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  • Tag: Textpost

    • Getting Started with Salesforce Flow – Part 32 (Preschedule Chatter Posts)

      Posted at 10:25 AM by Rakesh Gupta, on December 11, 2020

      Big Idea or Enduring Question:

      How do you allow your users to preschedule Chatter posts?  

      Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files, and Comments on others’ posts, etc. Many time I found on Trailblazer community people is asking about a way to Preschedule Chatter Posts. But Salesforce doesn’t have any out-of-the-box feature for this, so the next way is to use the AppExchange app.

      In this article, I will show, how you can develop your own app for scheduling Chatter Posts too without code.

      Objectives:

      After reading this blog post, the reader will be able to:

      • Use After-save Record-Triggered Flow to create a record
      • Use After-save Record-Triggered Flow to delete a record(s)
      • Add a Scheduled Paths action in After-save Record-Triggered Flow
      • Monitor Time-based flow queue

      Business Use case

      Pamela Kline is working as a System administrator at Universal Containers (UC). She has received a requirement from the management to allow their users to preschedule Chatter posts. Which will help them to schedule posts ahead of time, for example, birthday wishes, or other important announcements. 

      Automation Champion Approach (I-do):

      Salesforce now (After Spring’21 Release) allows you to add time-dependent actions in the Flows, similar to the Process Builder. This is a major enhancement that will ultimately bring Flow to the next level. 

      There are few solutions possible for the above business scenario, but we’ll use After-save Record-Triggered Flow to solve it. Check out this article to understand why we are using after-save record-triggered flow for this scenario. 

      Before proceeding ahead, you have to understand the FeedItem 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
      Body This is the message that appears in the feed.
      ParentId The ID of the object type to which the is related. For example, set this field to a UserId to post to someone’s profile feed, or a GroupId to post to a specific Group.
      Type The type of feed item. In our case it’s Textpost.

      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 2 steps to solve Pamela’s business requirement using After-save Record-Triggered Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow | 4 Comments | Tagged Advance flow, Chatter, Chatter Group, Chatter Post schedule, CollaborationGroupMember, Con 201, Create record through flow, Decision element, Dropdown List, dynamic choice, Fast Create, fast delete, Fast lookup, FeedItem, flow, Flow builder, Flow examples, Flow exmple, loop, New Flow, Preschedule Chatter Posts, Record Create, Record Delete, salesforce, Salesforce Flow, schedule Chatter Posts, Textpost
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