chatter answers for facebook - configuration guide

8/12/2019 Chatter Answers for Facebook - Configuration Guide

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Chatter Answers for Facebook Configuration GuidePrerequisites ................................................................................................................................................. 1

Configuring Chatter Answers for Facebook app in your org..................................................................... 2

Configuring your Facebook App to work with Chatter Answers .................................................................. 7

Configuration in Salesforce ......................................................................................................................... 10

Prerequisites

In your Salesforce Organization

Have Chatter Answers enabled and correctly configured (including Site, Category Groups, etc.). Have enough free High Volume Customer Portal User profile licenses to support a Facebook

application.

As the application automatically creates Chatter Answers portal users, and creates a contact foreach user, you must have at least one account available to be associated with these contacts.

Have at least one Auth Provider slot free. Have Read access over Question and Answer for the sites Guest User (the site that is associated

with Chatter Answers).

You have already installed Chatter Answers For Facebook app.

In Facebook

Have a Facebook user capable of creating applications.


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Configuring Chatter Answers for Facebookapp in your orgBefore beginning this setup, ensure you have complied with all the prerequisites described in the prior

section. For Chatter Answers for Facebook to work correctly, you must follow the steps exactly as

described in this section, and ensure you enter the correct information when asked. A bad configuration

will generate errors farther down the line.

Configure an Authorization Provider in your Organization

Following the steps below you will create a new Facebook App and a new Authorization Provider in your

Organization so that the application can automatically register and authorize users to join your Chatter

Answers community.

1. Go to your Facebooks Developer profile and create a newFacebook App Fill in the App Namefield with the name of your company. Fill the App Namespace with the word that will serve as suffix for the Facebook Apps

URL. Please dont leave this field blank.

Do not check the Yes, I would like free web box.

2. Having completed the steps above, you will see a page similar to the one below. Make a note of the App IDand App Secret values below the Applications name; you

will need these values later.

You do not need to fill in any information in the Basic Info section You will need to configure some fields in the Websiteand App in Facebooksections

further in this guide so please remind your current location (Settings -> Basic on the left

side menu bar)
https://developers.facebook.com/appshttps://developers.facebook.com/appshttps://developers.facebook.com/appshttps://developers.facebook.com/apps


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3. Log into Salesforce as the system administrator, and go to Salesforce Setup.(Drop down to setup from your name at the top right hand of the screen)

4. Go to the Auth. Providers page(Administration Setup-> Security Controls-> Auth. Providers).

5. Click on New and in the next page select Facebook as the Provider Type. You will see a pagesimilar to this one:


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6. Fill in the Authorization Providers fields. Name: Put a value in the Name field that clearly identifies the meaning of this auth

provider; for example Chatter Answers, or your companys name.

URL Suffix: The Suffix for your Auth. Providers URLs, you can put here any combinationof alphanumeric characters, as well as underscores. It will be the ending of your SSO

URLs so it might be good for you to type something meaningful, like your companys

name. Consumer Key: Your Facebook Applications App Id.

(App ID at the top of the page in step #2)

Consumer Secret: Your Facebook Applications App Secret value(App Secret at the top of the page in step #2)

Custom Error URL: Can be left empty, or can be the URL for an error page belonging toyour Chatter Answers site.

Registration Handler field: Click on the search icon, and search for a class titledCA_InFacebookSSORegistrationHandler (created when you installed this package).

Execute Registration As: Search for the name of one of your Salesforce Administrators.You can use your own name here, as youre logged in as an administrator.

Portal: Select the portal which is the Auth. Providers Portal in the definition of yourChatter Answers site


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Click to save.You should see a page similar to the following:

Configuring Chatter Answers for Facebook to work with your Site

To configure your Chatter Answers site to work with Facebook, follow the steps below.

1. Setup all necessary URL Redirects to use Chatter Answers for Facebook in your site:a. Go to your Chatter Answers site edit page (in Salesforce).b. In the URL Rewriter Classfield, choose the class named

ChatterAnswersURLRewriter.

c. Click on Save.

