Automation Champion

Automating Salesforce One Click at a Time
Automation Champion
  • Home
  • About Me
    • Testimonials
    • Resources
  • Process Builder
  • Salesforce Flow
  • Pardot
  • Apex
  • Training Details
    • Salesforce Administrator
    • Salesforce Advanced Administrator
    • Platform App Builder
    • Lightning Flow
    • Pardot
    • Sales Cloud
    • Service Cloud
    • Community Cloud
    • Hands-on Excercises
  • My Books
  • Contact Me
  • Tag: Launch flow from PB

    • Getting Started with Salesforce Flow – Part 26 (Automatically Add a Record to Chatter Group)

      Posted at 8:30 PM by Rakesh Gupta, on December 3, 2020

      Big Idea or Enduring Question:

      How do you automatically remove records from the Chatter Groups?

      Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign, Case, Lead, Opportunity, and Custom object records to chatter groups. 

      Objectives:

      After reading this article, the reader will be able to:

      • Use After-save Record-Triggered Flow to add the newly created opportunities to chatter Group
      • How to refer custom label in After-save Record-Triggered Flow
      • Use a Decision element to find – record variable or record collection variable contains a record or not

      Business Use case

      Steven Greene is working as a System Administrator at Universal Containers (UC). He has received a new requirement from the management, whenever an Opportunity is created or updated with an amount greater than $ 100,000, then automatically it to Chatter Group (UC Internal Announcements).

      Automation Champion Approach (I-do):

      There are a few possible solutions for the above business scenario, but I’ll use After-save Record-Triggered Flow to solve the business requirement. 

      Let’s take a pause here, familiar yourself with the CollaborationGroupRecord Object in Salesforce. It represents the records associated with Chatter groups.

      Field Name Details
      RecordId It represents the Id of the record associated with Chatter Group.
      CollaborationGroupId The ID of the Chatter group.

      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 Steven’s business requirement using Salesforce Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow | 11 Comments | Tagged Add new record to Chatter Group, Add Records to Chatter Group, Advance flow, Auto Add new record to Chatter Group, Auto Add Records to Chatter Group, Chatter and Flow, Chatter and Visual workflow, Chatter and Visual workflow example, Chatter Group, CollaborationGroupRecord, Flow builder, Flow Example, Flow varibale, Launch a Flow, Launch flow from PB, Launch flow from Process Builder, Opportunity, Process Builder, Record Create in flow, Records to Chatter Group, salesforce chatter, Salesforce Flow, Salesforce Flow Example, Set as start point flow, Spring'15 Release Salesforce, Universal container
    • Getting Started with Process Builder – Part 55 (Post to Chatter Feed of Related Record)

      Posted at 12:15 AM by Rakesh Gupta, on June 23, 2016

      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.

      Objectives:

      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.

      Guided Practice (We-do):

      There are 2 steps to solve Donna’s business requirement using Process Builder and Flow. We must: Read the rest of this entry!

      Posted in Chatter, Process Builder, Salesforce Flow | 0 Comments | Tagged AccountFeed, Activate a Process, Add action Process Builder, Add Criteria Proces builder, ADM 201, adm 201 certification, adm 201 salesforce, Advance flow, Advanced flow, Automation Champion, call a flow thorugh PB, Chatter and Flow example, Chatter and Process builder example, Cloud Flow Designer Workbook, Con 201, dev 401, DEV401, developer release exam, Enable Process Builder, Evaluate the rule when a record is created, FeedItem, flow, Flow and PB examples, Flow and Prcoess Builder examples, FLow and Process builder example, Flow Example, Flow examples, Flows, Getting started with Process Builder, How to activate Process builder, how to use Process builder, Launch a Flow, Launch a Flow from Process builder, Launch flow from PB, Lightning Process builder, New Flow, PB, Platform App Builder, Platform App Builder Exam, Post to Chatter, Post to Chatter Feed of Related Record, Post To Chatter Group with Flow, Post To Chatter Group with PB, Post To Chatter Group with Process builder, Post to Feed of Related Record, Post to related record Apex Trigger, Post to related record Flow, Post to related record Process, Process Builder, Process Builder example, Process Builder examples, Process Builder rakesh, Process Builder Sales Cloud, Process Builder Salesforce, Process Builder Service Cloud, Process builder use case, Process Criteria, Process management, salesforce, salesforce Admin exam, salesforce certified developer exam, Salesforce Certified Sales Cloud Consultant, salesforce chatter, Salesforce Online Training, Salesforce Platform Developer I, Salesforce Platform Developer I Exam, Salesforce Training, when a record is created or edited
    ← Older posts
    • Search

    • Upcoming Trainings

      Salesforce Administrator Certification
      Salesforce Advanced Administrator Certification
      Salesforce Platform App Builder Certification
      Lightning Flow & Process Builder
      Pardot Specialist & Consultant Certification
      Sales Cloud Consultant Certification
      Service Cloud Consultant Certification
      Community Cloud Consultant Certification
    • Sponsor #1

    • Sponsor #2

    • Sponsor #3

    • Sponsor #4

    • Order Now!

    • Buy My Book

    • Buy My Book

    • Recent Posts

      • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
      • Getting Started with Salesforce Flow – Part 54 (Auto-follow a Chatter Question After Reply)
      • Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership and Permission Sets)
      • Getting Started with Pardot – Part 14 (How to Use Pardot Form Handlers)
      • Getting Started with Salesforce Flow – Part 51 (Add a Flow to a Lightning Page)
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
    • Blog Archives

    • Categories

  • Information

    • About Me
    • Affiliate Disclaimer
    • Contact Me
    • Privacy Policy
  • Top Posts

    • Salesforce Spring’21 Release Quick Summary
    • Learning Flow
    • Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership and Permission Sets)
    • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
    • Learning Process Builder
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
    • Getting Started with Process Builder – Part 30 (Auto-generate Renewal Opportunity With Line Items)
    • Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows)
    • Learning Pardot
    • Lightning Flow
  • Social Media

    • View Automationchampion’s profile on Facebook
    • View Automationchamp’s profile on Twitter
    • View Rakeshistom’s profile on GitHub