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!
