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  • Tag: Salesforce Chatter Group

    • Getting Started with Salesforce Flow – Part 38 (Reminder For Chatter Group Pending Membership Requests)

      Posted at 9:42 PM by Rakesh Gupta, on December 20, 2020

      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.

      Objectives:

      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.

      Field Name Details
      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

      Field Name Details
      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.

      Guided Practice (We-do):

      There are 4 steps to solve Pamela’s business requirement using Schedule-Triggered Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow, Schedule-Triggered Flow | 2 Comments | Tagged Advance flow, Auto reminder email, Chatter, Chatter Group, Chatter Group Pending Membership email reminder, Chatter Group Pending Membership reminder, Chatter Group Pending Membership reminder email, Chatter Internal, Cloud Flow Designer Workbook, CollaborationGroupId, CollaborationGroupMemberRequest, Create record, Decision element, email alert, Evaluate the rule when a record is, flow, Flow builder, flow builder in salesforce, flow builders, Flow examples, Flow exmple, group Owner, Lightning Flow, lightning flows in salesforce, Private Chatter Group, Private Chatter group Membership Requests reminder, Record Lookup, Reminder email for Chatter Group Pending Membership Requests, Reminder For Chatter Group Pending Membership Requests, request are pending to join the Chatter Group, request are pending to join the Chatter Group remincer, request to join, RequesterId, sales force automation software, salesforce, salesforce automation, salesforce automation tools, salesforce chatter, Salesforce Chatter Group, Salesforce Flow, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, Schedule Flow, Schedule-Triggered Flow, Schedule-Triggered Flow example, Send email, Send email flow enhancement, Send email from flow, Send Email static action
    • Getting Started with Salesforce Flow – Part 36 (Automatically Add a New Users to a Chatter Group)

      Posted at 9:48 PM by Rakesh Gupta, on December 2, 2020

      To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 24 (Automatically Add User to a Chatter Group).

      Big Idea or Enduring Question:

      How do you automatically add users into a Chatter Group? 

      Objectives:

      This blog post will help us to understand the following

      • Use After-save Record-Triggered Flow add users to a chatter group
      • Add a Time-dependent action in After-save Record-Triggered Flow
      • What is a MIXED DML error and how to avoid it?
      • Monitor Time-based flow queue

      Business Use case

      Brenda David is working as a System administrator at Universal Containers (UC). Her next assignment is to create a process to auto add a new user to Chatter Group (UC Internal Announcements).

      Automation Champion Approach (I-do):

      The process of creating a new user can involve many steps that have to be repeated for each person. This can become time-consuming for admins. However, this process can be made easier with automation.

      While this can be solved using various automation tools like Apex or Process Builder, we will use After-save Record-Triggered Flow. Check out this article to understand why we are using after-save record-triggered flow for this scenario. 

      Before proceeding, ahead, understanding CollaborationGroupMember objects in Salesforce. It represents a member of a Chatter group.

      Field Name Details
      CollaborationGroupId Represent Id of the Chatter Group
      MemberId Represent Id of the User (Group member)

      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 Brenda’s business requirement using After-save Record-Triggered Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow | 92 Comments | Tagged Add Member into Chatter group, Add Member into Chatter group Salesforce1, Add Memeber into chatter Group, Add new user to Chatter Group, ADM 201, adm 201 certification, adm 201 salesforce, admin release exam, Advance flow, After-save flow After save flow, Auto add new user to Chatter Group, Auto add new user to Chatter Groups, Automatically add individuals to Chatter Group upon provisioning new user, Automatically Add New User to Chatter Group, Automatically Add New User to Chatter Group Salesforce, Chatter Group, Cloud Flow Designer Workbook, CollaborationGroupId, CollaborationGroupMember, Create record through flow, Evaluate the rule when a record is, flow, Flow builder, flow builder in salesforce, flow builders, Flow Decision Guide, Flow examples, Flow exmple, flow trigger, headless flow, Launch flow from Process Builder, Lightning Flow, lightning flows in salesforce, Mixed Dml, MIxed DML Error, Mixed DML Flow, Mixed DML Soution, New Flow, New User Creation, Process Builder, Process Builder example, Record Create, sales force automation software, salesforce, salesforce automation, salesforce automation tools, Salesforce Chatter Group, Salesforce Flow, salesforce flows, salesforce lightning flow, salesforce lightning flow examples
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
      • Streamline Data Collection with Salesforce-Connected Forms
      • Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)
      • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
      • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
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      Converting 15 digit ID to 18 digit Salesforce ID
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