tibbr for Salesforce.com App · 2016-05-12 · tibbr for Salesforce.com App: Administrator and User Guide Preface |ix Typographical Conventions The following typographical conventions

Two-Second Adv

tibbr® for Salesforce.com App

Administrator and User GuideSoftware Release 1.0December 2013

antage®

Important Information

SOMETIBCOSOFTWAREEMBEDSORBUNDLESOTHERTIBCOSOFTWARE.USEOFSUCHEMBEDDEDORBUNDLEDTIBCOSOFTWAREISSOLELYTOENABLETHEFUNCTIONALITY(ORPROVIDELIMITEDADD-ON FUNCTIONALITY) OF THE LICENSED TIBCO SOFTWARE. THE EMBEDDED OR BUNDLEDSOFTWARE IS NOT LICENSED TO BE USED OR ACCESSED BY ANY OTHER TIBCO SOFTWARE OR FORANY OTHER PURPOSE.

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This document contains confidential information that is subject to U.S. and international copyright laws andtreaties. No part of this document may be reproduced in any form without the written authorization of TIBCOSoftware Inc.

TIBCO, Two-Second Advantage, TIBCO Hawk, TIBCO Rendezvous, TIBCO Runtime Agent, TIBCOActiveMatrix BusinessWorks, TIBCO Administrator, TIBCO Designer, TIBCO ActiveMatrix Service Gateway,TIBCO BusinessEvents, TIBCO BusinessConnect, and TIBCO BusinessConnect Trading CommunityManagement are either registered trademarks or trademarks of TIBCO Software Inc. in the United States and/orother countries.

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Copyright © 1999-2013 TIBCO Software Inc. ALL RIGHTS RESERVED.

TIBCO Software Inc. Confidential Information

| iii

Contents

Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .v

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii

Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viiitibbr Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viiiThird-Party Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii

Typographical Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

TIBCO Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiHow to Join TIBCOmmunity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiHow to Access TIBCO Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiHow to Contact TIBCO Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii

Chapter 1 Administering and Configuring the Salesforce App. . . . . . . . . . . . . . . . . . . . . . . . . . .1

Installing the tibbr Salesforce App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Creating a Connected App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Configuring Recent Activity Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Configuring the tibbr Salesforce App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4Managing Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4Managing App Administrators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6Managing Quick Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Installing tibbr on Salesforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9Installing the App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9Configuring the App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11Adding tibbr to Salesforce Home Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12Adding tibbr to Salesforce Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14Using Sample tibbr Layout for Opportunity Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26Addendum: Editing tibbr Package Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28

Chapter 2 Using the Salesforce App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Enabling and Accessing the App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Working With the App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33Starting on the Home Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33Following Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34Viewing Records Or Conversations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35Viewing Accounts and Other Record Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36Commenting on Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

tibbr for Salesforce.com App: Administrator and User Guide

iv | Contents

Accessing Salesforce or Record Wall in Salesforce App. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Viewing Record Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Viewing Recent Activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38


Tables | v

Tables

Table 1 General Typographical Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

Table 2 Syntax Typographical Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x


vi | Tables


| vii

Preface

tibbr® is the first workplace communication tool with which you can followsubjects that relate to your work and interests besides following people as you doin typical social networking applications. That way, you have much moreflexibility in obtaining the right information at the right time in the right context.In fact, the information will find you.

With the tibbr for Salesforce.com app, you can collaborate with your colleagueson Salesforce records that are of interest to you. That is, you can browse, share, orcomment on the records. tibbr displays as posts on your wall the comments thatcontain @ mentions of your name.

Topics

• Related Documentation, page viii

• Typographical Conventions, page ix

• TIBCO Resources, page xii

This software may be available on multiple operating systems. However, notall operating-system platforms for a specific software version are released atthe same time. See the readme file for the availability of this software versionon a specific operating-system platform.


viii | Related Documentation

Related Documentation

This section lists documentation resources you might find useful.

tibbr DocumentationThe following documents form the tibbr documentation set:

• tibbr, tibbr Service, tibbr Community, and tibbr Community Service Installation andConfiguration This manual, also available in both PDF and HTML, is targetedfor administrators of tibbr deployments. It describes the procedures forinstalling and configuring tibbr.

• tibbr, tibbr Service, tibbr Community, and tibbr Community Service How-ToGuide This task-oriented guide tells you how to use tibbr. The topics includefollowing and posting to people and subjects, setting up event streams, andcreating subjects. This guide, available in both PDF and HTML, is alsoaccessible through the tibbr Web interface at http://tibbr-host/doc, wheretibbr-host is the address of your tibbr installation.

• tibbr for Salesforce.com App: Administrator and User Guide This manual,available in PDF, describes how to enable, configure, and use the Salesforceapp on tibbr. Note: This app requires a separate license.

• tibbr, tibbr Service, tibbr Community, and tibbr Community Service ReleaseNotes This document, available in PDF, describes the new and changedfeatures and known and closed issues for the current release.

In addition, the tibbr API Reference manual, previously available as part of thedocumentation set, now resides in the Developer Center tab in the left panel ofthe tibbr home page.

Third-Party DocumentationRead about the YAML data serialization standard athttp://www.yaml.org/ andhttp://en.wikipedia.org/wiki/YAML.


http://www.yaml.org/

http://en.wikipedia.org/wiki/YAML

Preface | ix

Typographical Conventions

The following typographical conventions are used in this manual.

