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.
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):
|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!