Getting Started with Process Builder – Part 13 (Post to Chatter)
Posted at 4:00 PM , on March 24, 2015
In Salesforce Chatter Group represent the group of people. It’s a great way to boost collaboration in your organization. You can add unlimited members into Chatter Group, but a user can join maximum of 100 Groups. In this article Post Opportunity details to a Chatter Group, I had discussed how to post Opportunity closed information to a Chatter Group using the Flow and Flow Trigger. In this article, we will discuss how to post a message to the Chatter Group using the Process Builder. Let’s start with a business use case
Business Use case
Brandon Schaefer is working as System administrator at Universal Containers (UC). His organization wants to post a message to the Chatter Group “UC Internal Announcement,” whenever an event is created for the public calendar Universal Container Conference Rooms.
Solution for the above business requirement
To solve the above business requirement, we will use Process Builder. Before proceeding, we have to understand Public Calendar in Salesforce. Public calendars and resources are for managing group activities or shared resources. Using public calendars, a group of people can track events of interest to all of them (such as Sales events, weekly knowledge sharing session, or training classes) or schedule a common activity (such as a team vacation calendar). For example, with resource calendars, multiple people can coordinate their usage of a shared resource such as a conference room, etc. An organization can create an unlimited number of calendars. Our first task is to get the 15 digit record Id of public calendar Universal Container Conference Rooms follow the below instructions
1. Click on Setup | Build | Customize | Activities | Public Calendars and Resources
2. Click on the public calendar Universal Container Conference Rooms and grab the 15 digit record id from the URL, as shown in the following screenshot
Record Id of public calender
3. The next step is to convert the 15 digit Id into 18 digit Id. We will use this as entry criteria in the Process Builder.
Our next task is to create a Process on Event object to post a message to the Chatter group. To create a Process on the Event object follow the below instructions
4. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder and click on the New button, Enter Name, API Name and click on the Save button, as shown in the following screenshot
Define Process Properties
5. Click on Add Object, select Event object and for the entry criteria, Select only when a record is created, as shown in the below screenshot and also click on the Save button
Evaluation Criteria
6. The next task is to add Process Criteria, To do this click on Add Criteria, enter Name, Type of action and set filter conditions (In this case set [Event].OwnerId Equals 023B00000012HLlIAM and click on the Save button, as shown in the following screenshot
Process Criteria
7. Our final task is to add an Immediate action to the Process. Click on Add Action (Under Immediate actions) and select the type of action to create (In our case Post to Chatter), enter the Name Post to Chatter. This action allows you to post a message on User Profile or Chatter Group or on Record Chatter Feed. In this case, select Chatter Group UC Internal Announcement, as shown in the following screenshot
Post to Chatter – Select Chatter Group
The next step is to add a message to the Chatter post, for this you can use message TextBox. It also allows you to add fields from the object on which you have created the Process Builder, as shown in the following screenshot
Post to Chatter – Enter the message
It also allows you to add the existing Topics into the Chatter post. For this, you can enter the Topic name in the TextBox Add Topics and select the topic you want to include in the Chatter post as shown in the following screenshot
Post to Chatter – Add Topics
Finally, Post to Chatter action will look like the following screenshot
Add action – Post to Chatter
8. Once you are done, click on the Save button, it will redirect you to Process canvas. Finally, the Process will look like the following screenshot
Post to Chatter
Don’t forget to active the Process by clicking on the Activate button
It’s time to test this App
Now onwards if a user creates an event for the public calendar Universal Container Conference Rooms, then Process Builder will automatically post a message in the Chatter group UC Internal Announcement. To create an event for public calendar, Universal Container Conference Rooms follow the below instructions
1. Click on the Home tab then navigate to Calendar related list and click on the Single User View.
2. Now click on the Change link to change the calendar view from single user to the public calendar, as shown in the following screenshot
Change calendar view
3. Now select the public calendar Universal Container Conference Rooms as shown in the following screenshot
Select public calendar
4. The next step is to create an event. For this click on the New Event button once you are done, navigate to the Chatter Group UC Internal Announcement and check out the Chatter group wall, it will look like the following screenshot
Final Output
Note: – Process Builder only allows you to post message type TextPost. If you want to post LinkPost or PollPost then, in that case, you have to use Flow and Process Builder.