Table 1 General Typographical Conventions

Convention Use

ENV_NAME

TIBCO_HOME

ProductAcronym_HOME

TIBCO products are installed into an installation environment. A productinstalled into an installation environment does not access components in otherinstallationenvironments.Incompatibleproductsandmultipleinstancesofthesame product must be installed into different installation environments.

An installation environment consists of the following properties:

• Name Identifies the installation environment. This name is referenced indocumentation as ENV_NAME. On Microsoft Windows, the name isappended to the name of Windows services created by the installer and is acomponent of the path to the product shortcut in the Windows Start > AllPrograms menu.

• Path The folder into which the product is installed. This folder isreferenced in documentation as TIBCO_HOME.

TIBCO ProductName installs into a directory within TIBCO_HOME. Thisdirectory is referenced in documentation as ProductAcronym_HOME. Thedefault value of ProductAcronym_HOME depends on the operating system. Forexample, on Windows systems, the default value isC:\tibco\ProductAcronym\ReleaseNumber.

code font Code font identifies commands, code examples, file names, path names, andoutput displayed in a command window. For example:

Use MyCommand to start the foo process.

bold code font Bold code font is used in the following ways:

• In procedures, to indicate what a user types. For example: Type admin.

• In large code samples, to indicate the parts of the sample that are ofparticular interest.

• In command syntax, to indicate the default parameter for a command. Forexample, if no parameter is specified, MyCommand is enabled:MyCommand [enable | disable]


x | Typographical Conventions

italic font Italic font is used in the following ways:

• To indicate a document title. For example: See TIBCO ActiveMatrixBusinessWorks Concepts.

• To introduce new terms For example: A portal page may contain severalportlets. Portlets are mini-applications that run in a portal.

• To indicate a variable in a command or code syntax that you must replace.For example: MyCommand PathName

Keycombinations

Key name separated by a plus sign indicate keys pressed simultaneously. Forexample: Ctrl+C.

Key names separated by a comma and space indicate keys pressed one after theother. For example: Esc, Ctrl+Q.

The note icon indicates information that is of special interest or importance, forexample, an additional action required only in certain circumstances.

The tip icon indicates an idea that could be useful, for example, a way to applythe information provided in the current section to achieve a specific result.

The warning icon indicates the potential for a damaging situation, for example,data loss or corruption if certain steps are taken or not taken.

Table 1 General Typographical Conventions (Cont’d)

Convention Use

Table 2 Syntax Typographical Conventions

Convention Use

[ ] An optional item in a command or code syntax.

For example:

MyCommand [optional_parameter] required_parameter

| A logical OR that separates multiple items of which only one may be chosen.

For example, you can select only one of the following parameters:

MyCommand para1 | param2 | param3


Preface | xi

{ } A logical group of items in a command. Other syntax notations may appearwithin each logical group.

For example, the following command requires two parameters, which can beeither the pair param1 and param2, or the pair param3 and param4.

MyCommand {param1 param2} | {param3 param4}

In the next example, the command requires two parameters. The first parametercan be either param1 or param2 and the second can be either param3 or param4:

MyCommand {param1 | param2} {param3 | param4}

In the next example, the command can accept either two or three parameters.The first parameter must be param1. You can optionally include param2 as thesecond parameter. And the last parameter is either param3 or param4.

MyCommand param1 [param2] {param3 | param4}

Table 2 Syntax Typographical Conventions (Cont’d)

Convention Use


xii | TIBCO Resources

TIBCO Resources

You have three ways in which to connect with TIBCO’s resources.

How to Join TIBCOmmunityTIBCOmmunity is an online destination for TIBCO customers, partners, andresident experts. It is a place to share and access the collective experience of theTIBCO community. TIBCOmmunity offers forums, blogs, and access to a varietyof resources. To register, go to http://www.tibcommunity.com.

How to Access TIBCO DocumentationYou can access the documentation for many supported product versions here:

http://docs.tibco.com

How to Contact TIBCO SupportFor comments or problems with this document or the software it addresses,contact TIBCO Support as follows:

• For an overview of TIBCO Support and information about getting startedwith TIBCO Support, visit this site:

http://www.tibco.com/services/support

• If you already have a valid maintenance or support contract, visit this site:

https://support.tibco.com

Entry to this site requires a user name and password. If you do not have a username, click Register with Support.


http://www.tibcommunity.com

http://docs.tibco.com

http://www.tibco.com/services/support

https://support.tibco.com

| 1

Chapter 1 Administering and Configuring theSalesforce App

This chapter, intended for app administrators, explains how to install andconfigure the tibbr for Salesforce.com App (called tibbr Salesforce apphereinafter)foryourorganization,suchasaddingordeletingobjects,editingtheirnames, and adding or deleting app administrators.

Also described are the procedures for configuring the tibbr Salesforce app and forinstalling tibbr on Salesforce.

Topics

• Installing the tibbr Salesforce App, page 2

• Configuring the tibbr Salesforce App, page 4

• Installing tibbr on Salesforce, page 9


2 | Chapter 1 Administering and Configuring the Salesforce App

Installing the tibbr Salesforce App

This section describes how to install the tibbr Salesforce app and how to displayrecent activities.

Creating a Connected AppTo install the tibbr Salesforce app and make it available to users, follow theprocedure below.

1. Log in to Salesforce at https://login.salesforce.com.

2. Follow the procedure at—http://help.salesforce.com/apex/HTViewHelpDoc?id=connected_app_create.htm&language=th

3. In the API (Enable OAuth Settings) section of the connected-app screen:

a. Select Enable OAuth Settings.

b. Type the following in the Callback URL field:https://sfapp.tibbr.com/salesforce_app/home/callback

c. Under Selected OAuth Scopes, specify the scopes as shown in thescreenshot below.

