Developing Applications with Salesforce Chatter

Developing Applications with Salesforce Chatter
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Table of Contents
Sample Chapters
  • 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

Book Details

Language : English
Paperback : 130 pages [ 235mm x 191mm ]
Release Date : November 2013
ISBN : 1782171169
ISBN 13 : 9781782171164
Author(s) : Rakesh Gupta, Sagar Pareek
Topics and Technologies : All Books, Enterprise

Table of Contents

Chapter 1: Introducing Salesforce Chatter
Chapter 2: Configuring and Setting Up Chatter
Chapter 3: An Introduction to Development with Chatter
Chapter 4: Building the Chatter Application and Cleaning the Chatter Data
Chapter 5: Understanding Chatter REST API
  • Chapter 1: Introducing Salesforce Chatter
    • An overview of cloud computing
    • An overview of
    • Collaboration in the past
    • The future of collaboration – Salesforce Chatter
    • Salesforce Chatter
      • Few Chatter benefits
    • The Chatter data model
      • Chatter data model – user
      • Chatter data model – feed
      • Chatter data model – group
    • Maximizing your customer satisfaction
    • Improving your ROI
    • Summary
    • Chapter 2: Configuring and Setting Up Chatter
      • Turning on Chatter
      • Configuring the Chatter tabs
      • Chatter license types
        • The Chatter Free license type
        • The Chatter External license type
        • The Chatter Only a.k.a. the Chatter Plus license type
      • Enabling Chatter invites
      • Adding Chatter users
        • If you are not an admin
        • If you are an admin
          • Manually creating Chatter users
          • Adding users through Data Loader
      • Improving your Chatter profile
        • The About Me section
        • Uploading a profile photo
        • Updating contact details
        • Be specific when deciding whom to follow
      • Additional features of Chatter
        • Updating your status
        • Posting comments
        • Adding links
        • Chatter Polls
        • Adding topics in your Chatter status updates
        • Making a topic your favorite
        • Bookmarking a post
      • Enabling feed tracking, creating groups, and following records
        • Enabling feed tracking
        • Follow records
          • Method 1
          • Method 2
      • Group creation
        • Creating groups
        • Joining a group
          • How to add members in groups
          • The Email Daily Digest setting
      • Managing files
        • Uploading a file
        • Deleting a file
        • Following a file
        • Version control for Chatter files
        • Sharing files with people
        • Sharing files with groups
        • Advantages of using Chatter files
        • Attaching files to a post or comment
          • Attaching files to a post
          • Attaching files to a comment
      • Other Chatter features
        • Chatter e-mail setting
        • Chatter Messenger
        • Enabling Chatter Messenger
        • Enabling Chatter Messenger for Visualforce pages
      • Installing Chatter Desktop and Chatter Mobile
      • Installing Chatter Desktop
        • Steps to install the Chatter Desktop application
        • Managing user sessions
        • Installing and configuring Chatter Mobile
      • Installing Chatter Mobile
        • Configuring the Chatter Mobile app
        • How to log in to the Chatter Mobile app
        • Revoking Chatter Mobile access
      • Chatter publisher actions
        • Enabling publisher actions
        • Creating global actions
        • Adding global actions to the page layout
      • Creating object-specific actions
      • Summary
      • Chapter 3: An Introduction to Development with Chatter
        • Displaying a chat window on the Visualforce page
          • Enabling chat settings for all Visualforce pages
          • Enabling chat settings for a particular Visualforce page
        • Displaying a Chatter follower on the Visualforce Page
          • Displaying a list of followers without using the Chatter tag
        • Displaying a user's profile image
        • Displaying a list of followers for a user
        • Displaying news feed
          • Displaying feed with followers
        • Posting status from the Visualforce page
        • Entity feed and how to display it on the Visualforce page
        • Following a record/user from the Visualforce page
        • Automatically following a record after its creation
        • Automatically following a group
        • Applying filters on group creation
        • Applying filters on a Chatter post
        • Applying filters on comments on a Chatter post
        • Filtering a post for some records
        • Posting opportunity-closed details to a Chatter group
        • Creating a group that allows read-only access
        • Summary
        • Chapter 4: Building the Chatter Application and Cleaning the Chatter Data
          • The mass follow and unfollow application
            • The Mass follow page
            • Developing an application
            • The Mass unfollow page
              • Steps to install the mass follow/unfollow Chatter application
              • Tasks
          • Cleaning Chatter data
            • Removing and deleting files and links from the Chatter feeds
            • Removing a file from the Chatter feed that is on record
            • Who can delete what?
            • Deleting a post from the Chatter feed
            • Deleting a comment made on a post
            • Deleting a poll from the Chatter feed
            • Deleting a link from the Chatter feed
            • Removing topics from the posts
            • Deleting topics from Salesforce
            • Removing a bookmark from a post
          • Managing Chatter groups
            • Adding/removing member(s) from the Chatter group
            • Changing the roles of the Chatter group
            • An overview of the Chatter-group role
          • Deactivating a Chatter user
            • What happens when an owner of a Chatter Group is deactivated?
            • Deleting feeds using the developer console
            • The path to delete feed(s) from the developer console
          • Using a scheduled Batch Apex to clean the Chatter data
          • Summary
          • Chapter 5: Understanding Chatter REST API
            • Introducing Chatter REST API
              • Authentication
                • OAuth 2.0
              • Benefits of Chatter REST API
              • Governor limits
              • Understanding Chatter Rest API
                • When to use Chatter REST API
                • Understanding OAuth
              • Configuring OAuth 2.0 access for your application
                • Authorization code
                • Access token
                • Refresh token
                • Posting a feed item
            • Summary

