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Create Case When Chatter Topic Assigned or CRM AI with Chatter Bot Doug Ayers and Zach Boyd @DouglasCAyers douglascayers.co m @_zachboyd sfdctrailblazer. com

Chatter Bot for Topics

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Page 1: Chatter Bot for Topics

Create Case WhenChatter Topic

Assignedor CRM AI with Chatter Bot

Doug Ayers and Zach Boyd@DouglasCAyers

douglascayers.com@_zachboyd

sfdctrailblazer.com

Page 2: Chatter Bot for Topics

What are Chatter Topics?Topics are a way to tag and organize Chatter conversations, very similar to how you may use #hashtags on Twitter or other social media sites

Topics not supported inLightning Experience yet (vote for it!)

Page 3: Chatter Bot for Topics

Chatter Bot for Topics – Inspiration

https://twitter.com/JamesGoerke/status/797120323938381824

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Chatter Bot for Topics – Networking

https://twitter.com/DouglasCAyers/status/797130940736819201

Page 5: Chatter Bot for Topics

Chatter Bot for Topics – Requirement

https://twitter.com/JamesGoerke/status/797133048693346308

Page 6: Chatter Bot for Topics

Process Builder LimitationsSupported FeedItem (Chatter Posts)Not Supported FeedComment (Chatter Comments) TopicAssignment (Chatter Topics)IdeaExchange Support TopicAssignment in Process Builder Support FeedComment in Process Builder

Page 7: Chatter Bot for Topics

Wait, don’t we have Quick Actions for this?

Yep!Quite handy too.Check them out on Trailhead.

Page 8: Chatter Bot for Topics

Path of Least Resistance

When confronted with choosing between:(a)filling out a form or(b)simply using a #hashtag

Most people will almost always choose the path of least resistance.#IncreaseUserAdoption

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Demos!

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Next Steps

Read blog post about Chatter Bot for TopicsDeploy the code and objects to your sandbox / dev orgWatch video series how to use Chatter Bot to Create CasesWatch video “Enhance the Feed with Chatter Topics and Apex Triggers”

Never stop learning because life never stops teaching

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Thank Y u