Difference between revisions of "Chat"

From Resco's Wiki
Jump to navigation Jump to search
Line 7: Line 7:
=== Enable chatter in Salesforce ===
=== 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.
# On the Salesforce server, go to '''Setup'''.
# Go to '''Chatter Settings''' and enable the following parameters:
#* '''Enable''': Required for chatter in general.
#* '''Rich Text Posts''': Required for chatter in Resco mobile apps.
#* (Optional) '''Emoticons in Feed''': If you want to enable emoticons.
# Go to '''Feature Settings > Chatter > Feed Tracking''' and enable feed tracking for all entities for which you want to have chatter.
=== Add chatter to Resco forms ===
=== Add chatter to Resco forms ===

Revision as of 14:34, 13 November 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

  1. On the Salesforce server, go to Setup.
  2. Go to Chatter Settings and enable the following parameters:
    • Enable: Required for chatter in general.
    • Rich Text Posts: Required for chatter in Resco mobile apps.
    • (Optional) Emoticons in Feed: If you want to enable emoticons.
  3. Go to Feature Settings > Chatter > Feed Tracking and enable feed tracking for all entities for which you want to have chatter.

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 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