For details on the scopes, go tohttps://help.salesforce.com/apex/HTViewHelpDoc?id=remoteacce

ss_oauth_scopes.htm&language=en

Afterwards, Salesforce outputs a consumer key and a consumer secret thatcontain multiple numbers. Keep them for step 7.


Installing the tibbr Salesforce App | 3

4. Enable API access for your Salesforce users, as follows:

a. Click Setup in the top right corner and then, in the left panel, expandAdministration Setup and then click Manage Users followed by Profiles.

b. Click the Edit link to the left of the profile you would like to update, forexample, Standard User.

c. In the Profile Edit page that is displayed, select API Enabled underAdministrative Permissions. Click Save.

5. Perform the steps in the section Marketplace Apps in Chapter 3 of the tibbrInstallation and Configuration manual.

tibbr displays the License Key Validation dialog box.

6. Type the app’s license key in the text field and click Validate.

7. In the Salesforce App Configuration pane that is displayed on a click of SetUp in the My Company Apps tab, enter the appropriate values in the textfields, as follows:

— Salesforce Client Id: The consumer key from the preceding section.

— Salesforce Client Secret: The consumer secret from the preceding section.

— Host: https://login.salesforce.com

— API Version: 28.0

Note: The Salesforce App works with an API version of 28.0 or higher.

8. Click Save.

Configuring Recent Activity SettingsTo ensure that results are displayed in the app’s Recent Activity section, enableTracking Field History in your Salesforce org:

• For the procedure for standard objects, see—

https://help.salesforce.com/HTViewHelpDoc?id=tracking_field_history_for_standard_objects.htm&language=en_US

• For the procedure for custom objects, see—

https://help.salesforce.com/HTViewHelpDoc?id=tracking_field_history_for_custom_objects.htm&language=en_US



Configuring the tibbr Salesforce App

To configure the tibbr Salesforce app, first click Settings at the right end of the topbanner. You are then in the Objects tab by default.

Managing ObjectsIn the Objects tab is the Manage Objects page, which, on your first access,displays four objects that are seeded by default by the Setup screen.

Adding Objects and Specifying Their Fields

To add a Salesforce object:

1. On the Manage Objects page, click Add Object near the top right corner.

The Add an Object page is displayed.

2. Choose the object you would like to add from the Object pull-down menu.

Each object contains a predefined set of fields. As soon as you have chosen anobject to be added, the related fields are displayed in the Available Fields paneunder Fields.

Specifying, Rearranging the Order Of, Or Renaming Object Fields

To specify the fields for an object:

1. Click one or more field names in the Available Fields pane.

2. Click the right arrow between the two panes. Alternatively, drag and drop afield from the Available Fields pane to the Selected Fields pane.

The selected fields are then displayed in the right pane, Selected Fields.

• Some fields are composite fields, that is, they contain fields, which aredisplayed on a click of the field name.

• You can have the title of the related record match the value of a field name, forexample, Account.Owner. To do so, click the edit icon to open the Rename aField dialog box and then select the option at the bottom: Make the value ofthe above name the record title for your record wall.


Configuring the tibbr Salesforce App | 5

To rearrange the order of the fields under Selected Fields, drag and move a fieldname to the desired position on the list.

To rename an object field you have selected:

1. Click the edit icon to the right of the field name under Selected Fields.

The Rename a Field dialog box is displayed.

2. Type the name that you desire under Field Name.

A field name can comprise multiple words. Feel free to separate them withspaces.

3. Optional. Select the option Make the value of the above name the recordtitle for your record wall under Field Name.

4. Click Save.

Deleting Objects

tibbr “soft-deletes” objects in the Salesforce app, meaning that they continue toexist in the database and that you can undelete them.

To delete an object:

1. On the list of objects on the Manage Objects page, locate the object you wouldlike to delete.

2. Click the Delete.

The Confirm Delete dialog box is displayed, in which you are prompted toconfirm the deletion.

3. Click OK.

Undeleting Objects

To undelete an object:

1. On the list of objects on the Manage Objects page, locate the object you wantto undelete.

2. Click Undelete.

The Confirm Undelete dialog box is displayed, in which you are prompted toconfirm that you would like to undelete that subject.

3. Click OK.



Managing App AdministratorsYou can add or delete administrators for the tibbr Salesforce app.

Adding App Administrators

To add one or more app administrators:

1. Click the App Administrators tab at the top.

The Manage App Administrators page is displayed.

2. Type in the text field one or more names of the app administrators you wouldlike to add.

Once you have typed a few keystrokes, tibbr displays a list of possiblematches from which you can make a choice.

3. Click +Add.

Deleting App Administrators

To delete an app administrator:

On the Manage App Administrators page, click the X symbol to the right ofthe name of the app administrator you would like to delete.

The Delete App Administrators dialog box is displayed, in which you areprompted to confirm the deletion.


Configuring the tibbr Salesforce App | 7

Managing Quick LinksAs a convenience to users, you can add quick links of interest for the Salesforceapp. Subsequently, those links are displayed in the Quick Links pane in the rightpanel in each of the tabs below the top banner. You can edit or delete those links.

Adding Quick Links

To add a quick link:

1. Click the Quick Links tab at the top.

The Manage Quick Links page is displayed, along with all the quick linksthat you have specified, if any, for the Home tab and for each of the objecttabs: Accounts, Opportunities, Cases.

