Do More in the Feed with Action Links Mohamad Arabo

LMTS, Software Engineer

Chris Seymour

LMTS, Software Engineer

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Agenda

• Overview of Action Links• Code Examples

o Action Link: Download a file from Dropboxo Action Link: Call into Apex REST Serviceo Action Link: API call to Twilio

• Q&A

Action Links Use Cases

• Third Party applications want to define their own actions in Chatter

• Allow Users to do work/more in the Feed

Action Links And The Feed• An action link is a URL on a post that links to an API, a Web

page, or a file

• Add links on a Chatter post to any Salesforce or 3rd Party API with only two steps:

• Define the Action Links• Post to Chatter or Communities with the Action Link ID

• Security Framework:• Exclusively HTTPS call-backs• API details are stored with encryption, and obfuscated for clients

Action Links: Do More in the Feed

Work in the Feed: Kate can approve her purchase orders right in the Feed

Action Links: User Targeting

User-specific: Ken can see both “Order” and “Download” Action Links

Jessica cannot see “Order” as it is private to Ken

Functional Details

• Organization Administrators will allow Connected Apps to post Action Link Groups and Feed items to the org

• Connected Apps:o Integrate an application with Salesforce using APIso Use standard SAML and OAuth protocols to authenticateo Provided Single Sign-On, and provide tokens for use with

Salesforce APIs.

Who Can Create Action Links?

• API : Approve Expenses, Approve PO

• Async API: Upload Files, Crop Image, Sync Contacts, etc.

• UI : View Map, open Visual Force Page, Canvas Page, etc.

• Download: Download file from Dropbox, Box, etc.

Action Links Types

• Feed-item Body• Feed-item Detail Menu (Overflow)

• Placement on a Feed-item is controlled by Category metadata:• Primary → Feed-item Body• Overflow → Feed-item Detail Menu

Where Do Action Links appear?

• Action Links are statefulo Newo Pendingo Successfulo Failed

• inclusion in the Feed output representation indicates availability• Visibility:

o Specific Usero Public

Everyone Everyone except user

• Number of Executions:o Repeatableo Once Per Usero Onceo Can be mutually exclusive when in a groupo Can expire

Who Can Execute Action Links?

API Details

How to Create And Associate Action Links

A Connected App will

POST /connect/action-link-group-definitions to create ActionLinkGroups

POST /chatter/feed-element to create feed elements with associated ActionLinkGroups

Downloading a File from Dropbox

Action Link Group To Download A FilePOST /connect/action-link-group-definitions { "executionsAllowed":"Unlimited", "expirationDate":"2014-11-20T19:32:10+0000", "category":"Primary", "actionLinks":[ { "actionType":"Download", "actionUrl":"https://www.dropbox.com/s/738numccoeaba1z/4.JPG?dl=0", "groupDefault":"true", "requiresConfirmation":"true" "labelKey":"Download" ]}

Confirmation: Ask users to confirm their intentions

Repeatability: Action Links can be Repeatable, OncePerUser, or Once.

Types: Download, Link to a web page (UI), API, or Async API.

Category: Primary or Overflow

ActionUrl: the Url the request will hit

Post FeedItem With Action Link Group

POST /chatter/feed-element{ "body": { "messageSegments": [ { "type": "Text", "text": "Feed item with ActionLink" } ] }, "subjectId": "me", "feedElementType": "feedItem","capabilities": { "associatedActions": { "actionLinkGroupIds": ["0AgRR0000004CIL0A2" ] } }}

New in Summer ‘14

New in Summer ‘14

Integration with Apex REST Web Service

Action Link Group And Apex REST Service

@RestResource(urlMapping='/Demo/*') global class ApexRestWebService {

@HttpPost global static void doPost(String accountName) { Account newAccount = new Account(); newAccount.Name = accountName; insert(newAccount); } }

Create Action Link GroupsPOST /connect/action-link-group-definitions { "executionsAllowed":"OncePerUser", "expirationDate":"2014-11-20T19:32:10+0000", "category":"Primary", "actionLinks":[ { "actionType":"Api", "actionUrl":"/services/apexrest/Demo", "groupDefault":"true", "labelKey":"Create", "method":"Post", "requestBody":"{\"accountName\" : \"DF14Account\"}", "headers":[ {"name":"Content-Type", "value":"application/json"}]}, ]}

requestHeaders

Integration with 3rd Party API platformTwilio

Action Link API call to Make a Phone Call

•Twilio API

o API calls to make and receive phone calls

o API calls to send and receive text messages

Create Action Link GroupsPOST /connect/action-link-group-definitions { "executionsAllowed":"OncePerUser", "expirationDate":"2014-11-20T19:32:10+0000", "category":"Primary", "actionLinks":[ { "actionType":"Api", "userId":"005D0000001RW4K” "actionUrl":"https://api.twilio.com/2010-04-01/Accounts/ACeff423454ceb53e4c6e1508f06d7b5b5/Calls.json", "groupDefault":"true", "labelKey":"Call", "method":"Post", "requiresConfirmation":"true", "requestBody":"Body=Url=http://www.myapp.com/myhandler.php&Method=GET&FallbackMethod=GET&StatusCallbackMethod=GET&Record=false&To=%2B19095698500&From=%2B16269863405", "headers":[ {"name":"Content-Type", "value":"application/x-www-form-urlencoded"}, {"name":"Authorization", "value":"Basic xxxxxxxx"} ]}, ]}

requestBody

Q&A