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.
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.
|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.