Toucan Installation

To install from the AppExchange, follow these simple steps:

  1. NOTE: For $250, Toucan will make these changes for you and provide a brief training session.

  2. Contact us for the package password!

  3. You must be a Salesforce Administrator for your company or have the privileges required to install 3rd party applications.

  4. Install the package from the Get It Now link

  5. As with any package, after installing, you will need to assign user licenses to the users you want to be able to use Toucan. This is done under Setup->View Installed Packages.

  6. The AppExchange will ask you for your own credentials and possibly for your contact information. Within a few screens, the package installer will ask you for the package installation password. You get this from us.

    install

  7. To enable Salesforce to connect with twitter, you will need to complete post-installation step 1 below and configured Remote Site Settings.

  8. That's it! You've got Toucan!

 

Post-Installation Configuration

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:

  1. Twitter: https://api.twitter.com
  2. TwitterSearch: http://search.twitter.com

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

  1. ow.ly: http://ow.ly
  2. hootsuite: http://hootsuite.com
  3. bit.ly: http://api.bit.ly
  4. tinyurl: http://tinyurl.com


Page Layouts

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:

Fields

  • Twitter ID: Text field to save the contact's twitter ID
  • Show Tweets: Link to jump to Toucan and show the contact's timeline (Twitter Messages)
  • Tweet ID: Only on Case layout. Field to show the ID of the tweet that created the case
  • Twitter ID for Non-Contacts: Only on Case layout. If the case is not linked to a contact, this is the twitter user.

Buttons

  • Send Tweet/Reply to Tweet: Custom button to send/reply a tweet to the twitter user.

VisualForce Pages

  • Show[Contact|Lead|Case]Tweets: Visualforce page to show the twitter messages directly on the page layout. We recommend including this page within its own 1 column section and setting the height to 300px.

Related Lists

  • Reply to Tweet: By adding this custom button to the Activity History related list, you can reply via twitter directly to any of the previously saved tweets, much like you can send an email.

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.

Adding Fields

Edit Page Layout

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.

Edit Page Layout

 

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.


Edit Page Layout

Next drag the ShowContactTweets visualforce page into this newly created section.


Edit Page Layout

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.

Edit Page Layout

Adding Buttons

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:

  1. Go to Setup -> Create -> Objects
  2. Select the "Tweet" object
  3. Scroll down the page until you find the section Standard Buttons and Links. Click the Override link next to the New entry:

    override new button

  4. On the next page, select Content Type = Visualforce Page Content Name = CampTweet and click Save.

    override