Remote Site Settings
Once installed, you need to allow Salesforce to connect to twitter to get tweets, and amazonaws to get images. As an org admin, go to Setup->Security Controls->Remote Site Settings. You'll need to add some remote sites:
These sites are optional, but required if you want to use the site for URL shortening and Tweet Campaign statistics. We recommend taking the extra minute to add all of them
We have added several custom fields and we recommend you modify your page layouts to add our custom components. These steps are optional, but will enable you to have better integration between your contacts and their twitter messages.
Beginning in the Spring '10 release, salesforce.com has enabled us to package page layouts and you will see these page layouts next to yours and the defaults. If you are installing Toucan for the first time, these layouts are updated and you can simply assign profiles to our page layouts, or else use them as a model for adding the right fields and buttons to your existing page layouts. If you have installed a previous version of Toucan, Salesforce CRM will not update the page layouts to include the new features so you will still have to make some of these changes yourself to get the new features.
You can repeat these steps for each page layout for contacts, leads, accounts, tasks, and cases. We will show the details for configuring the contact record, but you will want to repeat for Leads, Accounts, Cases, and Tasks. For each of these layout types, you can add the following custom fields, buttons, and VF pages:
The below steps show modifying the Contact layout, but To configure, go to Setup->Customize->Contacts. Click Edit for each page layout you want to modify.
For more information on modifying the page layout, see the Salesforce CRM Help & Training links. Drag and drop the Twitter ID and Show Tweets fields onto the Additional Information portion of the page.
Adding Visualforce Section
The next step is to create a page section to the contact's twitter posts directly on the page layout instead of jumping to the Toucan tab. While still on the page layout edit, click the Visualforce Pages link on the layout editor, and drag a new Section onto the page. We recommend a one column section with scrollbars, somewhere below the Descriptive Information section.
Next drag the ShowContactTweets visualforce page into this newly created section.
You will also want to add scrollbars to this section. Click on the wrench icon in the upper right corner of the ShowContactTweets page and a pop-up will allow you to check the Show scrollbars option. You can also later modify the page height if desired.
Choose the buttons option when editing the page layout and you can add the Send Tweet button to the lead, contact, or account.
Reply to Saved Tweets on Activity Related List
If you save tweets as activities, you can reply directly to one of those saved tweets if you add the Reply to Tweet button to the Activity Related list. To add it, scroll down on the edit page layout screen to the related list section, click the wrench icon, and expand the Buttons section.
Next move the Reply to Tweet button to the Selected Buttons column and click OK.
Be sure to click Save to save the page layout. Repeat the above steps for Leads and Cases.
This flash video clip shows the editing of the contact page layout in 90 seconds.
Tweet Campaign Setup
When running a Tweet Campaign, Toucan allows you to send several posts related to the same campaign. To send an additional twitter update, you can either return to the Toucan application, or else send an update directly from the Tweet Campaign object. To enable direct sending from the Tweet Campaign page, you will need to override the "New" button with a custom page as follow: