Salesforce Chatter

A messaging and social network for business from Salesforce.

Integrations and Connectors

AgilePoint NX integrates in these ways with Salesforce Chatter:

  • Activities in Process Builder
  • Reminders and Notifications
  • Access tokens
  • Launch Apps with Chatter Hashtags

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.


Salesforce Chatter Activities

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.


Salesforce Chatter notification configuration screen

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.


Salesforce Access Token Configuration screen

AgileConnectors

AgileConnector are available for this integration.

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

Related Topics

Salesforce Chatter Documentation

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

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Keywords

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