Salesforce Chatter

Activities in Process Builder

You can use out-of-the-box activities for Salesforce Chatter to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

The following activities are available for Salesforce Chatter:

• Send Or Reply Private Chatter Message
• Post Feed To Chatter User
• Join Chatter Group
• Create Chatter Group
• Delete Chatter Group
• Post Feed To Chatter Group
• Comment To Chatter Feed
• Update User Profile

For more information, refer to the process activities for Salesforce Chatter in Process Builder.

Reminders and Notifications

You can use Salesforce Chatter to send reminders and other types of notifications.

For more information, refer to Chatter notification templates.

Access Tokens

You can create access tokens for Salesforce Chatter.

An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, application designers can simply select and reuse it, rather than entering the credentials each time they are needed.

For more information, refer to Access Token for Salesforce.

AgileConnectors

AgileConnector are available for this integration.

For more information, refer to Administration for Out-of-the-Box AgileConnectors.

• Salesforce Chatter tab
• Access Token for Salesforce
• Configure Chatter Notifications for Human Tasks
• Create or Change a Chatter Template in the Application Builder
• Chatter Hashtag AgileConnector - AgilePoint NX OnPremises or AgilePoint NX PrivateCloud.

Examples

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Salesforce Chatter Documentation

Use these links to find third-party vendor documentation for Salesforce Chatter:

• https://www.salesforce.com/in/products/chatter/getting-started/basic-user-guide/
• https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/connectAPI_overview.htm

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Keywords

Salesforce Chatter, Chatter, notification, reminder, message, IM, instant message, instant messaging