- Kirjoittanut Webmaster 11.12.2013
What is Chatter Publisher? Definition of main terms
Chatter Publisher enables record creation (object record or task) directly within Chatter. By using Chatter Publisher you can make your process faster and save time & money since your sales people are able to create those records with their mobile devices without logging into Salesforce. To utilize this new powerful and extremely mobile feature it is necessary to create a global action, and insert this into Chatter layout to enable it also into mobile enviroment. Here is how to do it:
How shall we do it ? Process with different stages
1. Create a Global action and its layout
First, you have to create a global action (Setup / Create / Global action / New).
Then you have to choose the type of action (new record or new log) and the object. You have to choose a label and a name for it and save it.
Upon save, you are redirected to the global action’s layout page, where you can arrange the layout as you want.
Warning : Don't forget all mandatory fields in the global action layout
2. Create a compact layout for the object
A compact layout is a resume with the basic information for a record on Chatter.
3. Edit the Chatter layout
First you have to create a custom Chatter Layout (Setup / Customize / Chatter / Publisher Layouts).
Finally, you just have to add the new action to the Chatter layout with the classic “drag and drop”.
An example with BiiT’s “Time” custom object, would look like this :
Why ? Benefits from the Chatter Publisher
Thanks to Global Actions and Chatter Publisher, users can save time. Indeed it is possible now to save standard records directly within Chatter, without having to log into Salesforce and insert the record “the classic” way. All of this is possible with mobile devices so your SF users will be happy using it!
And it is also possible to have several Chatter Publisher layouts and attribute them to the different profiles, providing more flexibility for each Salesforce User.
- 11.12.2013HOW TO UTILIZE CHATTER PUBLISHER
- 07.11.2013BIIT TUO MOBIILIAPLIKAATIOITA SALESFORCEEN
- 05.11.2013SALESFORCE CHATTER INTRANET-RATKAISUNA
- 30.10.2013EASY CHARTING IN SALESFORCE
- 30.09.2013SALESFORCE WINTER '14
- 03.09.2013SALESFORCE.COM WINTER 14 IS APPROACHING
- 15.08.2013BIIT SOSIAALISESSA MEDIASSA
- 12.08.2013SYKSYN ASIAKASTILAISUUDET