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Rakesh Gupta - Developing Applications with Salesforce Chatter

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Rakesh Gupta Developing Applications with Salesforce Chatter

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Leverage the power of Chatter to boost collaboration in your organization

Overview

  • 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 Chatters 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.

What you will learn from this book

  • Understand how Chatter function can be improved by utilizing Apex and Visualforce Pages.
  • Boost collaboration in your organisation
  • Explore various Chatter configurations and customizations
  • Learn about the Chatter Publisher Action
  • Install and configure Chatter desktop and mobile
  • Extrapolate how to add topics, bookmarks, and favourites in your Chatter post
  • Discover various method for Chatter data cleaning
  • Get familiar with the REST API, oAuth, and various tokens

Approach

This book follows a hands-on approach which will help newbies to easily understand the concepts of Salesforce Chatter and its configuration easily. For advanced users, this book has few approaches and code snippets to help you make Salesforce Chatter more responsive and productive. Having fundamental knowledge of Apex and Visualforce pages will be helpful.

Who this book is written for

This book is intended for people who are newbies in the Salesforce arena and who want to boost collaboration in their organization using Chatter. After reading this book, you will be able to configure Chatter all on your own, but for customization tasks such as improving the user interface, you will need a basic understanding of Apex and Visualforce pages.

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Developing Applications with Salesforce Chatter

Developing Applications with Salesforce Chatter

Copyright 2013 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: November 2013

Production Reference: 1181113

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-78217-116-4

www.packtpub.com

Cover Image by Prashant Timappa Shetty (<>)

Credits

Authors

Rakesh Gupta

Sagar Pareek

Reviewers

Brendan Conroy

Naveen Gabrani

Matt Lacey

Mohith Shrivastava

Acquisition Editor

Llewellyn Rozario

Lead Technical Editor

Ruchita Bhansali

Technical Editors

Sharvari Baet

Manal Pednekar

Anand Singh

Copy Editors

Brandt D'Mello

Karuna Narayanan

Shambhavi Pai

Project Coordinator

Suraj Bist

Proofreader

Stephen Copestake

Indexer

Priya Subramani

Graphics

Yuvraj Mannari

Production Coordinator

Conidon Miranda

Cover Work

Conidon Miranda

About the Authors

Rakesh Gupta is a Salesforce evangelist, trainer, blogger, and a Salesforce-certified professional. He is from Katihar, Bihar and lives in Mumbai. He has been working on the salesforce.com platform since 2011. Presently he works as a Salesforce consultant and is a regular contributor to the success of the Salesforce community. Rakesh is very passionate about salesforce.com and has been sharing information through various channels including his blog (http://rakeshistom.wordpress.com).

He has trained almost a hundred professionals around the globe. Rakesh works on all the aspects of Salesforce and is an expert in data migration, integration, configuration, and customization. He is the leader of Navi Mumbai and Nashik developer user groups in India. He is also the initiator of the Mumbai Salesforce user group. Rakesh has been organizing meet-ups at regular intervals for groups he runs. In his spare time, he contributes to Salesforce success community.

Rakesh can be reached at <>, and his Twitter handle is @rakeshistom.

I would like to thank my parents and my sister, Sarika Gupta, for supporting me through each stage of my life. I would like to thank Packt Publishing for giving me this opportunity to share my knowledge through this book. Special thanks to my friend Meenakshi Kalra for taking care of me while I was writing this book. I would also like to thank Adam Seligman (Vice President, Developer and Partner Marketing, salesforce.com) for encouraging me. Many thanks to my friends Brendan Conroy (salesforce.com MVP), Matt Lacey (salesforce.com MVP), and Naveen Gabrani (CEO, Astrea IT Services) for reviewing the book and for providing valuable suggestions. I would also like to thank Kundan Bendale (Salesforce Technical Architect) for his help and support.

Lastly, I would like to thank my good friend and co-author of this book, Sagar Pareek, for coming up with good ideas for this book; when I met with an accident while writing this book, his support was unforgettable. I'd like to thank him for spending many nights and weekends working on this book with me.

Sagar Pareek is a Salesforce enthusiast, blogger, and Salesforce-certified salesforce.com developer. He comes from Bikaner, Rajasthan and currently lives in Noida. Sagar has been working on the salesforce.com platform since his college days in 2012. Currently he works for Astrea IT Services, Noida, as a Salesforce developer, prior to which he worked as a PHP and Java Intern at Acme Embedded Technologies, Bikaner. He was featured by Salesforce in a webinar, Boost your career get cloud trained and certified . He won a prize in the Salesforce New Year Resolution 2013 challenge. Sagar actively participates on Salesforce discussion platforms such as user groups and organizing workshops. He has leadership of the India Salesforce student developer user group and is the co-leader of the Navi-Mumbai Salesforce developer user group. He spends spare time with his family and friends and exploring salesforce.com. You can follow Sagar on his blog at http://forceexperiment.wordpress.com, and his Twitter handle is @Sagarjaipareek.

I would like to thank my parents, Chanchal Pareek and Sushil Pareek, my siblings Dr. Sugita and Nikita, and my gurus, Manish Shandilya and Pankaj Pandey. I would also like to thank my mentors, Kavindra Patel (Director, Developer programs and Events, salesforce.com), and Paresh Gupta (Co-founder, Sharp Edge Learning). Special thanks to Naveen Gabrani (CEO, Astrea IT Services) and all the other reviewers for giving up their precious time to review our content. We would also like to thank Anil Bhargava for giving us his precious time working on the images used in this book.

Last but not least, I would like to thank my best friend and the co-author of this book, Rakesh Gupta, for his constant support and trust, which helped me reach the level of being able to write this book.

About the Reviewers

Brendan Conroy is a Salesforce MVP, currently working as the Manger of Sales at Market Metrix. He holds a Bachelors degree in Creative Writing. He has a total experience of five years in Advanced CRM implementation and manipulation across six different CRM platforms. In additon, he has an experience of 12 years in the fields of customer service and face-to-face sales.

Naveen Gabrani is a salesforce.com architect and founder/CEO of a Salesforce consulting company, Astrea IT Services. Astrea is the leading provider of salesforce.com services. It has four products on AppExchangeSmart vCard, Astrea Clone, Smart Calendar, and Object Hierarchythat were envisioned by Naveen. He has twenty years of experience in the IT Industry in various technical and management positions. He is passionate about making high-quality software deliveries that exceed customers' expectations and building teams of motivated and happy members.

Matt Lacey is a salesforce.com developer and blogger (www.laceysnr.com) and a salesforce.com MVP with a background in game development. Matt is also the co-founder of S. P. Keasey Trading Co., a salesforce.com ISV partner that builds salesforce.com applications, including ChattoMate, a tool for automating Chatter follows/unfollows to filter out the noise.

Mohith Shrivastava has two and a half years of experience working on the salesforce.com platform and Salesforce CRM with top consulting firms such as Deloitte and Price Waterhouse Coopers. He has been a key community contributor on salesforce.stackexchange.com, where he spends most of his leisure time answering and solving various challenges that salesforce.com developers face. Mohith holds six certifications in Salesforce, including advanced developer, advanced administrator, sales cloud, service cloud, developer, and administrator. He has been blogging on cloudyworlds.blogspot.in about salesforce.com and technologies such as Apex, Visualforce, and APIs. You can get in touch with Mohith through Twitter, his Twitter handle is

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