers

System of Topics – GA in Summer ‘13

Reinvented for the enterprise

Semantic Topic suggestions to assist

Knowledge curated into Topic Pages

People and groups talking about topics identified

Trending topics upgraded and related topics

introduced

Suite of 23 features to create an ecosystem

Page 7: Enhance the Feed With Chatter Topics and Apex Triggers

Past 3 Releases: Topics and Expertise FocusNov ’14June ‘13 Feb’14

`

New

SpringSummer Winter

Coming

Soon

System of Topics GA

Platform &Enhancements

Next Generation Knowledge Discovery

• Topics for Communities• Topic Pages• Topic Page- Publisher• Topic Page- Talking About• Topic Page- Favorites• Topic Page- Recent Files• Topic Page- Related Topics• Topic Page- Groups Talking• Topics Listview• Profiles- Recently Talked About• Groups- Recently Talked About• Topics Reporting• Trending Topics Algorithm Upgrade• Semantic Topic Suggestions• Multi-word Hashtags• Topic Editor on Posts• Topics in Search Results

• Follow Topics• Topic Page-

Multidimensional Publisher• Topic Influence Pilot• Topic Permission Sets• Topic Triggers• Topics Connect for Apex• Topics for Objects Pilot• Topics Editor Visualforce

Component

• Knowledgeable People GA• Endorsements GA• Topics in Global Search GA• Topics for Objects GA• Topics as List View Criteria• Knowledgeable for Objects Pilot

Topics for Objects Pilot Signup:http://bit.ly/topicsforobjects

Page 8: Enhance the Feed With Chatter Topics and Apex Triggers

Social Intelligence Extends Across Apps & Devices

Mobile Apps

Custom & 3rd Party Business AppsChatter Connect API Access to topics and other sources: recommendations, experts, feeds, profiles, groups, messaging, data and more

ReportingRun custom reports and create dashboards to see what people are talking about.

AppExchangeExtend Topics to 3rd Party Partners in the AppExchange

Intranets & Portals

Page 9: Enhance the Feed With Chatter Topics and Apex Triggers
Page 10: Enhance the Feed With Chatter Topics and Apex Triggers

Topic Developer Landscape: Data and Triggers

Topic TopicAssignment

FeedItem

trigger TopicTrigger on Topic

trigger TopicAssignmentTrigger on TopicAssignment

(sObject)

Page 11: Enhance the Feed With Chatter Topics and Apex Triggers

Topic Developer Landscape: Apex and API

SELECT Id, EntityId, TopicId FROM TopicAssignment

SOQL/DML:

https://eu2.salesforce.com/services/data/v29.0/connect/topics/trending

REST:

ConnectApi.Topics.getRecentlyTalkingAboutTopicsForUser(null,u.Id).topics

Chatter Connect API Namespace:

Topics

Page 12: Enhance the Feed With Chatter Topics and Apex Triggers

Topic Developer Landscape: UI

<topics:widget entity="{!itemId}" />

Page 13: Enhance the Feed With Chatter Topics and Apex Triggers

Topics Use Cases

Topic Auto Curation with Triggers

Topic Analytics and Visualization with Visualforce

Topic Actions with Triggers

Page 14: Enhance the Feed With Chatter Topics and Apex Triggers
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Topic Auto Curation

DevZoneDF13

Dreamforce 13

Dreamforce 2013

Heathcare

GirlyGeeks

GirlGeeks

GirlyGeek

Dreamforce

Healthcare

Housing

Healtcare

Developer

Hotel

Page 16: Enhance the Feed With Chatter Topics and Apex Triggers

Solution: Trigger and Custom Setting

Topic TopicAssignment

FeedItem

(sObject)

“Bad” Topic Alternate Topic Remove Target?

Dreamforce 2013 DF13 ☐

Heathcare Healthcare

Page 17: Enhance the Feed With Chatter Topics and Apex Triggers

Demo

Page 18: Enhance the Feed With Chatter Topics and Apex Triggers

Lessons Learned

✔ Recursive trigger

✔ Administration-enabled code

✔ Clean up existing “bad” topics

✔ Duplicate topic assignment forbidden

✔ topics:widget for topic page navigation redirection

Page 19: Enhance the Feed With Chatter Topics and Apex Triggers
Page 20: Enhance the Feed With Chatter Topics and Apex Triggers

Standard Reporting: Who is Talking About?

Page 21: Enhance the Feed With Chatter Topics and Apex Triggers

What Am I Talking About?

Custom JS Libraries Visualforce Charting

Page 22: Enhance the Feed With Chatter Topics and Apex Triggers

Compare My Topics with All Topics

Page 23: Enhance the Feed With Chatter Topics and Apex Triggers

Enhanced Chatter Profile with Sub-Tab

Page 24: Enhance the Feed With Chatter Topics and Apex Triggers

Demo

Page 25: Enhance the Feed With Chatter Topics and Apex Triggers

Lessons Learned

✔ Subtabs for exposing information about users

✔ Visualforce Charting = Easy

✔ Visualforce Charting Data = Case Sensitive Property Names

✔ Lot’s of JS libs for custom presentation

✔ Use of ConnectApi when Appropriate

Page 26: Enhance the Feed With Chatter Topics and Apex Triggers
Page 27: Enhance the Feed With Chatter Topics and Apex Triggers

Old Story, New Twist

Page 28: Enhance the Feed With Chatter Topics and Apex Triggers

FeedItem Trigger vs TopicAssignment Trigger

Topic Assignment

Topic is first class entity

Case/space insensitive

ConnectApi

Feed Item

Hashtag

Requires text parsing

Topic TopicAssignment

FeedItem

Page 29: Enhance the Feed With Chatter Topics and Apex Triggers

Demo

Page 30: Enhance the Feed With Chatter Topics and Apex Triggers

What Else?

Topic Automatic Subscribe Rules

More Enhanced Analytics/Visualization

Topic Administration with Visualforce

Topic Description Population from Web

Topic Naming Rules

Page 31: Enhance the Feed With Chatter Topics and Apex Triggers

Coming in Spring ’14

Topics for ObjectsKnowledgeable People

& EndorsementsTopics in Global Search

Page 32: Enhance the Feed With Chatter Topics and Apex Triggers

More Resources

Invite to Topics Developer Community:http://bit.ly/topicscommunity

Topics for Objects Pilot Signup:

http://bit.ly/topicsforobjects

1. Topics for Objects Admin Panel

2. Topics Editor Visualforce Component

3. APIs to fetch data and manipulate

Page 33: Enhance the Feed With Chatter Topics and Apex Triggers

Jon Pappas

Product Manager,@sfdcjp

Peter Chittum

Developer Evangelist,@pchittum

Page 34: Enhance the Feed With Chatter Topics and Apex Triggers