Welcome to “Integrating sales opportunities into an activity stream.”
The welcome screen displays.
An activity stream is a personal view of updates and events that have been aggregated from sources that are relevant to you. Similar to a news feed on a social networking site but applied to enterprise data and data sources, an activity stream is updated with new content and events as data is retrieved and published to the stream.
Scroll through activity stream.
When you click an event, an embedded experience gadget slides off the activity stream to show you details about the event.
Click the voice mail event to show example of an embedded experience.
The IBM® Social Business Toolkit provides the APIs, services, and tools required to create the embedded experience.
Close the embedded experience.
Now, let's demonstrate with an example....
Frank Adams is a sales manager. Whenever a new sales opportunity becomes available, he stores the details on the company's SugarCRM server and assigns an owner.
Here, we see Frank filling out the details of a sales opportunity with Renovations Company. He assigns the opportunity to Amy Jones.
Show Frank filling in form in SugarCRM.
After completing the form, Frank clicks Save to post the opportunity to the SugarCRM server.
Show Frank clicking Save on the form.
Now, let's switch back to the activity stream we saw earlier.
Go back to activity stream from earlier.
Notice how the sales opportunity that Frank just saved to the server now displays as a new event in the activity stream.
Zoom in on the new event in the activity stream.
Amy can click the event to see the details of her new sales opportunity. By viewing the details as an embedded experience, Amy can immediately start working on the deal directly from the context of her activity stream of related events and news.
Show event being clicked in the activity stream.
Want to learn more about activity streams, embedded experiences, and the IBM Social Business Toolkit?
Show developerWorks page.
And don't forget to join our community on IBM Lotus Greenhouse!
Click Community tab on developerWorks page.