2. Click + Quick Link to the right of an object title.

The Add Quick Link dialog box is displayed.

3. Fill in the Title and URL fields with the title and URL of the quick link, asappropriate.

4. Optional. Under Link Icon, do either of the following:

— Select Upload a new icon and click Choose File to open the file browserfrom which to specify an icon file in your computer.

— Select Specify an icon from previous uploads and click one of the iconsthat are shown.

5. Click Save.

Editing Quick Links

To edit a quick link:

1. On the Manage Quick Links page, click the edit icon to the right of the quicklink you would like to edit.

The Edit Quick Link dialog box is displayed, in which the Title and URLfields are prefilled with their current values.

2. Edit the Title and URL fields, as desired.

3. Optional. Under Link Icon, do either of the following:

— Select Upload a new icon and click Choose File to open the file browserfrom which to specify an icon file in your computer.

— Select Specify an icon from previous uploads and click one of the iconsthat are shown.

4. Click Save.



Deleting Quick Links

To delete a quick link:

1. On the Manage Quick Links page, click the X symbol at the right end of thename of the quick link you would like to delete.

The Delete Quick Link dialog box is displayed, in which you are prompted toconfirm the deletion.

2. Click OK.


Installing tibbr on Salesforce | 9

Installing tibbr on Salesforce

This section walks you through the steps of installing tibbr on Salesforce.

Installing the AppFirst, acquire tibbr from Salesforce AppExchange:

1. Go to https://appexchange.salesforce.com.

2. Type tibbr in the Search text field at the top.

A page that shows a pane with the tibbr app is displayed.

3. Click More.

The tibbr page is displayed.

4. Click Get It Now.

If you are not yet logged in, Salesforce prompts you to do so.

Two buttons are displayed: Install in Production and Install in Sandbox.

5. Click either button, depending on the location in which you would like todeploy tibbr.

Salesforce then takes you to the Package Installation Details screen, on whichare shown tibbr’s version number, product description, and packagecomponents.

6. Click the Continue button above the Package Components table.

The Step 1. Approve Package API Access screen of the tibbr PackageInstaller is displayed, on which are shown the permissions (Read, Create,Edit, and Delete) allowed for the Salesforce objects.



7. Click Next.

The Step 2. Choose security level screen is displayed.

8. Select Grant access to admins only, Grant access to all users, or Selectsecurity settings, as appropriate. Click Next.

Feel free to select Grant access to admins only for now. You can change thesesettings later. See Addendum: Editing tibbr Package Permissions for details.

The Step 3. Install Package screen is displayed along with a message that thepackage is ready to be installed.

9. Click Install.

The installation process, which takes a minute or two, proceeds. When theprocess is complete, Salesforce displays a confirmation message and thedetails of the package. See the example below.



Configuring the AppConfigure the Salesforce app as follows:

1. Click View Components.

The Package Components table is displayed.

2. Click the Application ID link under Package Components.

The Custom Field Definition Detail screen is displayed.

3. Click Edit.

4. Type your tibbr instance’s Salesforce numeric ID in the Help Text field underField Information and click Save.

5. Click Back to Gadget Configurations near the top left corner.

6. Click the Gadget URL link under Custom Fields and Relationships.

7. Click the Gadget URL link under Package Components.

8. Click Edit.



The Custom Field Definition Edit screen is displayed.

9. In the Help Text field under Field Information, edit the domain name (forexample, test.tibbr.com in the preceding screenshot) in the URL to reflectyour site’s domain name (for example, acme.com).

10. Leave the remaining fields as is. Click Save.

Adding tibbr to Salesforce Home PageNext, add tibbr to your Salesforce home page, as follows:

1. Click Setup in the top right corner.

2. In the left panel, expand Customize and then click Home followed by HomePage Layouts.



3. On the Home Page Layouts page that is displayed, click Edit to the left of thename of the layout you would like add to your Salesforce home page.

4. On the Edit Home Layout page for Step 1 that is displayed, select tibbr Wallunder Select Wide Components to Show and then select tibbr Wall Linkunder Select Narrow Components to Show. Click Next.

Below is an example.

5. On the Edit Home Layout page for Step 2 that is displayed, click tibbr WallLink in the Narrow (Left) Column pane and then click the Top, Up, Down, orBottom button to specify where you would like to display that link in the leftcolumn of your Salesforce home page.

6. Do the same with the tibbr Wall item in the Wide (Right) Column pane.



Below is an example.

7. Click Save.

Adding tibbr to Salesforce ObjectsFinally, add tibbr to your Salesforce objects, for example, Account andOpportunity, or other custom objects.

Add tibbr to Standard Salesforce Objects

Add tibbr to a standard Salesforce object by creating a Visualforce (VF) page for aSalesforce object, for example, one called Project__c. Do the following:


2. In the left panel, expand Develop and click Pages.

3. Click New.

The Page Edit screen is displayed

4. Fill in the Label, Name, and Description text fields.

Note: The name under Name must not contain white spaces. Make it oneword or multiple words joined by underscores, for example,tibbr_sales_plan.



5. Place the code segment below in the Visualforce Markup text area.

This example assumes that the page is called Project_tibbr_page.

