Difference between revisions of "Chat"

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(Created page with "== Chatter for Salesforce == Currently not supported. == Chat for Resco CRM == When used with Resco CRM server back end, Resco Mobile CRM can include a chat. ===...")
 
(Chatter in the app)
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== Chatter for Salesforce ==
 
== Chatter for Salesforce ==
  
Currently not supported.
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Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information. In [[Resco mobile apps]], you can display chatter feeds directly on object forms, where app users can share information about a particular record.
  
== Chat for Resco CRM ==
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{{Note|Salesforce chatter is currently available as a beta. It is only available for admin users.|Warning}}
  
When used with [[Resco CRM server]] back end, [[Resco Mobile CRM]] can include a chat.  
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=== Enable chatter in Salesforce ===
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To access the Chatter Settings page in Setup, enter "Chatter" in the Quick Find box and select '''Chatter Settings'''. Make sure that '''Enable''' is selected.
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=== Add chatter to Resco forms ===
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# Log in to [[Resco for Salesforce]].
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# Start Woodford and update your metadata to make sure that objects (Feed Item, Feed Comment, Feed Attachment) necessary for Salesforce chatter are added to your app project.
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# Edit a [[form]] of the object where you want to add chatter.
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# Click '''Add Chatter'''. Save changes and publish the app project.
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=== Chatter in the app ===
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When you open a record on a form with salesforce chatter attached, you will notice a new form tab.
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[[File:Salesforce chatter.png|600px]]
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== Chat for Dynamics and Resco CRM ==
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When used with Dynamics or [[Resco CRM server]] backend, [[Resco Mobile CRM]] can include a chat.  
  
 
=== Using chat in [[Resco Mobile CRM]] ===
 
=== Using chat in [[Resco Mobile CRM]] ===
  
Tap '''Chat''' from the Home menu to access the chat function. You can chat in public or public channels, or directly send private messages to a particular user.
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Tap '''Chat''' from the Home menu to access the chat function. You can chat in public or private channels, or directly send private messages to a particular user.
  
 
{{Note|If you don't see chat in your app, contact your administrator.}}
 
{{Note|If you don't see chat in your app, contact your administrator.}}
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To send a message, either to a channel or to a particular user, type a message and then tap on '''Send'''. You can add smileys and also attachments. Attachments can come from multiple sources: You can capture a new picture, you can select from existing pictures, you can select a file, or you can send a link to any record in Resco CRM.
 
To send a message, either to a channel or to a particular user, type a message and then tap on '''Send'''. You can add smileys and also attachments. Attachments can come from multiple sources: You can capture a new picture, you can select from existing pictures, you can select a file, or you can send a link to any record in Resco CRM.
  
=== Enabling chat for your organization ===
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=== Resco CRM Server: Enabling chat for your organization ===
  
 
To enable chat for an organization:
 
To enable chat for an organization:
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=== Enabling chat for your app project ===
 
=== Enabling chat for your app project ===
  
# Edit an app project using [[Woodford]].
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Enable chat in [[Woodford]].
# Select '''Social''' from the Project menu.
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# Edit an app project.
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# Select '''[[Social]]''' from the '''Project''' menu.
 
# Check '''Enable chat''' and click '''Save'''.
 
# Check '''Enable chat''' and click '''Save'''.
# Select '''Home''' from the Project menu.
 
# Select '''Chat''' from the available items pane and add it to your [[home screen]].
 
# Click '''Save''', then click '''Publish'''.
 
  
??? Don't forget (...) to enable the N:N Relationships plugin for Chat Post <-> Chat User and Chat Topic <-> Chat User entities.
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To access chat for all records that you follow, place chat to your [[home screen]].
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# Select '''Home''' from the '''Project''' menu.
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# Select '''Chat''' from the '''Available Items''' pane and add click '''Add'''.
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# Click '''Save'''.
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If you want to be able to use chat to comment on records, you need to place the Chat Wall on the entity [[form]].
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# Select the entity from the '''Project''' menu and click '''Show UI'''.
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# Double-click the form to open it for editing.
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# Click '''Add Chat''', then click '''Save & Close'''.
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Don't forget to [[Plugins#Configure_plug-ins|enable the N:N Relationships plugin]] for the following entities:
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* Chat Post <-> Chat User
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* Chat Topic <-> Chat User
  
 
=== See also ===
 
=== See also ===
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[[Category:Resco CRM]]
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[[Category:Woodford]]

Revision as of 11:37, 30 September 2020

Chatter for Salesforce

Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information. In Resco mobile apps, you can display chatter feeds directly on object forms, where app users can share information about a particular record.

Warning Salesforce chatter is currently available as a beta. It is only available for admin users.

Enable chatter in Salesforce

To access the Chatter Settings page in Setup, enter "Chatter" in the Quick Find box and select Chatter Settings. Make sure that Enable is selected.

Add chatter to Resco forms

  1. Log in to Resco for Salesforce.
  2. Start Woodford and update your metadata to make sure that objects (Feed Item, Feed Comment, Feed Attachment) necessary for Salesforce chatter are added to your app project.
  3. Edit a form of the object where you want to add chatter.
  4. Click Add Chatter. Save changes and publish the app project.

Chatter in the app

When you open a record on a form with salesforce chatter attached, you will notice a new form tab.

Salesforce chatter.png

Chat for Dynamics and Resco CRM

When used with Dynamics or Resco CRM server backend, Resco Mobile CRM can include a chat.

Using chat in Resco Mobile CRM

Tap Chat from the Home menu to access the chat function. You can chat in public or private channels, or directly send private messages to a particular user.

Note If you don't see chat in your app, contact your administrator.

Channels

Channels are ideal for sending messages to a group of users. Channels can be public or private: public are available to all, private are invite-only. You can join or leave channels (except the default, General channel). You can create new channels: tap on Channels, then tap on the plus symbol.

Direct messages

Tap on a name to start chatting with that person. Tap on Direct Messages to display the list of users; use this option to initiate a chat with a person that you have not chatted with yet.

Message functions

To send a message, either to a channel or to a particular user, type a message and then tap on Send. You can add smileys and also attachments. Attachments can come from multiple sources: You can capture a new picture, you can select from existing pictures, you can select a file, or you can send a link to any record in Resco CRM.

Resco CRM Server: Enabling chat for your organization

To enable chat for an organization:

  1. Log in to your organization at Resco CRM.
  2. Select Tools & Settings > Admin Console from the menu.
  3. Select Settings > Organization from the Admin Console menu.
  4. Find Chatter and click Enable.

Enabling chat for your app project

Enable chat in Woodford.

  1. Edit an app project.
  2. Select Social from the Project menu.
  3. Check Enable chat and click Save.

To access chat for all records that you follow, place chat to your home screen.

  1. Select Home from the Project menu.
  2. Select Chat from the Available Items pane and add click Add.
  3. Click Save.

If you want to be able to use chat to comment on records, you need to place the Chat Wall on the entity form.

  1. Select the entity from the Project menu and click Show UI.
  2. Double-click the form to open it for editing.
  3. Click Add Chat, then click Save & Close.

Don't forget to enable the N:N Relationships plugin for the following entities:

  • Chat Post <-> Chat User
  • Chat Topic <-> Chat User

See also

Webinar: Summer Release 2016, Winter Release 2016