In Salesforce Chatter Group represent a group of users. It’s a great way to boost collaboration in your organization. We can add any number of users in Chatter Group. You can add unlimited members into Chatter Group, but a user can join maximum of 100 Groups. This is a daily job of Salesforce admin to Add/Remove users from a Chatter Group. As you aware that Form Salesforce1 or SalesforceA app we can’t Add/Remove user from the Chatter Group. Now let’s start with a business requirement.
Business Use Case
Higher management at Universal Containers wants to develop an application for Salesforce1, from where Chatter Group admin easily Add/Remove user from the Chatter Group. They also want to make sure if a user is already a member of Chatter group then display a message otherwise add a user into the group, for removal if the admin is trying to remove some user those are not part of the Chatter group then display message else proceeds.
Solution for the above business requirement
I think this is a good use case to start with Visual Workflow. To solve this requirement you have to use Screen, Record Lookup, Record Create, Record delete, Decision, Dynamic choice etc. Almost you have to use all the feature from Visual Workflow. With the power of Visual Workflow, we will create an app without using a single line of code. Before proceeding you have to understand CollaborationGroup and CollaborationGroupMember objects in Salesforce.
1. CollaborationGroup: – This object represents a Chatter group.
2. CollaborationGroupMember: – This object represents a member of a Chatter group. CollaborationGroupId represents Id of Chatter Group and MemberId represents ID of the user(group member).
In our app user will first select Chatter Group, In which they want to add/remove user then enter User Name in the same screen. On the next, they will get an option to select a User that matches the User Name entered in the previous screen and action they want to perform Add or Remove. Then we will check whether a user exists in the Chatter Group as member or not. Based on the action we will perform addition or removal action. On the addition If the user is not a member of Chatter Group then add else show display message. To develop additional functionality follow the below instructions
Note: – In this article, I will discuss only to add into Chatter Group. In the similar fashion, you can develop remove functionality. I will also provide an Unmanaged Package of my app so you can play it within your dev org.
1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows
2. Click on New Flow, it will open flow canvas for you
3. Drag and drop a Screen ( Give the name Enter Details) on the window, add two fields with below details
| Name | Data Type | Required |
| Select Chatter Group | Dropdown List (Dynamic Choice) | Yes |
| Enter User Name | Textbox | Yes |
To make a dynamic choice (It means to show the list of Chatter group from your organization) and store in one variable {!ChatterGroupID}, as shown in the below screenshot
Show the list of Chatter Group
4. Drag and drop a Screen ( Give the name Select User Name and action) on the window, Add one Dropdown List field ( Give the name Select User Group) create a new Dynamic Choice with below details
-
- Select Object User
- Enter criteria Name!= {!$GlobalConstant.EmptyString} and Isactive= {!$GlobalConstant.True}
- Save ID in some variable in my case it’s {!UserID}, same like below screenshot
Select User Name
- Add another Dropdown List field to show the action with below details.
| Name | Data Type | Value | Required |
| Action | Dropdown List | Add Remove |
Yes |
5. Now we will check whether selected user exists as a member into requested Chatter Group. To do that add one Record Lookup.
-
- Select Object CollaborationGroupMember
- Enter criteria CollaborationGroupId= {!ChatterGroupID} and MemberId= {!UserID}
- Save ID in some variable in my case it’s {!MemberID}, same like below screenshot
Lookup for Chatter Group Member
This {!MemberID} we will use to decide whether we have to Add or Remove Member into Chatter Group or display message( When a user is already part of Chatter Group)
6. Based on the action selected by user Visual Workflow will perform necessary action. Now add one Decision element to decide whether users want to Add or Remove based on that it will perform the necessary action. We will use action field to define a decision. You can take help from below screen shot
Add Decision to Decide Add or Remove Member From Chatter Group
7. If user selected Add member action then we it will redirect to the new Decision element where we will decide User already part of the Chatter Group or It’s a new member. Her we are comparing variable {!MemberID} with 0 to decide no member exist with same detail else add. You can take help from below screenshot
Add Member or Display Message
8. The next task is Add member to do that Drag and drop a Record Create onto the window, and map the fields as per below screenshot
Add Member into Chatter group
- To Display Message Drag and drop a Screen onto the window, Add one Display Text field and type message that you want to display, you can also take help from below screenshot
Display Message
Finally our flow will look like below screenshot
Use this app on Salesforce1
- To use this app on Salesforce1 , create a Visualforce Page, Select Available for Salesforce mobile apps check box and embed your Flow and crate a Visualforce Tabs to call it. Bel0w is the sample code for your reference
<apex:page >
<br/>
<Center><Font size ="6" color ="gold">Add/Remove Member Into Chatter Group</font></Center>
<br/><br/>
<style type="text/css">
.FlowText {
color: crimson;
}
.FlowDropdown{
color: limegreen;
}
</style>
<flow:interview name="Chatter_Group_Member"/>
</apex:page>
ff
Now navigate to Name | Setup | Administration Setup | Mobile Administration | Mobile Navigation
- Add you Visualforce Tabs into selected pane, as shown in below screenshot
Add Visualforce Tab into Mobile Navigation
It’s time to test this feature
To test this app open your Salesforce1 and navigate to Apps and click on your Tab (ARM Chatter Group) it will open a Visualforce page for you. In this demo I will adduser is Rakesh Gupta to the Chatter Group (Salesforce Project) and click on Next In our case Screen-1 will look like below screenshot
Screen 1
On the Screen-2 it will show the list of user based on user input on Screen-1. Select the User and Action from the Drop-down list and click on Next, It will look like below screenshot
Screen 2
On the Screen-3 it will display message as user is already member of Chatter Group (Salesforce Project)
Screen 3
Install this app
I am offering this app an Unmanaged package, you can install it from below URL
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t900000004yHJ
To install this app replace Login with your Salesforce instance name in my case this url will look like
https://ap1.salesforce.com/packaging/installPackage.apexp?p0=04t900000004yHJ
