Skip to main content

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.


Popular posts from this blog

Search Solution Basics

When is it a good time to create a customized search solution? You're developing an external knowledge base for user support. You're in the mood for a fun Friday night. The sales reps just started using the Sales Cloud in Lightning Experience. You want to put your company branding in the search bar. What differentiates SOSL from SOQL? Syntax SOSL searches the search index instead of the org database. SOSL searches more efficiently when you don't know in which object the data resides. All of the above. SOSL works with: REST only SOAP only REST, SOAP, and Apex SOQL only What does a search for a single object look like in SOSL? FIND {cloud} RETURNING Account FIND in ACCOUNT RETURNING "cloud" FIND "cloud" in ACCOUNT FIND (cloud) RIGHT NOW! What does a search for multiple objects look like in SOSL? FIND {sneakers} RETURNING ALL ARTICLES FIND {sneakers} in ALL OBJECTS FIND {sneakers} RETURNING Product2, Content

Determine the Salesforce Edition for Your App

How does Enterprise Edition differ from Professional Edition? Enterprise Edition has features that aren't available in Professional Edition Professional Edition is only sold to Accountants, Dentists, and Lawyers Enterprise Edition supports more users than Professional Edition Professional Edition has higher limits than Enterprise Edition Which list correctly orders editions from smallest to largest? Enterprise Edition, Professional Edition, Group Edition, Performance Edition Professional Edition, Group Edition, Enterprise Edition, Performance Edition Group Edition, Professional Edition, Enterprise Edition, Performance Edition Professional Edition, Group Edition, Performance Edition, Enterprise Edition You’re building an ISVforce app that reuses Account, Contact, Lead, and Opportunity objects to vet vendors who resell products for your customers. You use Record Types to ensure that the fields you add don’t interfere with the customers existing use of those obj

ISV App Strategy

App Type ISVforce App app that extend Sales or Service Cloud can be sell only to existing Salesforce customer. if we use some Salesforce licence dependencies feature, need to make sure the user also have licence from Salesforce. our customer have to purchase the license from Salesforce Licence type mostly Sales and Service cloud Embedded app (OEM Embedded app) app that does not rely on Sales cloud or Service cloud functionality. can be sell to existing customer or customer who does not use Salesforce at all. have access to App Cloud platform.Although they have access to certain Sales and Service cloud object such Leads,Opportunities they can't surface those to customer. by contract,Salesforce does not give permission to rebuild Sales or Service Cloud functionality within OEM Embedded app. the licence is embedded in application for new customer and existing customer but existing customer can choose to assign their ISV app licence rather than using embedded