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):
| 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!
