Tuesday, September 20, 2016

Automatically adding user into Chatter group using Process Builder

I am looking for solution to automatically add user to Chatter group and found this interesting solution using Flow Trigger and Workflow rule.However I am not able to implement it because Flow Trigger is pilot feature not GA feature.If I really want it, I can just call Salesforce Support to enable it but I m kinda of lazy.

But I just tweak this solution by using Process Builder.I think the solution is available out there but let me just update mine.


Please vote for this idea : Automatically add individuals to Chatter Group upon provisioning new user

If you are enabling namespace you might face this issue : Workflow Action Failed to Trigger Flow when triggering Flow created after enabling a namespace , and this solution might not work for you.

Step 1 : Create a Chatter Group
Step 2: Create custom field datatype checkbox in User object.
This is depending on how you want to implement logic to add user.In my case, if this               checkbox is false it will add user to the group.My custom field name is 'Sales Info Center Group'.

Step 3 : Create Flow
  • Create a variable to receive user id parameter.

  • Drag a Record Create to the Canvas
    • At the Assignment > Create > Standard>CollaborationGroupMember
    • At field choose Standard > CollaborationGroupId > and also add another field MemberId which is referring to the variable UserId that you created just now.The click OK.
  • Set Element as Start Element by clicking the green icon on Record Create 

  • Save your flow and activate it.


Step 4:Create Process Builder

  • Choose User object, for my case I start the process when a record is created or edited.
  • Add criteria like below .My condition is if user is Active and Sales Info Center Group is true.Save

  • I add two action , first it will call the Flow that we created previously.Second, it will update checkbox field to true like picture below.Don't forget to save your Process Builder and activate it.
Step 5: Testing

Choose one active user, update the record.Check out the group member.



Share with me if you have any idea or comment.Thanks.