<apex:page standardController="_Resource" tabStyle="Account"extensions="tibbr.tibbrControllerExtension">

<apex:includeScriptvalue="{!URLFor($Resource.tibbr__tibbr_Connect,'tibbr/pagebus.js')}" />

<apex:includeScriptvalue="{!URLFor($Resource.tibbr__tibbr_Connect,'tibbr/tibbr.pagebus.js')}" />

<apex:includeScript value="{!URLFor($Resource.tibbr__underscorejs)}" /><div id="resource_object"></div><script type="text/javascript">

if (!window.console) {var names = ["log", "debug", "info", "warn", "error", "assert", "dir",

"dirxml","group", "groupEnd", "time", "timeEnd", "count", "trace", "profile",

"profileEnd"];window.console = {};for (var i = 0; i < names.length; ++i)

window.console[names[i]] = function () {}

}var page_url= "{!URLFOR($Action._Resource.View, _resource_obj.id)}";var resource_url = page_url.substring(0, page_url.indexOf("?"));var vfPageUrl = "{!$CurrentPage.URL}";vfPageUrl = vfPageUrl.substring(0, vfPageUrl.indexOf("/apex/"));var tunnelUrl = vfPageUrl +

"{!URLFor($Resource.tibbr__tibbr_Connect,'tibbr/tunnel.html')}";var applicationId =

"{!$ObjectType.tibbr__Gadget_Configurations__c.Fields.tibbr__Application_ID__c.inlineHelpText}";

var gadgetUrl ="{!$ObjectType.tibbr__Gadget_Configurations__c.Fields.tibbr__Gadget_URL__c.inlineHelpText}";

var tibbrUrl = gadgetUrl.substring(0, gadgetUrl.indexOf("gadgets/"));var applicationUrl = tibbrUrl + "web/apps/" + applicationId + "/launch";var resourceTitle = "{!_resource_obj.name}";var resourceKey = "{!_resource_obj.id}";var applicationUrlPrefix = tibbrUrl.substring(0,

gadgetUrl.indexOf("tibbr/")) + "salesforce_app";console.log("the values", tunnelUrl, gadgetUrl, tibbrUrl);window.onload = function(){

var resource = {};resource["type"] = "sf:_resource_obj";resource["title"] = resourceTitle;resource["key"] = resourceKey;resource["url"] = resource_url;resource["app_id"] = applicationId;resource["hmac"] = "{!HMAC}";resource["scope"] = "private";resource["action_links"]= [

{'authorize': 'true','default': 'true',display_target: 'app',



type: 'launch_app',label: 'View in tibbr',

url: applicationUrlPrefix + "/#!/record/"+ resourceKey + "?type=sf:_resource_obj"

},{

'authorize': 'false','default': 'false',display_target: 'browser_tab',type: 'view_in_sf',label: 'View in Salesforce',url: resource_url

}]

resource["custom_properties"] = [];TIB.gadget.init({

tunnelURL: tunnelUrl,gadgetURL: gadgetUrl,gadgets: [

{container: "resource_object", name: "salesforce", queryString:"theme=salesforce&key={!_resource_obj.id}&type=sf:_resource_obj&title=" +resourceTitle + "&client_id=" + applicationId + "&url=" + resource_url +"&sf_email={!$User.Email}" + "&tibbr_url=" + applicationUrl}

]});TIB.PageBus.subscribe("tibco.tibbr.user.selected", function (data) {

window.open(tibbrUrl + "#!/users/" + data.id, '', 'width=1270,height=800');

});TIB.PageBus.subscribe("tibco.tibbr.link.selected", function (data) {

window.open(data.url, '', 'width=1270, height=800');});TIB.PageBus.subscribe("tibco.tibbr.resource.gadget.rendered", function

(a) {var fieldNames = _.pluck(a, 'api').join(", ");Visualforce.remoting.Manager.invokeAction(

'{!$RemoteAction.tibbrControllerExtension.getResource}',fieldNames, '_Resource', '{!_resource_obj.id}',function(result, event){

if (event.status) {if(result != null){

_.each(_.keys(result), function(key){var field = _.find(a, function(val){ return

val.api == key});if(field){resource["custom_properties"].push({"name"

: field.api, "value" : result[key], "label" : field.label, "type" : field.type})}else{resource["custom_properties"].push({"name"

: key, "value" : result[key], "label" : key, "type" : "Object"})}

});}TIB.PageBus.publish("tibco.tibbr.resource.render",

resource);} else if (event.type === 'exception') {

console.log("Exception encountered.");



} else {console.log("Error.");

}},{escape: true}

);})

}</script>

</apex:page>

6. Replace _Resource with the sObject name, for example, Account for theAccount object.

7. In line 24, replace resourceTitlewith the field name that you want to set asthe title of the resource for the current sObject, for example, name for theAccount sObject. In that case, the value of resourceTitle is{!_resource_obj.name}.

8. Replace _resource_obj with the current record name for the VF page. Forexample, replace _resource_obj with opportunity for the OpportunitysObject.

9. Add the VF page you just created to the project_c layout by following thesteps in the section Add the VF Page to a Layout on page 23.

Add tibbr to Custom Salesforce Objects

Follow the procedure below to add tibbr to custom Salesforce objects.

First, create a Controller Extension called tibbrCustomControllerExtension:

1. In Salesforce, click Setup near the top right corner.

2. In the left panel, expand Develop and click Apex Classes.

3. Click New.

Production environments (orgs) do not support creation of Apex classes. Youmust first create the class in the sandbox org and then push it to the productionorg. Ensure a minimum of 75-percent code coverage in the class for shipping theclass from the sandbox to the production org.

For a code-coverage example, see the test case in the tibbr package.



The Apex Class Edit screen is displayed.

