Activity Forums Salesforce® Discussions How does Salesforce chatter integration work?

  • Manpreet

    Member
    May 22, 2017 at 5:51 am

    Hi Abhay,

    Salesforce Chatter is a real-time collaboration tool that facilitates information-sharing across a social network. When Chatter integrates, the Chatter news feeds display using a Search Results List Widget on a Dashboard.

    To integrate Chatter with CSM, export Chatter news feeds to a CSV file using the Salesforce Apex Data Loader interface. The create a Stored Import to point to the CSV file and use the CSM Import Data Wizard to import the CSV file into a CSM Business Object that is designated to store the Chatter data (typically, a new Business Object). After the data imports into CSM, the User builds a Search Results List Widget to display the news feed on a CSM Dashboard. This data export and import can be configured to run on a scheduled basis using the CSM Scheduler.

    Steps to Integrate : 

    1.) Export data from Chatter to a CSV file (ex: NewsFeed.csv) using the Salesforce Apex Data Loader. Refer to the Apex Data Loader Documentation to determine which fields should be exported to the CSV file.

    2.) Create a Salesforce Chatter Business Object to house the Chatter CSV data (ex: NewsFeed data). The Business Object should include:Type: Major Object.
    Name: NewsFeed.
    Fields: Add a field to match each column in the Chatter CSV file.
    3.) Import the CSV data into the new Salesforce Chatter Business Object:Create a CSV Stored Import, then use the Import Data Wizard to run a one-time import of the CSV data.
    When prompted, import the Chatter CSV file into the new Salesforce Chatter Business Object.

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    When prompted, define how columns from the CSV file are mapped to fields in the Salesforce Chatter Business Object.

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    4.) Create a Search Results List Widget, and then add it to a Dashboard to display Salesforce Chatter data in CSM.

    Thanks.

  • Louis

    Member
    June 2, 2017 at 11:08 am

    Hi,

    I found following resources that can be helpful..

    https://cherwellsupport.com/webhelp/en/5.0/15651.htm

     

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