Salesforce Chatter Integration
What is it?
The Salesforce Chatter widget Integrations widget provides a portal into your Salesforce environment, allowing you to view and add to your Salesforce Chatter feed.
Features and functionality
The Salesforce integration widgets provide many of the features available in the Salesforce web interface:
You can add plain-text posts to the chatter feed through the Share tab.
You can share a link via the Link tab. This requires a URL and can include a description, which will appear as the linked text, and plain-text comments.
You can upload a file to share and include a plain text comment to go along with it.
Create a poll
You can create a quick poll that others can vote on in the Poll tab with up to ten options.
You can search existing chatter entries in the search tab.
You can comment on any post in the chatter feed. Comments are always plain-text and are not threaded.
You can Like any post or comment.
You can directly address individuals by typing the “@” symbol followed by their name. Options will appear which you can select.
- Only English language use is supported in the Salesforce Chatter integration.
- Files cannot be posted from the Igloo file system.
- Firefox on Android mobile devices is not compatible with Salesforce Chatter.
- Salesforce imposes API limits “per user per hour” which may result in some users unable to access this widget at certain times.
How to add a Salesforce Chatter widget
Step 0: Enable CORS
Salesforce integration widgets require CORS to be enabled in your Salesforce instance. Follow the instructions here to enable CORS.
Step 1: Add a widget
Add an Integrations widget to your page. Follow the steps outlined in the Widgets article for adding widgets, and select the Integrations widget.
Step 2: Select Salesforce Chatter
Edit the widget and select the Salesforce Chatter option from the list.
Step 3: Enter your Salesforce instance URL
Enter the full URL for your Salesforce instance. Ex. https://na34.salesforce.com
Step 4: Select your instance type
Use the dropdown to select whether you are connecting to a production or sandbox instance of Salesforce.
Step 5: Select your feed type
Select which feed type you want to display. The options are: community, group, topic, opportunity, or account.
Step 6: Enter the feed name
Enter the full name of the feed you want the widget to display.
Note: Setting the field type to Community, and a feed name of “internal” will show the user’s default feed.
Step 7: Configure advanced options (optional)
Selecting Advanced Options will expand a list of additional features. You can enable or disable them as appropriate.
Feed Size - Use this option to set the maximum number of posts to show inside the widget.