Automate Chatter with Process Builder

00:06hello this is Chad Smith and I'm a Salesforce technical architect and welcome to the Salesforce quick hit series and today's video is going to be on the lightning process builder in chat so something that's relatively new in Salesforce I think it went GA in the winter 15 release is the lightning process Builder and what this seems to be is a replacement for the workflow uh so we can do most of the things that workflow currently does um but it can also do some additional things like call out Apex code um and also work with chatter which is the video uh that we'll going be going through today so it can post to chatter so it can post to a user record you can set it up to post to a particular record you can also set up to post to a chatter group um so I a couple of pretty useful things um that you could do here would be to create a next action chatter group

00:55and whenever an opportunity's next action changes it would automatically post to that group so rather have to go through uh individual opportunity to see what's going on with them um you can have your users just join a group and see the next actions and some same thing with opportunity wins so everybody like to celebrate when we win an opportunity let's post all the wins into a chatter group um and people can follow it and congratulate each other on jobs well done all right so let's get started uh this demo here so I've created two chat groups opportunity next actions and opportunity wins and I'm going to post uh one opportunities and opportunity next actions too so next step after having those created I'll go into my setup and then down in create workflows and approvals we'll see the process Builder so this screen is going to show us all of the processes that we have as

01:56well as their status you can see I have two in here that are inactive so let's go ahead and create a new process to post to the opportunity win group so I'll just go ahead and click new and I will call this autopost opportunity wins and we'll give it a description uh this process will automatically post to the chatter group but an opportunity is one all right and we'll click save and we have to tell it which object we're going to be working with and that object is going to be opportunity and one of the things I like about this um process Builder is you can just start typing in these fields and it basically selects what you want so of having to scroll through and we will look at this whenever a record is created or edited and there's no need to evaluate a record multiple times so we can leave that unchecked go and hit save and then

03:07we'll add a criteria so when should this process go and the criteria will be opportunity one and we can base out when the filter conditions are met when a formula EV to true or no criteria well we want when our filter conditions are met and here are our filter conditions and so it's going to be based on the field stage and you see it's the type pick list API name stage name is equal to and then we'll select one and we'll do close one now here we can add multiple rows uh if multiple criteria must be met we don't need that for this and we don't doesn't matter on the filter conditions here because we only have one condition go ahead and hit save and then we'll add an action and here are the actions that we can do we have Apex create records email alerts flows post a chatter quick action submit for approval update records

04:12we'll go ahead and choose post a chatter and post to the chatter wi group and what are we going to post to we can post to a user record a chatter group or to this record and we want to post to a chatter group and we find the group and I'll start typing here and there it is our opportunity wins group and this is where we type the message so we can mention a user or a group we can automatically add topics and then we can insert Fields so in our post we we'll have the account and then I'll insert the field from the opportunity going to account name there and then save and uh do a shift enter to make sure you're on the next line and then what opportunity is it and we'll find the opportunity name right there amount and then the owner of the opportunity and for this I'll go opportunity owner

05:38and then Traverse to the first name and last name good I'll go ahead and save this activate it and then we activate it um this is going to warn us that there's another version already active this will replace it never really replace it but it'll deactivate the old one and activate this one so now if I click back to setup and I'll open up my opportunities tab here and we have a ABC Global Corp widgets opportunity and I will go ahead and Mark this as closed one and then cross my fingers go to our chatter groups uh I see a post here at 548 so this is looking good and there it is and it looks like I didn't do my shift enter uh after amount I just did enter so these are on the same line so don't you make that same mistake uh to get that extra space I always use the shift shift enter or shift return all right so

07:07that's opportunity wins so let's go ahead and do one for next actions so I'll go back to my create workflows and approval my process Builder and let's go ahead and create a new one and this will be post opportunity next actions and go ahead and hit save all right and again our object is going to be opportunity and when a record is created or edited my filter criteria here now will be a next step change and we'll set the filter conditions here so the field here would be next step and then the operator so there's a few more here equals do not equal to starts with end with contains is null was set is changed um so let's go ahead with is changed and that would be true and I think we also want to do one here for next step is set so if

08:37it's goes from nothing to something so it was set we want this to run or if it's changed so let's go ahead and use the or there and save that we'll add an action my action type will be post a chatter and post to the Next Step group and cheddar group and let's find the next all right so for the opportunity and let's go ahead and put in the name here I almost did the not shift enter again uh and maybe want the account name here account name and then we'll go ahead and put in what the next step or next action is however you want to say it and next step and save this and go ahead and save that and we will activate it all right

10:03and so let's go ahead and go back to my opportunities and we have an open one here I think for gadgets so my next step might be to send quote and we'll sales rep we we'll put that in and so let's go ahead and look at our groups here there's my next Action Group all right so the next step is Sun quote and then the next time time maybe they send the quote you know followup on quote and then when that gets saved go ahead and refresh the group so we're going to see that so um I think these uh the lightning process builder for chatter has a lot of great uses uh here's a couple of them and would love to hear some of the other ways that you're using it um but I hope you did enjoy the video and we'll talk to you soon in