Posted at 2:15 AM by Rakesh Gupta, on April 23, 2019
Currently, Summer’19release is available under the pre-release program.On the 3rd and 4th of May, Sandboxes will be upgraded; as a result, your organization will get the look and feel ofSummer’19 release. In this release, you will find lots of new features, as well as, new enhancements related to Lightning Experience, Lightning Flow, Lightning Web Component, Apex, Communities, and APIs.
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.