4. Place the code segment below in the Apex Class text area.

This example assumes that the custom object is called Project with acorresponding API name of Project__c.

gglobal with sharing class tibbrCustomControllerExtension {private final Project__c obj;public tibbrCustomControllerExtension(ApexPages.StandardController

stdController) {this.obj = (Project__c)stdController.getRecord();

}@RemoteActionglobal static Project__c getResource(String objectName, String type, String

object_id) {if(objectName == '')return null;try{

String query = 'SELECT ';String[] field_names = objectName.split(',');for(Integer i = 0; i < field_names.size(); i++){

if(i == field_names.size()-1){query += field_names[i];

}else{

query += field_names[i] + ', ';}

}//LIMIT 1 to fetch only 1 record. Query optimizationquery += ' FROM ' + type + ' WHERE ID = \'' + object_id + '\' LIMIT 1';Project__c record = Database.query(query);return record;}catch(Exception e){

System.debug('ERROR:' + e);return null;

}}public String getHMAC() {

Schema.DescribeFieldResult clientSecretDescription =tibbr__Gadget_Configurations__c.tibbr__Client_Secret__c.getDescribe();



String current_user_email = UserInfo.getUserEmail();//JWT specific prefixString encoded_jwt_prefix =

EncodingUtil.base64Encode(Blob.valueOf('{"typ":"JWT","alg":"HS256"}'));

//HMAC specific hashString hmac_hash = '{"resource_key":"' + this.obj.id + '","user_email":"' +

current_user_email + '"}';String encoded_hmac_hash =

EncodingUtil.base64Encode(Blob.valueOf(hmac_hash));

//base64 encoded string used to create the hmacString encoded_mac_str = encoded_jwt_prefix + '.' + encoded_hmac_hash;

//hmac creationBlob hmacData = Crypto.generateMac('HMacSHA256',

Blob.valueOf(encoded_mac_str),Blob.valueOf(clientSecretDescription.getInlineHelpText()));

String encryptedHmac = EncodingUtil.base64Encode(hmacData);

//returning the JWT specific encrypted stringreturn encoded_mac_str + '.' + encryptedHmac;

}}

Next, create a VF page for Project__c:


2. In the left panel, expand Develop and click Pages.

3. Click New.



The Page Edit screen is displayed.

4. Fill in the Label, Name, and Description text fields.

5. Place the code segment below in the Visualforce Markup text area.

This example assumes that the page is called Project_tibbr_page.

<apex:page standardController="Project__c" tabStyle="Account"extensions="tibbrCustomControllerExtension">

<apex:includeScriptvalue="{!URLFor($Resource.tibbr__tibbr_Connect,'tibbr/pagebus.js')}" />

<apex:includeScriptvalue="{!URLFor($Resource.tibbr__tibbr_Connect,'tibbr/tibbr.pagebus.js')}" />

<apex:includeScript value="{!URLFor($Resource.tibbr__underscorejs)}" /><div id="resource_object"></div><script type="text/javascript">

if (!window.console) {var names = ["log", "debug", "info", "warn", "error", "assert", "dir",

"dirxml","group", "groupEnd", "time", "timeEnd", "count", "trace", "profile",

"profileEnd"];window.console = {};for (var i = 0; i < names.length; ++i)

window.console[names[i]] = function () {}

}var page_url= "{!URLFOR($Action.Project__c.View, project__c.id)}";var resource_url = page_url.substring(0, page_url.indexOf("?"));var vfPageUrl = "{!$CurrentPage.URL}";vfPageUrl = vfPageUrl.substring(0, vfPageUrl.indexOf("/apex/"));



var tunnelUrl = vfPageUrl +"{!URLFor($Resource.tibbr__tibbr_Connect,'tibbr/tunnel.html')}";

var applicationId ="{!$ObjectType.tibbr__Gadget_Configurations__c.Fields.tibbr__Application_ID__c.inlineHelpText}";

var gadgetUrl ="{!$ObjectType.tibbr__Gadget_Configurations__c.Fields.tibbr__Gadget_URL__c.inlineHelpText}";

var tibbrUrl = gadgetUrl.substring(0, gadgetUrl.indexOf("gadgets/"));var applicationUrl = tibbrUrl + "web/apps/" + applicationId + "/launch";

var applicationUrlPrefix = tibbrUrl.substring(0, gadgetUrl.indexOf("tibbr/")) +"salesforce_app";var resourceKey = "{!project__c.id}";

window.onload = function(){var resource = {};resource["type"] = "sf:project__c";//tibbr specificresource["title"] = "{!project__c.name}";resource["key"] = "{!project__c.id}";resource["url"] = resource_url;resource["app_id"] = applicationId;resource["hmac"] = "{!HMAC}";resource["scope"] = "private";

resource["action_links"]= [{

'authorize': 'true','default': 'true',display_target: 'app',type: 'launch_app',label: 'View in tibbr',

url: applicationUrlPrefix + "/#!/record/"+ resourceKey + "?type=sf:project__c"

},{

'authorize': 'false','default': 'false',display_target: 'browser_tab',type: 'view_in_sf',label: 'View in Salesforce',url: resource_url

}]

resource["custom_properties"] = [];TIB.gadget.init({

tunnelURL: tunnelUrl,gadgetURL: gadgetUrl,gadgets: [

{container: "resource_object", name: "salesforce", queryString:"theme=salesforce&key={!project__c.id}&title={!project__c.name}&type=sf:project__c&client_id=" + applicationId + "&url="+resource_url + "&sf_email={!$User.Email}" +"&tibbr_url=" + applicationUrl}

