To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 34 (Post Opportunity Details to a Chatter Group).
Big Idea or Enduring Question:
- How can you automatically post a message to the Chatter feed of related records?
Chatter is a great way to boost collaboration in your organization. In this article Getting Started with Process Builder – Part 13 (Auto Post a Message to Chatter When an Event is Created), I had discussed a use case, whenever an event is created for the public calendar post its detail to a Chatter Group using the Process Builder. This article goes a step ahead and explains, how someone uses Flow and Process Builder to post to Chatter Feed of Related Record.
This blog post will help us to understand the following
- Create a Process Builder and Flow to auto-post message to chatter feed of the related record
- Understand how to use Flow to create a record
Business Use Case
Donna Serdula is working as a System administrator at Universal Containers (UC). She has received a requirement from the management to post opportunity details (with Opportunity link) to the related Account’s feed, whenever an opportunity gets created with an amount greater than $100k.
Automation Champion Approach (I-do):
There are a few possible solutions for the above business scenario. We will use Process Builder and Flow to solve it.
Let’s take a minute’s pause here and understand FeedItem objects in Salesforce. It represents an entry in the feed, such as changes in a record feed, including text posts, link posts, and content posts.
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.