NOTE: This change may take several minutes to propagate


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2. Verify Guest Users can see Chatter Answers:a. In the Chatter Answer Sites details page, click on Public Access Settings.b. Ensure the Sites Guest Profile has Read access on Questions and Contacts.c. Ensure the Sites Guest Profile has Read access on Contacts FacebookUserId custom

field (from Contacts Field-Level Security Section).

d. Enable Apex Class access to ChatterAnswersInFacebookController.e. Enable Visualforce Page access to ChatterAnswersInFacebook.f. Ensure the Guest user has access to your Chatter Answers communitys Category

Groups.

3. Save your changes.


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Configuring your Facebook App to work with Chatter Answers

By following the steps below you will be able to configure your Facebook App to interact with the site

youve created for Chatter Answers.

1. In the details page of your new Auth. Provider you will see a Client Configuration section and,inside it, a value for Callback URL:

2. Copy the Callback URL value and go to your Facebook App Basic setup page (see the imagebelow)


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3. Paste the Callback URL in the Site URL field inside the Website section of the Facebook Appsetup, and click Save.

4. Return to Salesforce, and open your Chatter Answers site details page(Develop -> Sites-> [Your Site Name].

5. Copy the value for the Default Web Address6. Go to your Facebook Apps setup page and paste this value into the Canvas URL field,

appending /chatteranswersinfacebook/ at the end.

7. Do the same for the Secure Web Address value in your sites details, pasting it in the SecureCanvas URL field.

8. Save.


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9. Navigate to your Facebook Apps Advanced Settings (Settings -> Advanced) In the Canvas Settings section select Fluid as the Canvas Width. Save

10.Navigate to your Facebook Apps Auth. Dialog Settings (Settings -> Auth Dialog) Click on Authenticated Referrals and in the User & Friend Permissions type email

and press enter. The page should look now similar to this one:


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Here you can also add a Logo for your app, as well as defining many information itemsthat will appear in the Apps Authorization dialog, so please make good use of them.

After all this is done, press Save Changes

Configuration in SalesforceFinalize your settings for Chatter Answers for Facebook.

1. Go to the tab Answers in Facebook. This tab was created when you installed the ChatterAnswers for Facebook tab.

If this is the first time you have configured the application, it will ask you to fill in allfields.

If youve already configured the app before, you will be presented with theconfigurations details; click Edit buttonto continue.

2. Fill in the required information for each field:a. Single Sign-On Initialization URL- This is the URL the application will use to

validate/create a new user for those users who would like to post questions or answers


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to your chatter answers community. You can find this information in your Auth.

Providers details page.

b. Facebook Application IdThe Id of the Facebook App youve created to use ChatterAnswers for Facebook.

c. Chatter Answers Site Secure URLThis is the Secure URL for the Site youve linked withChatter Answers, and can be found in your Facebook Apps Basicconfiguration, with the

name of Secure Canvas URL.

d. Chatter Answers Community IdThe Id of your Chatter Answers Community record inSalesforce. It can be found by navigating to the Chatter Answers Community and

copying the ID from the end of the URL

(http://www.na1.salesforce.com/CommunityID)

e. Account IdChatter Answers for Facebook automatically creates a Contact for eachnew user that logs in through Facebook. To do so, the application needs an account that

will be linked to those contacts, and in this field you must specify the Id of the Account

record to which you want to link all Facebook users. This can be changed later.

f. Facebook Application Secret (Optional)This is your Facebook Applications AppSecret from step #2 in the Configuring Chatter Answers section.

g. Chatter Answers Site URL (Optional)This is the non-secure URL for the site that hasbeen linked to Chatter Answers. You can find this by going to your Facebook Apps Basic

configuration and copying the value for the Canvas URL.

3. Your setup page should now look like the image above.4. Click to Save.

Your app is configured; you can now access Chatter Answers for Facebook.

chatter answers for facebook - configuration guide

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