Salesforce provides its own enterprise social service, Chatter, to help teams connect, collaborate and share information. As such, it forms a core part of the workflow for many Salesforce teams. Gearset supports Chatter integration for many notification types across the app.
Sending updates to Chatter from Gearset
When you come to the section on configuring notifications in Gearset, you can use the Chatter Subject ID of a feed and Gearset will send notifications to that feed whenever a job runs. Refer to our documentation for unit testing, change monitoring, backup job or continuous integration for instructions on how to configure those parts of Gearset.
For example, this is where the Chatter Subject ID
field is in the Unit Testing notifications settings.
The Subject ID can be an ID for a user, a group or a record. This post will walk you through the steps required to find the ID. Salesforce also has documentation for users and records which may be useful.
If you wish to send notifications to your personal Salesforce feed, you can simply enter me
into the Chatter Subject ID
field.
Note: This process may change when Salesforce changes the Chatter user interface, so it's always good to refer to the official Salesforce documentation here.
Finding the Subject ID in the Lightning Experience
Finding the Subject ID in the Lightning Experience
If your Salesforce URL looks like https://xxxxx.lightning.force.com
, then follow these instructions.
Open the App Launcher in the top left of Salesforce and select Salesforce Chatter from it.
Using the navigation bar at the top, select
People
for a user,Groups
for a group orFiles
for a record.Open the desired user, group or file by clicking on its entry. For a user or group, you should see a page like this.
For a file, you should see a page like this.
Look at the URL for that page. The Subject ID will be the 15 or 18 character value located just before the
/view
at the end of the URL.For a user the full URL should look like
https://xxxxx.lightning.force.com/lightning/r/User/xxxxxxxxxxxxxxxxxx/view
For a group the full URL should look like
https://xxxxx.lightning.force.com/lightning/r/CollaborationGroup/xxxxxxxxxxxxxxxxxx/view
For a file the full URL should look like
https://xxxxx.lightning.force.com/lightning/r/ContentDocument/xxxxxxxxxxxxxxxxxx/view
Finding the Subject ID in Salesforce Classic
Finding the Subject ID in Salesforce Classic
If your Salesforce URL looks like https://xxxxx.salesforce.com
, then follow these instructions.
Select the Chatter tab from the navigation bar at the top of Salesforce.
From the menu on the left, select
People
for a user,Groups
for a group andFiles
for a record.Open the desired user, group or file by clicking on its entry. For a user or group, you should see a page like this.
For a file, you should see a page like this.
For a user or group, look at the URL for that page. The Subject ID will be the 15 character value located after the question mark in the URL.
For a user the full URL should look like
https://xxxxx.salesforce.com/_ui/core/userprofile/UserProfilePage?u=xxxxxxxxxxxxxxx
For a group the full URL should look like
https://xxxxx.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=xxxxxxxxxxxxxxx
For a file, click on the
Show file report
button as shown in the screenshot above. This will open a page that looks like this.Below this filter, your file will be shown, next to a column with its ID.
Once your Chatter integration is set up, you will start receiving updates to the specified feed. For example, this is what a successful continuous integration update looks like when posted to a group.
If you have any problems getting these Chatter notifications set up, we’re always happy to help. Please let us know via the in-app chat or by emailing [email protected].