REST API: Do More in the Feed with Action Links

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 Dropbox
o Action Link: Call into Apex REST Service
o 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

Who Can Create Action Links?
• 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 APIs
o Use standard SAML and OAuth protocols to authenticate
o Provided Single Sign-On, and provide tokens for use with
Salesforce APIs.

Action Links Types
• 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.

Where Do Action Links appear?
• 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

Who Can Execute Action Links?
• Action Links are stateful
o New
o Pending
o Successful
o Failed
• inclusion in the Feed output representation indicates availability
• Visibility:
o Specific User
o Public
 Everyone
 Everyone except user
• Number of Executions:
o Repeatable
o Once Per User
o Once
o Can be mutually exclusive when in a group
o Can expire

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 File
POST /connect/action-link-group-definitions
{
"executionsAllowed":"Unlimited",
"expirationDate":"2014-11-20T19:32:10+0000",
"category":"Primary",
"actionLinks":[
{
Repeatability: Action
Links can be Repeatable,
OncePerUser, or Once.
Category: Primary or Overflow
Types: Download, Link to a web
page (UI), API, or Async API.
"actionType":"Download",
"actionUrl":"https://www.dropbox.com/s/738numccoeaba1z/4.JPG?dl=0",
"groupDefault":"true",
ActionUrl: the Url the request will
"requiresConfirmation":"true"
hit
"labelKey":"Download"
Confirmation: Ask
]
users to confirm their
intentions
}

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 Groups
{
"executionsAllowed":"OncePerUser",
"actionLinks":[
{
"actionType":"Api",
"actionUrl":"/services/apexrest/Demo",
"labelKey":"Create",
"method":"Post",
"requestBody":"{"accountName" : "DF14Account"}",
"headers":[
{"name":"Content-Type", "value":"application/json"}]},
]}
requestHeaders

Integration with 3rd Party API platform
Twilio

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 Groups
{
"executionsAllowed":"OncePerUser",
"actionLinks":[
{
"actionType":"Api",
"userId":"005D0000001RW4K”
"actionUrl":"https://api.twilio.com/2010-04-01/Accounts/ACeff423454ceb53e4c6e1508f06d7b5b5/Calls.json",
"labelKey":"Call",
"method":"Post",
"requiresConfirmation":"true",
requestBody
"requestBody":"Body=Url=http://www.myapp.com/myhandler.php&Method=GET&FallbackMethod=GET&StatusCallba
ckMethod=GET&Record=false&To=%2B19095698500&From=%2B16269863405",
"headers":[
{"name":"Content-Type", "value":"application/x-www-form-urlencoded"},
{"name":"Authorization", "value":"Basic xxxxxxxx"}
]},
]}

REST API: Do More in the Feed with Action Links

REST API: Do More in the Feed with Action Links

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REST API: Do More in the Feed with Action Links