Big Idea or Enduring Question:
- How can you send an automatic email alert to Chatter Owners about pending membership requests?
In Salesforce, a Chatter Group represents a group of users. It’s a great way to boost collaboration in your organization. You can add unlimited members to a Chatter Group, but a user can only join a maximum of 100 groups. If the Chatter Group is set to Private, then the user has to request to join. Salesforce will send an email to all group Owners and managers. However, what if the Group owners or managers forgot to take action? Salesforce never sends a reminder email.
After reading this blog, you’ll be able to:
- Use Schedule-Triggered Flow to check for Pending Chatter Group Requests
- Use Schedule-Triggered Flow to automatically send a reminder email to the Chatter Group Owner
Business Use Case
Pamela Kline is working as a System administrator at Universal Containers (UC). She has received a requirement to develop an automated process that will send email reminders to private Chatter Group owners of pending member requests to join the group.
Automation Champion Approach (I-do):
There are multiple ways to solve the above business requirement. You can either use Apex trigger, Salesforce Flow, Process Builder, and more. To solve this requirement, we will use Scheduled-Triggered Flow.
Before proceeding ahead, you have to understand the CollaborationGroupMemberRequest object. It represents an entry in the feed, such as changes in a record feed, including text posts, link posts, and content posts.
|CollaborationGroupId||The Id of the private Chatter group.|
|RequesterId||The ID of the user requesting to join the group|
|Status||The status of the request. Available values are: Accepted, Declined, Pending|
Also, understand CollaborationGroup object. It represents a Chatter group
|CollaborationGroup||The type of Chatter group. Available values are: Public, Private, Unlisted|
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.