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Chatter Connector

Chatter Connector

Synchronization Task Example

Synchronization
Task Example

Perform the following actions to post comments or feeds to Chatter:
You need to create a connection before you create a
synchronization
task.
  1. Click
    New
    Tasks
    .
  2. Select
    Synchronization Task
    , and click
    Create
    .
    The New Synchronization Task page appears.
  3. Specify the task name, description, and select the task operation
    Insert
    .
    To delete a feed or comment from Chatter select delete operation.
  4. Click
    Next
    .
    The Source tab appears.
  5. Select the source connection, source type, and source object.
    The source object should contain the following fields when you post feeds or comments to Chatter or delete feeds or comments from Chatter:
    User Feed
    Specify the type as TextPost and mention the content of the post in the body.
    Account Feed
    To post an account feed, you must specify the Parent Id.
    Content Post
    Specify the type as ContentPost to attach a file to the feed.
    Search Tag Feed
    To add a search tag in a feed, you must append # to the keyword. The following image shows details of search tag feed:
    Delete Feed
    To delete a feed, select FeedItem object as a target in
    Data Integration
    . To delete a feed comment select FeedComment object as a target in
    Data Integration
    . You must specify the FeedID to delete feeds and commentID to delete feed comments from Chatter.
  6. Select the target connection, target type, and target object for the task. To post feeds to Chatter, select FeedItem object. To post feed comments to Chatter, select FeedComment object. Click
    Next
    .
  7. To assign filters to a
    synchronization
    task, see Data Filters. To select all rows, click
    Data Filters
    , and then click
    Next
    .
    In the data filters tab, you can use the following filter fields:
    Column Name
    Description
    ParentId
    ID of the object type to which the FeedItem is related. For example, set this field to a UserId to post to someone’s profile feed, or an AccountId to post to a specific account.
    Body
    The message that appears in the feed. If you want to post a feed with the search keyword. In the feed make use of the # character before the search keyword. For example, if your search keyword is ABC, specify ‘#ABC’.
    Type
    You can select the following type of FeedItem:
    • TrackedChange: A change or group of changes to a tracked field.
    • UserStatus: Automatically generated status when a user adds a post.
    • TextPost: Text entry on a feed.
    • LinkPost: Post an URL on a feed.
    • ContentPost: An uploaded file on a feed.
    • PollPost: Post a poll in the feed to gather opinions.
    • DashboardComponentSnapshot: Post a dashboard snapshot on a feed.
    • ApprovalPost: Automatically generated by a feed query on an approval item.
    • CollaborationGroupCreated: Automatically generated post on your feed when you creates a public group.
    LinkUrl
    To post URL on a feed.
    RelatedRecordId
    The ID of the ContentVersion object associated with a ContentPost. This field is null for all posts except ContentPost.
    Title
    The title of the FeedItem.
    AttachmentPath
    The location of the file to be attached to the feed. For example, C:\Test\ (Mandatory field for Content Post) .
    ContentFileName
    The name of the file that you want to attach.
    ContentDescription
    The description of the file to be attached to the feed.
    RelatedRecordId
    The ID of the ContentVersion object associated with a ContentPost. For example, set this field to an existing ContentVersion and post it to a feed as a FeedItem object of TypeContentPost.
    To post a feed comment, use the following filter fields:
    Field Name
    Description
    CommentFeedItemId
    The Id of the feed to which the comment needs to be posted.
    CommentBody
    The text to be posted as comment.
    CommentType
    The comment Type should be TextComment or ContentComment.
    CommentContentPath
    The full path of the file to be attached to the FeedComment.
    CommentContentDescription
    The Description about the attachment.
  8. In the field mapping tab, map the source fields to the target fields.
  9. Click
    Next
    .
    The Schedule tab appears.
  10. In the Schedule tab, you can schedule the task for each requirement and save.
  11. If you do not want to schedule the task, click
    Save
    to save the task.
You can monitor the status of
synchronization
tasks in the
Monitor
log.

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