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→Chatter for Salesforce
(→Enable chatter in Salesforce: updated to 13.3) |
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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. | 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. | ||
This function requires [[Releases/Winter 2020|release 13.3]]. | |||
=== Enable chatter in Salesforce === | === Enable chatter in Salesforce === | ||
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#* '''Rich Text Posts''': Required for chatter in Resco mobile apps. | #* '''Rich Text Posts''': Required for chatter in Resco mobile apps. | ||
#* (Optional) '''Emoticons in Feed''': If you want to enable emoticons. | #* (Optional) '''Emoticons in Feed''': If you want to enable emoticons. | ||
# Go to '''Feature Settings > Chatter > Feed Tracking''' and enable feed tracking for all | # Go to '''Feature Settings > Chatter > Feed Tracking''' and enable feed tracking for all objects for which you want to have chatter. | ||
=== Add chatter to Resco forms === | === Add chatter to Resco forms === | ||
# Log in to [[Resco for Salesforce]]. | # Log in to [[Resco for Salesforce]]. | ||
# Start Woodford and update your metadata | # Start Woodford and update your metadata. | ||
# Edit a [[form]] of the object where you want to add chatter. | # Edit a [[form]] of the object where you want to add chatter. | ||
# Click '''Add Chatter'''. Save changes and publish the app project. | # Click '''Add Chatter''' to add a chatter tab to your form. | ||
# Optionally, select the chatter tab and configure it on the '''Properties''' pane. | |||
#* Select or upload a custom icon for your chatter tab. | |||
#* Set '''Width''' to '''Large''' to make the tab bigger. | |||
#* Select '''Online''' to ensure that as long as your device is connected to the internet, the app automatically displays chatter feed from the server, even if your app is in offline mode. Similarly, chatter posts, comments, and likes that you make (even in offline mode) are immediately propagated to the server. | |||
# Save changes and publish the app project. | |||
Behind the scenes, adding a chatter tab to your form performs some configuration changes for your project: | |||
* When you add your first chatter tab, the objects Feed Item, Feed Comment, Feed Attachment, and Feed Like are added to your app project. Do not disable these entities. | |||
* For the object with chatter tabs, the [[App_projects#Managing_entities|entity configuration setting]] '''Synchronize entity feed''' is automatically enabled. | |||
=== See all images in offline mode === | |||
If you use chatter in offline mode and you want to make sure that you see all the images, not only those that you posted, you have to enable the option '''Synchronize all linked Salesforce Files''' for the object Feed Item. This may result in higher [[API call]] consumption. | |||
=== Chatter in the app === | === Chatter in the app === | ||
When you open a record on a form with salesforce chatter attached, you will notice a new form tab. | When you open a record on a form with salesforce chatter attached, you will notice a new form tab. You can use rich text formatting in the posts, and include emoticons or attach images. | ||
[[File:Salesforce chatter.png|600px]] | [[File:Salesforce chatter.png|600px]] | ||