            Rakesh Gupta

            Rakesh Gupta is a Salesforce Evangelist, trainer, blogger and salesforce certified professional. He is from Katihar (Bihar) and lives in Mumbai. He has been working on the platform since 2011. Presently, he is working as a salesforce consultant and regular contributor to the salesforce success community. He is a co-author of Developing Applications with Salesforce Chatter and a technical reviewer of Application Development. Rakesh is very passionate about and sharing information through various channels including his blog ( He has trained almost 150 professionals around the globe and has handled corporate training too. Rakesh works on all aspects of Salesforce, and is an expert in data migration, integration, configuration, and customization. He is a leader of the Navi-Mumbai and Nashik developer user groups in India. He is also the leader of Mumbai Salesforce user group. Rakesh organizes meet-ups at regular intervals for the group he owns. In his spare time, he contributes to Salesforce success community Answer. Rakesh Gupta can be reached at, or you can follow him on Twitter @rakeshistom.

            Sagar Pareek

            Sagar Pareek is a Salesforce enthusiast, blogger, author, and Salesforce certified Developer. He is from Bikaner (Rajasthan) and currently lives in Noida. Sagar has been working on the platform since 2012, from when he was in college. Since 2013, he has been working for Astrea IT Services Pvt. Ltd. (Noida) as a salesforce developer, prior to which he worked as a PHP and Java Intern at Acme Embedded technologies Pvt. Ltd. (Bikaner). He was featured by Salesforce on a webinar (Boost your career get cloud trained and certified). He won a prize in the Salesforce New Year Resolution 2013 challenge. Sagar is actively participating in salesforce discussion platforms, in different user groups, and organizes workshops. He leads the India Salesforce student developer user group and is a co-leader of the Navi-Mumbai Salesforce developer user group. You can follow Sagar’s blog ( Sagar has a Bachelor of Technology degree in Computer Science and Engineering from Rajasthan Technical University and is an alumnus of Manda Institute of Technology, Bikaner. He spends spare time with his family and friends and explores He is a co-author of Developing Applications with Salesforce Chatter. You can connect with Sagar on Twitter @Sagarjaipareek.
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            Sample chapters

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            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

            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 Chatter's 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.


            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 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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