Automation Champion

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  • Tag: Add Member into Chatter group Salesforce1

    • Getting Started with Salesforce Flow – Part 36 (Automatically Add a New Users to a Chatter Group)

      Posted at 9:48 PM by Rakesh Gupta, on December 2, 2020

      To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 24 (Automatically Add User to a Chatter Group).

      Big Idea or Enduring Question:

      How do you automatically add users into a Chatter Group? 

      Objectives:

      This blog post will help us to understand the following

      • Use After-save Record-Triggered Flow add users to a chatter group
      • Add a Time-dependent action in After-save Record-Triggered Flow
      • What is a MIXED DML error and how to avoid it?
      • Monitor Time-based flow queue

      Business Use case

      Brenda David is working as a System administrator at Universal Containers (UC). Her next assignment is to create a process to auto add a new user to Chatter Group (UC Internal Announcements).

      Automation Champion Approach (I-do):

      The process of creating a new user can involve many steps that have to be repeated for each person. This can become time-consuming for admins. However, this process can be made easier with automation.

      While this can be solved using various automation tools like Apex or Process Builder, we will use After-save Record-Triggered Flow. Check out this article to understand why we are using after-save record-triggered flow for this scenario. 

      Before proceeding, ahead, understanding CollaborationGroupMember objects in Salesforce. It represents a member of a Chatter group.

      Field Name Details
      CollaborationGroupId Represent Id of the Chatter Group
      MemberId Represent Id of the User (Group member)

      Before discussing the solution, let me show you a diagram of a Process Flow at a high level. Please spend a few minutes to go through the following Flow diagram and understand it.

      Let’s begin building this automation process.

      Guided Practice (We-do):

      There are 4 steps to solve Brenda’s business requirement using After-save Record-Triggered Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow | 92 Comments | Tagged Add Member into Chatter group, Add Member into Chatter group Salesforce1, Add Memeber into chatter Group, Add new user to Chatter Group, ADM 201, adm 201 certification, adm 201 salesforce, admin release exam, Advance flow, After-save flow After save flow, Auto add new user to Chatter Group, Auto add new user to Chatter Groups, Automatically add individuals to Chatter Group upon provisioning new user, Automatically Add New User to Chatter Group, Automatically Add New User to Chatter Group Salesforce, Chatter Group, Cloud Flow Designer Workbook, CollaborationGroupId, CollaborationGroupMember, Create record through flow, Evaluate the rule when a record is, flow, Flow builder, flow builder in salesforce, flow builders, Flow Decision Guide, Flow examples, Flow exmple, flow trigger, headless flow, Launch flow from Process Builder, Lightning Flow, lightning flows in salesforce, Mixed Dml, MIxed DML Error, Mixed DML Flow, Mixed DML Soution, New Flow, New User Creation, Process Builder, Process Builder example, Record Create, sales force automation software, salesforce, salesforce automation, salesforce automation tools, Salesforce Chatter Group, Salesforce Flow, salesforce flows, salesforce lightning flow, salesforce lightning flow examples
    • Getting Started with Salesforce Flow – Part 45 (Click and Join a Chatter Group)

      Posted at 8:59 PM by Rakesh Gupta, on December 2, 2020

      Big Idea or Enduring Question:

      How do you create an automation that sends an email to users with a link to join Chatter Group? 

      Chatter is a powerful Collaboration tool for your organization, for both internal users and partners. In the past, I have written a few articles which show how you can add a user to the Chatter group(s). There are a few situations when you want to send an email that contains a link, as soon ad user clicks on the link they will auto-join Chatter Group. This is the key technique one can use to promote collaboration in the organization. 

      In this article, I will discuss how you can provide a link to join Chatter Group in an email to your users, so they can join Chatter Group as per their interest.

      Objectives:

      After reading this blog post, the reader will be able to:

      • Use a Screen a flow to add users to a chatter group 
      • Understand how to embed a flow into Visualforce Page 
      • Create an email template and add a quick link to join a Chatter group 
      • Use Schedule-Triggered Flow to automatically send email users to join Chatter Group

      Business Use Case

      Brenda David is working as a System administrator at Universal Containers (UC). She has received a requirement from the management to send one time email on 22nd December 2020 at 09:00 PM to their users with a link to join the newly created chatter group UC Internal Announcements, so they will auto-join the group as soon as they click on the link provided in the email.

      Automation Champion Approach (I-do):

      While this can be solved using various automation tools like Apex or Flow, we will use Screen Flow and Schedule-Triggered Flow. 
       
      Before proceeding, ahead, understanding CollaborationGroupMember objects in Salesforce. It represents a member of a Chatter group.
       
      Field Name Details
      CollaborationGroupId Represent Id of the Chatter Group
      MemberId Represent Id of the User (Group member)

      Before discussing the solution, let me show you a diagram of a Process Flow at a high level. Please spend a few minutes to go through the following Flow diagram and understand it.

      Let’s begin building this automation process.

      Guided Practice (We-do):

      There are 8 steps to solve Brenda’s business requirement using Salesforce Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow, Schedule-Triggered Flow | 2 Comments | Tagged Add Member into Chatter group, Add Member into Chatter group Salesforce1, Add Memeber into chatter Group, adm 201 salesforce, Advance flow, Auto Join Chatter join on clicking link, Automatically Add New User to Chatter Group, Chater Group Join hack, Chatter Group, Chatter group hack, Chatter Group Invitation Email, Chatter group invitation in email, Click and Join Chatter Group, Click and update field, Click and update object data, Click Here to join Chatter Group, Click on email link and join Chatter Group, Click on email link to update field Saleforce, CollaborationGroupId, CollaborationGroupMember, Emai link to Join Chatter Group, flow, flow builder in salesforce, flow builders, Flow examples, Flow exmple, Grant Visaulforce Page, Group Invitation Email, Join Chatter grou various way, Join Chatter group hack, Lightning Flow, Lightning Flow example, lightning flows in salesforce, link to join Chatter Group, link to join Chatter Group in an email, Link to join Chatter group in Email, Link to join Chatter group through Email, MemberId, New Flow, Record Create, Record Lookup, Record lookup in flow, sales force automation software, salesforce automation, salesforce automation tools, salesforce chatter, Salesforce Chatter Group, Salesforce Flow, Salesforce Flow Example, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, Scheduled Flow, Scheduled Flow Exmaple, Screen, Screen Flow, Screen Flow Example, Use Schedule-Triggered Flow, Use Schedule-Triggered Flow Example
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      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
      • Streamline Data Collection with Salesforce-Connected Forms
      • Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)
      • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
      • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
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      Converting 15 digit ID to 18 digit Salesforce ID
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