In this guide we explore the general concept of creating a new Text Tile within Stackla whenever a post is made within Chatter relating to a specific topic.
- Chatter: Chatter is SalesForce’s enterprise collaboration tool, designed to make business processes more social.
- Zapier: Zapier is a tool for primarily non-technical users to connect together web apps. An integration between two apps is called a Zap. A Zap is made up of a Trigger and an Action. Whenever the trigger happens in one app, Zapier will automatically perform the action in another app.
What you require:
- Zapier Account
- Stackla License
- Salesforce License
The Fun Part:
Stackla has made it easy to connect your Chatter account to your Stack via the Middleware tool Zapier by creating a Shared Zap for your convenience. To install and run on your Stack, simply follow the steps below.
1. Install the Zapier for Stackla Plugin
To access the plugin, simply go to the Plugin directory within your Stack and install the plugin titled 'Zapier’
Once setup you will be given the option to configure your Zap and Instance details.
Here you can specify a name for your Zap within your Stackla environment and generate an access token which you will need later on in this process.
2. Install the Chatter for Stackla Shared Zap
Once you have configured Zapier on the Stackla side, you can now take advantage of the already created ‘Shared Zap’.
Find the ‘Create Stackla Text Tiles from Chatter’ Shared Zap and click the ‘Use this Zap’ button.
From here you will be given the opportunity to connect your Chatter account to Zapier. Simply click on ‘Connect’ to start the process of linking the two applications.
Once you hit connect you will have the opportunity to log into your SalesForce account and authorise Zapier’s access to your account.
From here you can then specify what ‘Topics’ a Chatter post needs to mention in order to aggregate into your Stack. Select from the drop down and hit ‘Save + Continue’.
Once completed you can now start the process of linking your Stackla account to Zapier. Again to progress, simply click on the Connect option to progress.
From here you can add your Access Token (as generated before) and the Short-name for your Stack.
Once linked you can now start associating fields from Chatter with relevant Tile fields within Stackla.
A series of fields have already been pre-populated.
Note: Want to associate more fields from Chatter with your Stack? Simply click on ‘Show Advanced Options’.
Once you are happy with the association, you can now click ‘Save + Finish’ and send your Zap live.