A few months back, I had written an article Automatically Add New User to Chatter Groupto discuss a way through which we can auto add a new user toChatter Group. To achieve it, I had usedFlow,Process BuilderandWorkflow Rule. I got excellent feedback, so I wanted to share another way to do achieve the same business use case, using theProcess Builder and Global Action. Let’s start with a business use case
Business Use case
Warren Mason is working as System administrator at Universal Containers (UC). His next assignment is to create a process to auto add a new user to Chatter Group (UC Internal Announcement).
Solution for the above business requirement
There are a few options for the above business scenario, but we’ll use Global Action (NewGroupMember) and Process Builder to solve the above business requirement. You can also use publisher action with process builder to create,update records or Log a Call purpose. Before proceeding ahead, you have to understandCollaborationGroupMember 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)
Note: – It will only work in the org, which is upgraded to Summer’15.
Follow the below instructions to create a Process Builder to solve the above business requirement
1. First of all, create aChatter Group(UC Internal Announcement) 2. The next step is to set up a processon the User object, to auto add a new user to Chatter group. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder and click on the Newbutton, Enter Name, API Name and then click on the Save button.
Define Process Properties
3. The next step is to add entry criteria. For this click onAdd Object, selectUser object and for the entry criteria, Select only when a record is created, as shown in the below screenshot, once you are done click on theSave button
Evaluation Criteria
4.The next task is to addProcess Criteria, To do this click on Add Criteria, enter Name, Type of action and set filter conditions (In this case set [User].IsActive Equals True) and click on theSave button, as shown in the following screenshot
Process Criteria
5. The next task is to set the time for scheduled action. For this click onSet Scheduleavailable underScheduled actions. Set time for scheduled actions as shown in the following screenshot
Time for Scheduled actions
6. Now we have to add aTime-based action into the Process to add the new user to Chatter group. For this select action typeQuick Actions, UseField Pickerto select the field [User].Id andText Entryfield to enter Related Record ID, as shown in the following screenshot
Add action – Quick Actions
7. Once you are done, click on theSave button, it will redirect you to Process canvas. Finally, theProcess will look like the following screenshot
Don’t forget to active the Process by clicking on theActivatebutton.
Proof of concept
1. Now add a user via the UI
Add new user
2. Once the user is created, they are automatically added to the group UC Internal Announcement within few seconds, as shown in the following screenshot
Proof of concept
Note: – I will suggest, implement this first on your developer org, test it and then move it to production. Don’t try to implement this in Spring’15 org, otherwise, you will get an error.
Posted at 1:50 PM by Rakesh Gupta, on April 21, 2015
In this articleGetting Started with Process Builder – Part 20 (Add Chatter Followers to Record),we had discussed a way to auto addChatter followers to account record using the Process Builder. But It will only work for System administrators or users with the Edit permission on account object. There are few business scenarios where a business wants to implantation this for all users so that anyone can add followers without editing the account record. Let’s start with a business use case
Business Use case
Vigne Kozacek is working as System administrator at Universal Containers (UC). They normally grant read access to account records to account team members. He received a requirement to develop an application, that will allow all users (it should also work in case if they have only read access to account record) to add Chatter followers to the account record without editing it.
Solution for the above business requirement
There are few solutions possible for the above business scenario. We will use Flow andProcess Builder(because it runs in system mode) to solve the above business requirement. Before proceeding ahead, you have to understand User mode and System modein Salesforce.
System mode: – In which the object and field-level permissions of the current user are ignored.
User mode: – In which the permissions, field-level security, and sharing rules of the current user are enforced.
A few points to remember
Flowruns in user mode.
Process Builderruns in system mode.
When you launch aFlowusing theProcess Builder, then it will run in system mode.
Designing the application
We will use a custom button on the account page layout to launch a Flow (#1). Flow will capture the data i.e.Account IdandFollower Id (User Id whom they want to make a follower of the record) from the user
Then we will save the details in a custom objectAdd Follower using the Flow(#1)
Then we will create another Flow (#2) to add the followers to account record
On creation of record inAdd Followerobject, we will trigger the Process to launch a Flow(#2), this Flow will be responsible for adding followers to record
Follow the below instructions to create a Flow and Process Builder to solve the above business requirement
1. First of all create a custom object (Add_Follwer__c) and few fields to Save the data, as shown in the following screenshot
Custom object – Add Follower
Make sure that you have granted Read, Create and Delete access on the custom object to all profiles.
