Salesforce Chatter Integration
X-Author Contracts add-in integrates Salesforce Chatter within a Word document. You have the ability to either see the chatter feeds for the currently opened agreement document or view other user feeds. You can also share the highlighted content or agreement document via chatter. X-Author Contracts displays Chatter in a native Word task pane, providing the ability to have a side-by-side view of the agreement document and Chatter feed.
Prerequisite
- You must have the latest X-Author Chatter package installed in your Salesforce org.
- You must have an instance of System Properties created under X-Author Chatter package's Custom Settings. For more information on how to create X-Author System Properties, refer to Configuring System Properties topic of X-Author Chatter on Salesforce Integration Guide (Winter 2018 version or later).
To collaborate in Word using Chatter
-
Select who you want to collaborate with in your Chatter feed by clicking one of the icons:
Option
Description
Your audience will be everyone in your organization with a Chatter account.
Your audience will be everyone who is following the object that the document is associated with. This option is only available when the document is associated with a Salesforce object, such as an Account or an Opportunity.
Your audience will be all the members of the group you select.
Your audience will be the single individual you select.
-
Make changes to the document using Word and then choose what content you want to collaborate on.
Option
Description
None
Enter a comment to solicit feedback, while not presenting any of the document in the feed.
Selected Content
Select the content in the document you want to share in the feed. Only text will be included in the feed. If your content includes an image or other kinds of media, it will be represented with a '/' and table cell content is taken out of the table and included on individual lines.
Entire Document
The whole document is attached to the Chatter feed entry and standard Chatter actions can be taken on the file.
Both
Combination of Selected Content and Entire Document.
Note:If the highlighted content contains smart fields then, Author automatically detects the smart fields and includes the previous value and current change to each of the smart fields.
