but also to add some context and information about “why” you are facing those issues based on the Salesforce platform features, technology, or business characteristics involved.
I recently had the chance to read the eBook Developing Applications with Salesforce Chatter (available here) by Rakesh Gupta (twitter: @rakeshistom) and Sagar Pareek (twitter: @Sagarjaipareek) – both are experienced Developer professionals in the Salesforce ecosystem – which provides this same level of context and “how to” information on configuring and using Salesforce Chatter.
Salesforce Chatter started out as a basic ‘instant messenger’ service to allow Salesforce users in a company to interact and collaborate more effectively with each other. With each Salesforce release, Chatter is becoming more functional and useful for a wider set of business purposes.
Of course, with the added functionality and configuration options, it is more difficult to make sure you are using it most effectively for your business. Salesforce provides Chatter Implementation Guides, which have all the information you need, but can be a little overwhelming if you are just starting out.
Developing Applications with Salesforce Chatter presents an easy to understand description of Chatter; ways in which it can be useful to your organization; and then thorough descriptions on how to configure, deploy, and maintain Chatter in your Salesforce org.
For Salesforce Admins with a little Chatter experience, Chapter 1 provides a useful reminder of what Chatter offers. If Chatter is brand new to you, these sections have enough information to help you determine what your organization needs, and to get you thinking about areas of your business that might benefit from Chatter.
Chapter 2 is the meat of the book. It contains a series of sections that describe in plain English each of the Chatter configuration options. Each section provides a feature overview, followed by step-by-step instructions and screenshots.
If you are a Salesforce Developer and want to include Chatter features on your custom Visual Force pages, Chapter 3 will be the most useful for you. The Chapter explains actual Apex and Visual Force code examples showing you how to Chatter-enable your Visual Force pages with topics like: displaying a user’s profile image; displaying news feeds; and automatically following records or groups.
Once Chatter is deployed in your org, you are likely to want to perform data maintenance and cleanup. Chapter 4 provides two different topics of interest for on-going Chatter Administration. The first section describes a custom Visual Force application that allows you to Mass Follow/Unfollow users. (The book describes the application’s functionality, and the full apex/visual force code is available for download from the publisher.) The second section explains how you can use the Chatter UI in Salesforce to perform nearly all cleanup tasks including: adding/removing Users from Groups, adding/removing tags, or polls, or links from posts. It even answers questions like “What happens when a Chatter Group Owner is deactivated”.
Finally, for those of you who want to integrate Chatter in an external application, Chapter 5 is dedicated to you. “Understanding Chatter REST API” describes the OAuth requirements and configuration steps (also with sample code), and a sample REST implementation that adds a Post to a Feed.
Chatter can be a powerful collaboration tool within your company, as well as between your company and your Partners or Customers. Like any other Salesforce feature, the better you understand it as an Administrator, the more effectively it can be used by your Users. This book is not the only tool you’ll need to be successful with Chatter, but it offers a one-stop collection of information and “how to” that is certain to make your Chatter Administration easier.
The eBook is available from Packt Publishing (www.PacktPub.com) at: https://www.packtpub.com/developing-applications-with-salesforce-chatter/book