2. To create a Flow, click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows
3. Click onNew Flow, it will open Flow canvas for you. Now we have to create a Text variables VarT_AcountId to store the account Id (we will pass the account Id through custom button URL) as shown in the following screenshot
Text variable
4. The next step is to create a screen that allows the user to enter the follower name. To do that drag-and-drop a Screen element ( Give the name Enter Follower) onto the canvas. To add a field onto the Screen click on Add a Field tab ( Give the name Enter Follower Name ) and then add one Textboxfield to enter User Full Name as shown in the following screenshot
Screen 1 – To get follower name
5. The next task is to display all users where the User Full Name matches with Screen1 input field. To do that drag-and-drop Screen Element ( Give the name Choose Follower) onto canvas, add Radio button ( Give the name Choose Follower Name) as shown in the following screenshot
Screen 2 – Add Radio Button
Now select Dynamic choice as shown in the above screenshot ( Give the name ChooserFollowerFromUser), select User object, Add filters criteria as Name Contains Enter_Follower_Name (Screen1 Input field) and IsActive Equals {!$GlobalConstant.True}.Under Choice Label select Name and under Choice Stored Value select Id as shown in the following screenshot
Screen 2 – Dynamic Choice
6. To create a record in Add_Follower__c object, we will use Record Create element. Drag-and-drop aRecord Create ( Give the nameSave the data in Add Follower object) onto the canvas and map the fields according to below details
Select Object Add_Follower__c
Enter AssignmentAccountId= {!VarT_AccountId} andFollowerId= {!ChooseFollowerFromUser} (Dynamic Choice), as shown in the below screenshot
Create a record in Add Follower object
7.Finally, yourFlow #1will look like the following screenshot
8. Saveyour flow with nameAdd details to custom objectand close the canvas. Don’t forget to Activatethe Flow
Flow Properties
9. The next step is to create a custom button (Add Follower) on the Account object to call the Flow and pass the {!Account.Id} into variable
Custom button URL :-
10. Till now we have created a Flow to take the input from a user and save the data into a custom object. Now we will create another Flow to add the follower to account record. For this click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows
11. Click onNew Flow, it will open Flow canvas for you. Now we have to create two Text variables VarT_AcountId and VarT_FollowerId as shown in the below screenshot
Text Variables
12.To create a record into EntitySubscription object, drag-and-drop aRecord Create ( Give the nameAdd follower to record) onto the window and map the fields according to below details
Select Object EntitySubscription
Enter AssignmentParentId= {!VarT_AccountId} andSubscriberId= {!VarT_FollowerId}, as shown in the below screenshot
Add Follower to record
13. Now we have to delete the record from Add_Follower__c object that we had created to save the follower details. To do that, drag-and-drop aRecord Delete ( Give the nameDelete record from Add Follower object ) onto the window and map the fields according to the following screenshot
Delete a record
14.Finally, yourFlow #2will look like the following screenshot
15.Saveyour Flow with name Add follower to record (Type: – Autolaunched Flow) and close the canvas. Don’t forget to Activatethe Flow.
Launch a Flow (#2) from Process Builder
Our next task is to create a process on the Add_Follower__c object to launch a Flow. To create a workflow on theAdd_Follower__c object follow the below instructions
1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder and click on the New button, Enter Name, API Name and then click on the Save button
Define Process Properties
2. The next step is to add entry criteria. For this click on Add Object, select Add_Follower__c object and for the entry criteria, Select only when a record is created, as shown in the below screenshot, once you are done click on the Save button
Evaluation Criteria
3.The next task is to add ProcessCriteria, To do this click on Add Criteria, enter Name, Type of action and for filter conditions selectNo Criteria – just execute the actions! and click on theSave button, as shown in the following screenshot
Process Criteria
4. The next step is to addan Immediate action to Process. Click onAdd Action(Under Immediate actions), Select the type of action to create (In our case Flows), and then fill out the fields to define the action, as shown in the following screenshot
Add action – Flows
5. Once you are done, click on theSave button, it will redirect you to Process canvas. Finally theProcess will look like the following screenshot
Don’t forget to active the Process by clicking on theActivatebutton.
It’s time to test this App
1) In this demo, I am going to use Demo User account (Profile assigned: – Standard User Clone, this user only has Read access on the Accountand Read, Create and Delete access on custom object Add_Follower__c).
Demo account
2) The next step is to click on Add Follower button and follow the instructions available on Flow screen.
Final Output
Finally checkout the Follower section available on the record detail page.
Note: – I will suggest you to implement this first on your developer org test it and then move it to Production.