12 thoughts on “Getting Started with Process Builder – Part 13 (Post to Chatter)”
Richa Upadhyay
Hi Rakesh, I am able to successfully post the message to chatter, but it doesn’t notify the user. Can you help me with that?
Bruce L. Stewart
@rakesh Any way to modularize this across sandbox refreshes? I’ve found even if a Group exists in SB with the same name as in production, I have to deactivate my PBs, and reactivate in sandbox, selecting the desired group.
I’ve looked through some of JenWLee’s blogs, but can’t think of a custom label, custom setting, or custom metadata way to get Process Builder to use the native Post-To-Chatter action to a Group, when I want to look up the group from 1 of these. Am I missing something? Do you get PB in Sandbox to post to group effortlessly after refreshes, or do you have to modify each PB?
Rakesh Gupta
I never encountered such scenario. But my suggestion would use Custom Label (to store Chatter Group Id) and refer this to process builder.
P.S.:- looks like your comment is marked as SPAM by WordPress (i don’t have any idea, how and why).
Nicola Mitcham
Hi Rakesh
I’m trying to via process builder create a chatter post onto the Opportunity record if certain products are contained in the Opp product.
I think I need what you refer to as Record Chatter Feed below, but the only 2 options I see are post to User or Chatter Group, how do you make this third option accessible from Process Builder please?
Thanks
Nic
Our final task is to add an Immediate action to the Process. Click on Add Action (Under Immediate actions) and select the type of action to create (In our case Post to Chatter) , enter the Name Post to Chatter. This action allows you to post a message on User Profile or Chatter Group or on Record Chatter Feed. In this case select Chatter Group UC Internal Announcement, as shown in the following screenshot
Rakesh Gupta
1) To enable “This Record” option under post to chatter action, make sure that you have enabled feed tracking for that particular object.
2) In your scenario, you are creating a PB on Opportunity Product and want to post a message to opportunity record. To achieve this, you have to use both Process and Flow.
Onttu Lindeman
Process builder wont let me post anything to chatter in my community anyone know why?
Rakesh Gupta
Could you please post the error you are greeting
Onttu Lindeman
It appears the process builder wont link at all to community, none of the partner community groups appear in the selection either
POST TO CHATTER: myRule_1_A2
Inputs:
text = Below are a few steps to get you up to speed with our new system. 1.Search Q&A for Onboarding- Post a message. 2. Search Q&A forOnboarding- Responding in a post Welcome to TSV Connect. 3. Search Q&A forOnboarding- How to like a post Welcome to TSV Connect. 4. Search Q&A forOnboarding- Share a post titled Welcome to TSV Connect. 5. Search Q&A forOnboarding- How to @mention on Welcome to TSV Connect. 6. Search Q&A forOnboarding-How to find and join groups.
type = USER
subjectNameOrId = {!myVariable_current.Id} (005U00000066yFrIAI)
Error Occurred: The record for this post was deleted.
M
Hi Onttu,
Its a pretty late reply but thought to answer anyhow – the issue is due to process builder deployed from one sandbox to another, it retains the chatter group salesforce id from the source org even when activated post deployment in target org. You will have to delete the post to chatter action in target and recreate it once more as it will now fetch the target org’s chatter group id.
Regards,
M
nadine.bauer@nefos.com
Is there a chance to use @Case.Owner for posting on his Chatter Feed?
Thanks
amber latif
how did you made the 15digits to 18 digits ID , i am applying the same thing but i believe this 3additional number in reference id is not allowing me to trigger the rule
please assist
Rakesh Gupta
Use the below link to convert 15 digit ID to 18 digit
https://rakeshistom2-developer-edition.gus.force.com/SalesforceIDConverter/