Dreamforce 2013 - Enhancing the Chatter Feed with Topics and Apex
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This document discusses enhancing Chatter feeds with topics and Apex triggers. It provides an overview of Salesforce's system of topics feature, including recent releases that have focused on topics, expertise and knowledge discovery. It also outlines the topic developer landscape, including using Apex triggers and the Chatter Connect API to work with topics programmatically. Finally, it demonstrates some use cases for topics including auto topic curation, topic analytics/visualization, and enhanced user profiles.
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Dreamforce 2013 - Enhancing the Chatter Feed with Topics and Apex
- 1. Enhancing the Feed with Chatter Topics and Apex Peter Chittum, salesforce.com, Developer Evangelist @pchittum Jon Pappas, salesforce.com, Product Manager @sfdcjp
- 2. Safe harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 3. Jon Pappas Product Manager @sfdcjp Peter Chittum Developer Evangelist @pchittum
- 5. Social Intelligence at Salesforce Influence & Expertise Topics and Trends Recommendations
- 6. System of Topics – GA in Summer ‘13 Reinvented for the enterprise Semantic Topic suggestions to assist Knowledge curated into Topic Pages People and groups talking about topics identified Trending topics upgraded and related topics introduced Suite of 23 features to create an ecosystem
- 7. Past 3 Releases: Topics and Expertise Focus Nov ’14 June ‘13 Feb’14 ` Spring Summer Winter System of Topics GA Platform & Enhancements Next Generation Knowledge Discovery • Topics for Communities • Topic Pages • Topic Page- Publisher • Topic Page- Talking About • Topic Page- Favorites • Topic Page- Recent Files • Topic Page- Related Topics • Topic Page- Groups Talking • Topics Listview • Profiles- Recently Talked About • Groups- Recently Talked About • Topics Reporting • Trending Topics Algorithm Upgrade • Semantic Topic Suggestions • Multi-word Hashtags • Topic Editor on Posts • Topics in Search Results • Follow Topics • Topic Page- Multidimensional Publisher • Topic Influence Pilot • Topic Permission Sets • Topic Triggers • Topics Connect for Apex • Topics for Objects Pilot • Topics Editor Visualforce Component • Knowledgeable People GA • Endorsements GA • Topics in Global Search GA • Topics for Objects GA • Topics as List View Criteria • Knowledgeable for Objects Pilot Topics for Objects Pilot Signup: http://bit.ly/topicsforobjects
- 8. Social Intelligence Extends Across Apps & Devices Mobile Apps Custom & 3rd Party Business Apps Chatter Connect API Access to topics and other sources: recommendations, experts, feeds, profiles, groups, messaging, data and more Reporting Run custom reports and create dashboards to see what people are talking about. AppExchange Extend Topics to 3rd Party Partners in the AppExchange Intranets & Portals
- 10. Topic Developer Landscape: Data and Triggers Topic Topic Assignment FeedItem trigger TopicTrigger on Topic trigger TopicAssignmentTrigger on TopicAssignment (sObject)
- 11. Topic Developer Landscape: Apex and API SELECT Id, EntityId, TopicId FROM TopicAssignment SOQL/DML: https://eu2.salesforce.com/services/data/v29.0/connect/topics/trending REST: ConnectApi.Topics.getRecentlyTalkingAboutTopicsForUser(null,u.Id).topics Chatter Connect API Namespace: Topics
- 12. Topic Developer Landscape: UI <topics:widget entity="{!itemId}" />
- 13. Topics Use Cases Topic Auto Curation with Triggers Topic Analytics and Visualization with Visualforce Topic Actions with Triggers
- 15. Topic Auto Curation DevZone DF13 Dreamforce 13 Dreamforce 2013 Heathcare GirlyGeeks GirlGeeks GirlyGeek Dreamforce Healthcare Housing Healtcare Developer Hotel
- 16. Solution: Trigger and Custom Setting Topic Topic Assignment FeedItem (sObject) “Bad” Topic Alternate Topic Remove Target? Dreamforce 2013 DF13 ☐ Heathcare Healthcare
- 17. Demo
- 18. Lessons Learned ✔ Recursive trigger ✔ Administration-enabled code ✔ Clean up existing “bad” topics ✔ Duplicate topic assignment forbidden ✔ topics:widget for topic page navigation redirection
- 20. Standard Reporting: Who is Talking About?
- 21. What Am I Talking About? Custom JS Libraries Visualforce Charting
- 22. Compare My Topics with All Topics
- 23. Enhanced Chatter Profile with Sub-Tab
- 24. Demo
- 25. Lessons Learned ✔ Subtabs for exposing information about users ✔ Visualforce Charting = Easy ✔ Visualforce Charting Data = Case Sensitive Property Names ✔ Lot’s of JS libs for custom presentation ✔ Use of ConnectApi when Appropriate
- 27. Old Story, New Twist
- 28. FeedItem Trigger vs TopicAssignment Trigger Topic Assignment Topic is first class entity Case/space insensitive ConnectApi Feed Item Hashtag Requires text parsing Topic Topic Assignment FeedItem
- 29. Demo
- 30. What Else? Topic Automatic Subscribe Rules More Enhanced Analytics/Visualization Topic Administration with Visualforce Topic Description Population from Web Topic Naming Rules
- 31. Coming in Spring ’14 Topics for Objects Knowledgeable People & Endorsements Topics in Global Search
- 32. More Resources Invite to Topics Developer Community: http://bit.ly/topicscommunity Topics for Objects Pilot Signup: http://bit.ly/topicsforobjects 1. Topics for Objects Admin Panel 2. Topics Editor Visualforce Component 3. APIs to fetch data and manipulate
- 33. Jon Pappas Product Manager, @sfdcjp Peter Chittum Developer Evangelist, @pchittum
Editor's Notes
- #10: We will look at the places where topics can be extended
- #11: Topic schema. Topics attached to FeedItem (one day other objects) with TopicAssignment Topic and Topic Assignment are trigger-enabled
- #12: SOQL and DML for direct DB access REST API for calls from external systems ConnectApi namespace Apex for
- #15: Kind of a made up term. Definition: automatic management of topics
- #16: Topics with a single meaning can become fractured You might want to pick topics as “winners” Some topics might just be typos or need to be removed
- #19: Hide this slide and use the next when publishing to slideshare
- #20: Use this slide when publishing to slideshare