The next concept that we are going to learn is about using process builder to post to chatter So Chad
and we know it is real time collaboration tool or maybe a real time collaboration application.
And using this application began work together began.
Talk to other users and also share information.
All right so that is the whole concept of charity in fact.
We can relate this to any of the other real time collaboration tools that we have in our day to day
use like Facebook or WhatsApp.
Basically the concept is the same in order to collaborate with other users.
So that is the whole idea in fact that even in WhatsApp if you consider we can send a message to a separate
user or we can also create WhatsApp groups and we can post a message to a specific group.
Right.
Similarly in chat it also we have the concept of groups chat groups within a group of people they form
a team and they create a chat group based on any common interest I would say or any common goal.
Say for example.
People working on the same opportunity or maybe a specific set of people working in a particular location
or maybe even a specific set of people working in a team like marketing team or sales team.
Right so the any any group of people with a common goal or a common interest we can create chat groups
so that they can collaborate more efficiently with the team and Salesforce gives this option of an excellent
collaboration tool.
And that is chatter and as part of the basic admin concepts like we know how to bolster chatter message
to a specific user or even to a post to a specific group.
We know that but no we are going to learn how to use a process builder to post to chat to go to a developer
Rog process builder.
Let's create a new process fill in the details here.
Give the appropriate name and description and also here the process starts when the record changes.
So let's also discuss the business use case the business use case that we have considered us up say
for example that is an opportunity and benefit an opportunity is closed successfully meaning the stage
changes to close to one.
In that scenario the loose process builder to automatically post to chatter.
So that does our business use case.
So whenever the opportunity is successfully closed will automatically bolster chatter message.
So that is the whole concept.
So I have given the name API Name Description accordingly.
Save.
Now let's define a process.
First we need to choose the object in our case it is opportunity and desire.
This is alerting us that that is already an operative opportunity process available.
And then all of a real criteria is that when the opportunity is set to close to 1.
So it is basically created or edited safe and let's add the criteria we save and the opportunity is
closed.
Basically close to 1 and a let's choose the stage.
It's a big list too close to 1.
So this is of a criteria.
Whenever the opportunity is close to successfully then what has to happen is we have to automatically
posted chatroom message.
So in the action type choose bolstered Chatah give us specific action name in our scenario let's consider
a simple use case then and we want to pull stuff congratulating the opportunity on it.
So the action name I have given is congratulate opportunity on it.
And here we have three options.
Either we can post to user a specific user or we can post to a chat a group or we can post on that specific
record.
So then we say this regard.
It means the opportunity of a card that triggered the process.
So we have all these options available to you.
In fact I would like to show you all the options.
So first let's go to the user option.
So they use that option again.
They have two options out here either search for a user meaning it will display all the users available
and set up manage user users.
You can find any use it out here or sell it to use it from a direct card.
Meaning does opportunity record.
You can select any will set at the stack to the opportunity to say for example there have been multiple
uses there in our record right.
Like the owner or not a user created by created by user user last modified by last modified by user
user.
And there will be other users as will do a record so you can post to any of the user back to that record.
So that is also possible on maybe engender any specific user.
So when you say Search for I use it it does don't all the users Act is available so this is a use that
I have
so you can post to any specific user and other development order but we have only to use us.
So I think I don't have the test use that I think it does use it to oh yeah
so you can specifically post a message to any specific user or you can choose from their record aspect.
So basically let's do both.
So we know how to use that.
So what I'm going to do this I'm going to post a specific message to the user and to better understand
what I'm going to do this.
This is the specific message to the user.
All right.
This is not I think part of the user that is from that a card but to the specific use it.
So let me give the message like this will we be able to understand that.
And here you also have the options of much fee that we use it and the other options.
So perfect save.
Let's also add on that action that is supposed to chatter and let's say congratulate the owner and again
let let's choose user.
This time they'll choose select a user from the record.
So when we say like the fact the user from the record we need to save each user and in our case we are
choosing the owner right.
So let's choose owner
and we'll choose the owner i.e. so opportunity owner i.e. Sylvia.
Basically posting a message to the opportunity or net so once they specify the user.
Now let's specify the message aspect.
So let's say hey opportunity owner.
So what.
Opportunity.
Owner we need to pull in the details using this much food option
so opportunity or not.
So this will give us the opportunity owner's name.
All right.
So the message would be Hey opportunity owner.
Congratulations on successfully closing the opportunity.
Well it would be more appropriate if we choose opportunity name as well.
So they use animals specifically which opportunity.
Right.
So let's also include the opportunity name to include opportunity name.
We need to again use a much feels so opportunity need perfect.
So this is a short and sweet message save it so of a second action is also defined.
So the first action we posted to a specific user and in the second action we posted to the user from
the record
let's also do another action
post to that a card.
This is this act got Jack a little puzzle pretty much similar but just that we do not have any shadow
groups are created already.
So let me skip that option but it is pretty much similar to what we did earlier.
Now let me choose this red card.
So this red card means the opportunity of a card that triggered the process.
So this message will be posted to that record as such and not to the user.
So let me give the message in such a way that this is the chapter message posted on the card.
Rachel you know their body language testing will know exactly like this is a message that is posted
on the record saying I'm just like this.
This may be random messages but this may not be in sync with any business logic but just that I would
like to show all the various options available out here.
So we know when to use all these options.
So save perfect.
So we have basically created a three actions out here.
One is to the user.
The other is to the user back to the record.
The thought is on that specific card that triggered the process.
So we have created three actions out here now that of a process is done.
Let's go and activate the process effect of our process is activated.
Now let's test it out.
So for testing this process we need to go to opportunity pick any opportunity.
But before that let's also check the chatroom messages.
So this is the chapter and here we have some chatter food out here and nothing in related to the opportunity
passage.
Now let's update a one off the opportunity to close to one and see how good does getting posted.
So pick any opportunity where the stage is not close to one.
So let's say this is an opportunity out here and let me change the stage to close to one.
So by doing this change this will trigger the process that we just created.
All right.
So the process is very good.
And you can see the message got posted in that checked out.
So this is the chapter message bullshit on the record.
So basically this is our thought action that we defined right.
So and this one we already now have configured in the chat room settings so that the separate but this
is the one that does that a third of the process that we just configured.
And on top offered what we did.
We also posted messages to the specific user and also to the opportunity owner.
So an opportunity on it as me.
So I'm going and checking in my Twitter feed
and here we can see that hey opportunity owner congratulations on successfully closing the opportunity
because of a second action.
And we also see this this is the specific message to the user.
So this is posted specifically to me.
All right.
So this is a specific message to the user.
Basically this was our first action that we defined this one this one.
So these are the various options and as I told you earlier we can also create chat groups and post a
message to the chat room group in a very similar fashion.
So these are the various ways that we can use a process builder to automate posting messages to chat
up
thank you.