]});TIB.PageBus.subscribe("tibco.tibbr.user.selected", function (data) {

window.open(tibbrUrl + "#!/users/" + data.id, '', 'width=1270,height=800');

});TIB.PageBus.subscribe("tibco.tibbr.link.selected", function (data) {



window.open(data.url, '', 'width=1270, height=800');});TIB.PageBus.subscribe("tibco.tibbr.resource.gadget.rendered", function

(a) {var fieldNames = _.pluck(a, 'api').join(", ");Visualforce.remoting.Manager.invokeAction(

'{!$RemoteAction.tibbrCustomControllerExtension.getResource}',fieldNames, 'Project__c', '{!project__c.id}',function(result, event){

if (event.status) {if(result != null){

_.each(_.keys(result), function(key){var field = _.find(a, function(val){ return

val.api == key});if(field){resource["custom_properties"].push({"name"

: field.api, "value" : result[key], "label" : field.label, "type" : field.type})}else{resource["custom_properties"].push({"name"

: key, "value" : result[key], "label" : key, "type" : "Object"})}

});}TIB.PageBus.publish("tibco.tibbr.resource.render",

resource);} else if (event.type === 'exception') {

console.log("Exception encountered.");} else {

console.log("Error.");}

},{escape: true}

);})

}</script>

</apex:page>

6. Replace _Resource with the sObject name, for example, Account for theAccount object.

7. In line 24, replace resourceTitlewith the field name that you want to set asthe title of the resource for the current sObject, for example, name for theAccount sObject. In that case, the value of resourceTitle is{!_resource_obj.name}.

8. Replace _resource_obj with the current record name for the VF page. Forexample, replace _resource_obj with opportunity for the OpportunitysObject.

9. Add the VF page you just created to the project_c layout. See the nextsection for the procedure.



Add the VF Page to a Layout

Finally, add the VF page to a layout:

1. Click Setup near the top right corner.

2. In the left panel, expand Create and click Objects.

3. From the Page Layout list, select the layout into which you would like toembed the VF page and click Edit.

The edit section is displayed, as shown here.

4. Drag and drop the Section button to the location in which you would liketibbr to run.

The Section Properties dialog box is then displayed, as below.



5. Type tibbr in the Section Name text field, select Detail Page under DisplaySection Header On, and select 1-Column under Layout, as shown below.Click OK.

6. Click Visualforce Pages in the left panel of the Project Layout pane.

In the adjacent section (below the Quick Find field) is a button labeled withthe name of the VF page that you created. The example below shows a VFpage called Project tibbr Page.

7. Drag and drop the button with the VF page name (Projects tibbr Page in theabove example) to the section that you created.

The page embeds itself into the destination. Mousing over that section in thetop right corner displays two icons: .



8. Click the spanner-shaped icon for the Visualforce Page Properties dialog box.

9. Retain the default of 100% in the Width field, type 800 in the Height field,select Show scrollbars, and leave Show label deselected, as shown below.Click OK.

10. Click Save in the top navigation bar.



Using Sample tibbr Layout for Opportunity PageTo use a sample tibbr layout for the Opportunity page:

1. Go to the Edit Page Layout Assignment screen.

Below is an example of a page layout assignment for Opportunity.

2. In the Profiles column, click a profile, for example, System Administrator, forwhich you would like to assign the tibbr layout.

3. Choose tibbr Layout from the Page Layout To Use drop-down menu andclick Save.

4. Repeat steps 2 and 3 for other user profiles, as necessary.

Here is an example of an Opportunity page.





Addendum: Editing tibbr Package PermissionsTo edit the permissions of your tibbr package:


2. In the left panel, expand App Setup and then click Develop followed byPages.

The Visualforce Pages page is displayed.

3. In the Action column, click the Security link for the tibbr component whosesecurity permissions you would like to edit. The screenshot below shows anexample.



The Enable profile Access for Visualforce Page screen is displayed.

4. In the Available Profiles pane, select the profiles to which you would like togrant access and click the Add button to move them to the Enabled Profilespane.

To disable access for profiles, select them in the Enabled Profiles pane andclick the Remove button to move them to the Available Profiles pane.

5. Click Save.




| 31

Chapter 2 Using the Salesforce App

This chapterdescribes howto accessand workwith the tibbrSalesforce app.Eventhough most of the procedures here pertain to Salesforce account holders (users).this chapter also contains notes and tips for non-Salesforce account holders.

Topics

• Enabling and Accessing the App, page 32

• Working With the App, page 33


32 | Chapter 2 Using the Salesforce App

Enabling and Accessing the App

To enable the Salesforce app:

1. Mouse over Apps in the left panel of your home page and click Explore Apps.

2. In the My Company Apps tab, mouse over the Salesforce icon and click SeeDetails.

The configuration page for the Salesforce app is displayed.

3. Click Enable.

tibbr places the Salesforce icon in the My Apps tab.

To access the Salesforce app:

1. Click Launch App in the Salesforce app icon in the My Apps tab.

These two panes are then displayed:

2. Click Connect.

You are then prompted to log in to Salesforce..

Non-Salesforce account holders: Click Continue in the Not a Salesforce User?pane to go to the Salesforce app. If you have pending invitations for followingrecords there, proceed as appropriate. See the section Invitations for details.

In the absence of pending invitations, request one from a Salesforce user in yourorganization.


Working With the App | 33

Working With the App

The subsections that follow assume that you have a Salesforce account.

Starting on the Home PageOnce logged in to the Salesforce app on tibbr, you are in the Home tab, whichshows the Salesforce records that you are following along with other details, suchas Record Type and Last Updated.

