Chatter Publisher Actions provide a new way of interacting with Salesforce applications, allowing users to take control of records and processes from within the Chatter feed. As a key component of Salesforce1, Publisher Actions are also inherently mobile. Join us as we demonstrate specific use cases, and code examples to help developers take advantage of this new feature of the Force.com platform.

1. Chatter Publisher Actions and
Salesforce1
a practical introduction to Chatter Publisher Actions
Stephen Willcock, FinancialForce.com, Director of Product Innovation
@stephenwillcock
Carolina Ruiz Medina, FinancialForce.com, Principal Developer in Product Innovation
@CarolEnLaNube

2. All about FinancialForce.com
Revolutionizing the Back Office
#1 Accounting, Billing and PSA Apps on the Salesforce platform
 Native apps
 San Francisco HQ, 595 Market St
 R&D in San Francisco, Harrogate UK, and Granada ES
 We are hiring! Meet us at Rehab!

3. Salesforce One and Chatter Publisher Actions
Mobile
Mobile
Notifications
Flexipages
Mobile Cards
Force.com
Chatter
Publisher
Actions
Force.com
Social
Social

4. Take a micro-moment…
Salesforce Chatter Mobile Makes Every Moment Count
New Chatter Mobile is the world’s first social and mobile
application that will allow employees to take any business action
instantly, from anywhere... With the new customizable
publisher, companies will be able to create actions that
empower employees to perform custom business activities...
Now, employees will get valuable work done in every micromoment—all from the Chatter feed.
Salesforce press release - July 2013

5. What are Chatter Publisher Actions?
Never mind about Publisher Actions…
what is the Chatter Publisher?

6. What are Chatter Publisher Actions?


7. Chatter Publisher Actions
Custom
Canvas
Visualforce
Canvas
Create
Update
Object
Global
Clicks-not-code
Mobile smart actions
Default actions
Log a Call

8. Actions in use
Global
Global
Publisher
Publisher
Layouts
Layouts
Objects
Objects
Mobile
Mobile
Salesforce
Salesforce
One
One
User
User
Profiles
Profiles
Desktop
Desktop
Standard UI
Standard UI
Record
Record
Types
Types
Page
Page
Layouts
Layouts

9. When to use custom actions
• Retrieve data from / update related records
• Multiple update / create
• Logic
• Respond to user interaction
• Calculation / process
• Call APIs

10. Custom Action use cases
Create case on Account
• Query other related records
• Apply logic to available values and guide the user
Time recording against Tasks
• Query related records and make a calculation based on them
• Insert or update related records depending on outcome


11. Implementation options
• Classic Visualforce
• Visualforce form submit
• AJAX Visualforce
• much Visualforce is valid, although some is not useful!
• Javascript Remoting + HTML/CSS/JavaScript
• Hybrid: Visualforce + HTML/CSS

12. Design considerations
• Recommended limit to 9 actions (including standard) per layout
• Custom action Visualforce page rendered in IFRAME
• Height must be specified and is fixed
• Take care when reaching outside of IFRAME
• Design for mobile and browser
• Compromise
• Adapt
• Micro-moments

13. Design considerations: action lifecycle
Desktop / Web UI
Model
Cyclic
Mobile / Salesforce1
Modal
Redirect
APIs
Publisher Refresh (feed)
Submit action

14. Plain old Visualforce
<apex:page standardcontroller="Account"
extensions="AccountActivityTimeActionController"
showHeader="false">
<apex:form >
<apex:selectList value="{!SelectedTask}" multiselect="false"
label="Task" size="10" style="width:100%;">
<apex:actionSupport event="onchange" action="{!changeTask}"
rerender="logPanel"/>
<apex:selectOptions value="{!SelectableTasks}"/>
</apex:selectList>

15. Plain old Visualforce
<apex:outputPanel id="logPanel">
<apex:repeat var="item" value="{!log}”>{!item}<br/></apex:repeat>
</apex:outputPanel>
</apex:form>
</apex:page>

16. Publisher APIs
<script type='text/javascript' src='/canvas/sdk/js/publisher.js'/>

17. Refresh feed (desktop)
Sfdc.canvas.publisher.publish({ name: 'publisher.refresh',
payload: {feed:true}
});

18. Submit hook (Salesforce1)
Sfdc.canvas.publisher.subscribe({name: "publisher.showPanel",
onData:function(e) {
Sfdc.canvas.publisher.publish({name:
"publisher.setValidForSubmit", payload:"true"});
}});
Sfdc.canvas.publisher.subscribe({ name: "publisher.post",
onData: function(e) {
alert("call some remote action here");
Sfdc.canvas.publisher.publish({ name: "publisher.close",
payload:{ refresh:"true" }});
}});

19. Redirect (Salesforce1)
sforce.one.navigateToSObject(recordId,view)
sforce.one.navigateToURL(url)
sforce.one.navigateToFeed(subjectId, type)
sforce.one.navigateToFeedItemDetail(feedItemID)
sforce.one.navigateToRelatedList(relatedListId, parentRecordId)
sforce.one.navigateToList(listViewId, listViewName, scope)
sforce.one.createRecord(entityName, recordTypeId)
sforce.one.editRecord(recordId)

20. Adapt
if( (typeof sforce != 'undefined') && (sforce != null) ) {
// Salesforce1
} else {
// Desktop
}

21. Salesforce1 and FinancialForce Accounting
• Use Case
• Collaborative Collections / 360º BackOffice
•
Invoice Conversation
•
Credit Limit Conversation
•
Raise Account
•
Etc.
• Implementation
Lets use what Salesforce1 has for us!

22. Implementation Element: Flexipage
Implementation
1. FlexiPage
What is it ?!
Setup  Create  Tabs

23. Flexipage Metadata
• List Views
• Recent Records
• Global Chatter Actions

24. Salesforce1 and FinancialForce Accounting
• Implementation
• FlexiPage
•
List Views
•
Recent Records
•
Global Chatter Actions

25. Salesforce1 and FinancialForce Accounting
• Implementation
• Mobile Card
What is it?
It is like an inline Visualforce
page for mobile devices only.

26. Salesforce1 and FinancialForce Accounting
• Implementation
• Custom Action
•
Visualforce
•
JQuery Mobile

27. Invoice Conversation
Salesforce1 demonstration


28. Stephen Willcock
Carolina Ruiz
Director of Product
Innovation at
FinancialForce.com
@stephenwillcock
Principal Developer, Product
Innovation at
FinancialForce.com
@CarolEnLaNube