Publisher Actions let you have Quick actions to be taken from a Chatter or Home page or Record detail pages. You can create an action like create records, update records and log calls directly in the feed. There are two ways to create actions in Salesforce, those are followings
- Object-Specific Actions
- Global Actions
In this article, I am going to discuss how to use a quick action from a Process. Let’s start with a business use case
Business Use case
Warren Mason is working as System administrator at Universal Containers (UC). His organization wants to auto creates a private Chatter group, whenever a campaign gets created. For Chatter group name they want to use campaign name.
Solution for the above business requirement
There are few solutions possible for the above business scenario. We will use Global Action (NewGroup) and Process Builder to solve the above business requirement. You can also use publisher action with process builder to create, update records or Log a Call purpose. The benefits of using Global or Object specific action with Process builder over Create a Record or Update Records action are following
| Global or Object specific action |
Create a Record or Update Records |
| It allows you to set the Record Type without hard code the ID |
Currently, you have to hard code the record ID |
| It allows you to use Dynamic Dates When Inserting or Updating a record |
Currently, it’s not possible with Process Builder to Create a Record or Update Records action (Workaround is to use Custom Formula field) |
| It allows you to create Chatter Group or Notes |
Currently, Process Builder doesn’t support Group, Note object |
| It allows you to use Formulas in Field Updates |
Currently, this is not possible with Process Builder (Workaround is to use Custom Formula field) |
Follow the below instructions to create a Process for the above business requirement
1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder, it will redirect you to the Process Management page
2. Click on the New button, Enter Name, API Name and click on the Save button, as shown in the following screenshot
Define Process Properties
3. Click on Add Object, select Campaign 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
4. 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 [Campaign].Name Is null False) and click on the Save button, as shown in the following screenshot
Process Criteria
5. The next step is to add an Immediate action to Process. Click on Add Action (Under Immediate actions), Select the type of action to create (In our case Quick Actions), and then fill out the fields to define the action, as shown in the following screenshot
Add action – Quick Actions
6. 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
Don’t forget to active the Process by clicking on the Activate button
It’s time to test this App
Now onwards if a business user creates a campaign, then Process Builder will automatically trigger and create a Chatter group.
Final Outcome
Note: – I will suggest you to implement this first on your developer org test it and then move it to Production.
