Chatter Publisher Actions and Salesforce1 a practical introduction to Chatter Publisher Actions

Stephen Willcock, FinancialForce.com, Director of Product Innovation @stephenwillcock Carolina Ruiz Medina, FinancialForce.com, Principal Developer in Product Innovation @CarolEnLaNube

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Salesforce One and Chatter Publisher Actions

Mobile Force.com Social

Mobile

Force.com

Social

Salesforce1

Chatter Publisher Actions

Mobile Cards Flexipages

Notifications

Take a micro-moment… Salesforce Chatter Mobile Makes Every Moment Count New Chatter Mobile is the world’s first social and mobile application that will allow employees to take any business action instantly, from anywhere... With the new customizable publisher, companies will be able to create actions that empower employees to perform custom business activities... Now, employees will get valuable work done in every micro-moment—all from the Chatter feed.

Salesforce press release - July 2013

What are Chatter Publisher Actions? Never mind about Publisher Actions…

what is the Chatter Publisher?

What are Chatter Publisher Actions? è

Chatter Publisher Actions

Object

Global

Custom Create Update Canvas Log a Call

Visualforce Clicks-not-code Canvas

Mobile smart actions Default actions

Actions in use

User Profiles

Record Types

Salesforce One

Standard UI

Mobile

Desktop

Page Layouts

Global PublisherLayouts

Objects

When to use custom actions •  Retrieve data from / update related records •  Multiple update / create •  Logic

•  Respond to user interaction •  Calculation / process

•  Call APIs

Custom Action use cases Create case on Account

•  Query other related records

•  Apply logic to available values and guide the user

Time recording against Tasks •  Query related records and make a calculation based on them

•  Insert or update related records depending on outcome

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Implementation options •  Classic Visualforce

•  Visualforce form submit

•  AJAX Visualforce

•  much Visualforce is valid, although some is not useful!

•  Javascript Remoting + HTML/CSS/JavaScript

•  Hybrid: Visualforce + HTML/CSS

Design considerations •  Recommended limit to 9 actions (including standard) per layout •  Custom action Visualforce page rendered in IFRAME

•  Height must be specified and is fixed •  Take care when reaching outside of IFRAME

•  Design for mobile and browser •  Compromise

•  Adapt

•  Micro-moments

Design considerations: action lifecycle

Model

Desktop / Web UI Mobile / Salesforce1

APIs

Cyclic Modal

Publisher Refresh (feed) Redirect

Submit action

Plain old Visualforce <apex:page standardcontroller="Account" extensions="AccountActivityTimeActionController" showHeader="false">

<apex:form >

<apex:selectList value="{!SelectedTask}" multiselect="false" label="Task" size="10" style="width:100%;">

<apex:actionSupport event="onchange" action="{!changeTask}" rerender="logPanel"/>

<apex:selectOptions value="{!SelectableTasks}"/>

</apex:selectList>

Plain old Visualforce <apex:outputPanel id="logPanel">

<apex:repeat var="item" value="{!log}”>{!item}<br/></apex:repeat>

</apex:outputPanel>

</apex:form>

</apex:page>

Publisher APIs

<script type='text/javascript' src='/canvas/sdk/js/publisher.js'/>

Refresh feed (desktop) Sfdc.canvas.publisher.publish({ name: 'publisher.refresh',

payload: {feed:true}

});

Submit hook (Salesforce1) Sfdc.canvas.publisher.subscribe({name: "publisher.showPanel",

onData:function(e) {

Sfdc.canvas.publisher.publish({name:

"publisher.setValidForSubmit", payload:"true"});

}});

Sfdc.canvas.publisher.subscribe({ name: "publisher.post",

onData: function(e) {

alert("call some remote action here");

Sfdc.canvas.publisher.publish({ name: "publisher.close",

payload:{ refresh:"true" }});

}});

Redirect (Salesforce1) sforce.one.navigateToSObject(recordId,view)

sforce.one.navigateToURL(url)

sforce.one.navigateToFeed(subjectId, type)

sforce.one.navigateToFeedItemDetail(feedItemID)

sforce.one.navigateToRelatedList(relatedListId, parentRecordId)

sforce.one.navigateToList(listViewId, listViewName, scope)

sforce.one.createRecord(entityName, recordTypeId)

sforce.one.editRecord(recordId)

Adapt if( (typeof sforce != 'undefined') && (sforce != null) ) {

// Salesforce1

} else {

// Desktop

}

Salesforce1 and FinancialForce Accounting •  Use Case

•  Collaborative Collections / 360º BackOffice •  Invoice Conversation

•  Credit Limit Conversation

•  Raise Account

•  Etc.

•  Implementation Lets use what Salesforce1 has for us!

Implementation Element: Flexipage Implementation

1.  FlexiPage

What is it ?!

Setup à Create à Tabs

Flexipage Metadata

•  List Views •  Recent Records

•  Global Chatter Actions

Salesforce1 and FinancialForce Accounting •  Implementation

•  FlexiPage •  List Views

•  Recent Records

•  Global Chatter Actions

Salesforce1 and FinancialForce Accounting •  Implementation

•  Mobile Card

What is it?

It is like an inline Visualforce

page for mobile devices only.

Salesforce1 and FinancialForce Accounting

•  Implementation •  Custom Action

•  Visualforce

•  JQuery Mobile

Invoice Conversation Salesforce1 demonstration

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Stephen Willcock

Director of Product Innovation at

FinancialForce.com @stephenwillcock

Carolina Ruiz

Principal Developer, Product Innovation at

FinancialForce.com @CarolEnLaNube