Invitations

Also displayed in the Home tab are invitations, if any, from your colleagues,suggesting that you follow records that they recommend. To accept an invitation,click Follow. Click Ignore to disregard.

Prompt for Following Records

In case you are not following any Salesforce records, tibbr prompts you to do so,displaying a helpful link, Choose Records to Follow:

Click that link to go to the related dialog box and follow the steps in FollowingRecords.

Quick Links

In the right panel is the Quick Links pane with links of interest, as set by the appadministrator. tibbrdisplays thispaneincontext in therecord-typetabsat thetop:Accounts, Opportunities, and so forth.

Non-Salesforce account holders: You must follow records before being able towork with them. To start, request an invitation from a Salesforce account holder.



Following RecordsThe Choose Records to Follow dialog box looks like this:

Do the following:

1. Choose from the Record Type pull-down menu the type of records you wouldlike to follow: Accounts, Opportunities, Cases, or Solutions.

2. Click 2: Follow Records.

The Follow Records dialog box is displayed. Listed are all the records of thetype that you chose in step 1 along with other details, such as the dates onwhich the records were last revised, as specified under Last Updated.

At the right end of each record is a Follow or Unfollow button. The recordsyou are already following are accompanied by the Unfollow button.

3. Optional. Type one or more keywords in the Search text field on theright-hand corner near the top for a display of the records whose names matchthe keywords. Press Enter or click the search icon .



4. Follow or unfollow one or more records by clicking Follow or Unfollow.

5. Click 3: Done.

tibbr then displays two tips:

6. Optional. Update your record choices or follow records of other types byfollowing either of the tips.

7. Click Done!.

Viewing Records Or ConversationsClicking the Records tab in the Home tab lists, by default, the records you arefollowing.



To list the records you recently viewed in Salesforce (not this Salesforce app),choose View > Recent Items. To follow a record, click its Follow button.

Mousing over a record name on the list highlights a comment button to theright of the Last Updated column along with a count of the number of commentsthat have been made on the record.

Clicking the Conversations tab near the top displays, in post view, all the relatedposts. You can work with those posts just as you do with regular tibbr posts: replyto them, like them, hide them, share them. Also, feel free to add your thoughtsthrough a post.

Viewing Accounts and Other Record TypesClicking the Accounts tab at the top lists, by default, the accounts you arefollowing.

To list the accounts you recently viewed or all the accounts, choose View > RecentAccounts or View > All Accounts, respectively.

To view the details of an account:

• For details on the major aspects of the account, such as Billing City andNumber of Employees, mouse over the name of the account to open theAccount Details pane.

At the bottom of that pane are two buttons:

— View Activity Stream: Click this button to go to the record page, near thetopofwhichistheRecordDetailspane.Formoreinformation,seeViewingRecord Details.

— Go to Salesforce: Click this button to go to your Salesforce account.

• For all the account details, click the account name.

The account’s page is displayed, with a Record Details pane near the top.

For more information, see Viewing Record Details.

Non-Salesforce account holders: This capability is not available to you.




To view the comments on an account, click the number to the right of thecomment icon.

Commenting on RecordsTo comment on a record:

1. Mouse over the name of the record and click the comment button .

For an account record, for example, tibbr displays the Comments on ThisAccount dialog box that shows the comments that have been posted. At thebottom is a text field with the prompt Add a comment.

2. Type your comment in the text field.

3. Click Reply.

tibbr displays in post format the comments that contain one or more @ mentionsof a user’s name on that user’s wall. Clicking the View in Salesforce button onone of those posts takes you to the record wall in the Salesforce app.

Accessing Salesforce or Record Wall in Salesforce AppTo go to a record in Salesforce, mouse over the record name and choose Actions >Go to Salesforce.

To go to your record wall in the Salesforce app, mouse over the record name andchoose or Actions > View Activity Stream.

Viewing Record DetailsAt the top of a record page is the Record Details pane, below which is a text fieldfor posting along with the controls for attaching files or links. Further down onthe page are all the posts on that record.

When you comment or follow a record for the first time, the Record Details panedisplays the associated fields in tibbr. A Salesforce user can click the sync icon

to update information.

In addition, the following panes are in the right panel:

• Followers: Displayed are the pictures of the followers of the record. Mousingover a picture opens a pane with the details on the follower: name, title,location, and so forth.

Similarly, to access the records of other types, click the record-type name near thetop, such as Opportunities, Cases, or Solutions.



• Recent Activities: Displayed are the recent Salesforce activities, if any, thathave occurred on the record. Examples of activities are someone starting tofollow the record, someone updating the record, and so forth.

Clicking the Like or Reply icon creates a post on the record wall with theSalesforce icon to the left of your name at the top.

• Links: Displayed are the links, if any, that are cited in the posts of the record.

• Files: Displayed in the form of links are the files, if any, that are cited in theposts of the record.

Viewing Recent ActivityA Recent Activity section is displayed in the Record Type pane on the RecordWall page. That section, visible only to Salesforce users, is a feed from thefield-history tracking in Salesforce. Also, that section is not visible unless anassociated history table or active field tracking exists.

The Recent Activity data is transient and does not persist in tibbr until a useractivity occurs. When you comment or like an item, tibbr creates a post on therecord wall.

For the latest updates, click the Sync button at the top right corner.



Documents

tibbr for Salesforce.com App · 2016-05-12 · tibbr for Salesforce.com App: Administrator and User Guide Preface |ix Typographical Conventions The following typographical conventions