integrating chatter with cloud productivity tools

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Integrating Chatter with Cloud Productivity Tools Patterns for Social Success Michael Topalovich, Delivered Innovation, CTO @topalovich

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Page 1: Integrating Chatter with Cloud Productivity Tools

Integrating Chatter with Cloud

Productivity Tools

Patterns for Social Success

Michael Topalovich, Delivered Innovation, CTO

@topalovich

Page 2: Integrating Chatter with Cloud Productivity Tools

Safe Harbor

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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

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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,

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available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Page 3: Integrating Chatter with Cloud Productivity Tools

michael topalovich delivered innovation @topalovich @DICloudApps

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Design Pattern: RSS

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Design Pattern: Email

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Design Pattern: Web Hooks / Callbacks

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

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Design Patterns: Force.com

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Callout Interface

Listener Interface

Email Handler

RSS Interface

Business Logic

Exception Handling

Serialization + Parsing

Trigger Helper

VisualForce Controller

Scheduling Helper

Helper

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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

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Callout Interface

Listener Interface

Email Handler

RSS Interface

Business Logic

Exception Handling

Serialization + Parsing

Trigger Helper

VisualForce Controller

Scheduling Helper

Helper

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Callout Interface

Listener Interface

Email Handler

RSS Interface

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Callout Interface

Listener Interface

Email Handler

RSS Interface

Callout Interface • SOAP

• REST

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Callout Interface

Listener Interface

Email Handler

RSS Interface

Listener Interface • Simple web service classes for webhooks / callbacks

Page 22: Integrating Chatter with Cloud Productivity Tools

Callout Interface

Listener Interface

Email Handler

RSS Interface

Email Handler • Apex Email Services

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Callout Interface

Listener Interface

Email Handler

RSS Interface

RSS Interface • RSS Feed Reader Class

Page 24: Integrating Chatter with Cloud Productivity Tools

Callout Interface

Listener Interface

Email Handler

RSS Interface

Business Logic

Exception Handling

Serialization + Parsing

Trigger Helper

VisualForce Controller

Scheduling Helper

Helper

Page 25: Integrating Chatter with Cloud Productivity Tools

Business Logic

Exception Handling

Serialization + Parsing

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Business Logic

Exception Handling

Serialization + Parsing

Business Logic • End-to-End Process Management

• Business Rules

• Configuration Management

• Utility Classes

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Business Logic

Exception Handling

Serialization + Parsing

Serialization + Parsing • XML Serialization / Deserialization

• JSON Serialization / Deserialization

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Business Logic

Exception Handling

Serialization + Parsing

Exception Handling • Error handling and messages

• Logging and notifications

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Callout Interface

Listener Interface

Email Handler

RSS Interface

Business Logic

Exception Handling

Serialization + Parsing

Trigger Helper

VisualForce Controller

Scheduling Helper

Helper

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Trigger Helper

VisualForce Controller

Scheduling Helper

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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

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Trigger Helper

VisualForce Controller

Scheduling Helper

VisualForce Controller • Process events and actions to perform operations

• Data input methods

• Navigation methods

• User interaction

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Trigger Helper

VisualForce Controller

Scheduling Helper

Scheduling Helper • Implement Schedule interface

• Process integration events at configured polling intervals

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core functions

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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.

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FeedItem – Supported calls

create()

delete()

describeSObjects()

getDeleted()

getUpdated()

query()

retrieve()

search()

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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

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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

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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

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eliminate information silos

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find balance

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T.M.I.

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code samples

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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

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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

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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

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next steps

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ideas.salesforce.com

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#askforce

#chatter

#forcedotcom

#salesforce

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DELIVEREDINNOVATION.COM

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Michael Topalovich

CTO, Delivered Innovation

@topalovich

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