In order to post the same message as displayed at the beginning of this post, you can use the formula below: ' Hi has been updated. The Message parameter should be of type Formula so that we can concatenate field values from the related records. This can either be an ID of a community, “internal”, or null (blank). Community Id - the optional ID of a community to which to post the message.This can be a user ID, a group ID, or a record ID. Subject Id - the parent record of the post.Message - this is a message for your Chatter post.The Apex action takes in 2 required inputs and one optional: Your Process Builder should look similar to this: Finally, add an Apex immediate action and name it “Post to Chatter”. Next, add a condition without any criteria, so that it is executed every time a Process Builder is triggered (it should go without saying that we are doing this just for demo purposes, I don’t recommend using no criteria in Production). To test out this feature create a Process Builder on Opportunity object and make it run every time a record is created or edited. Hopefully, you have successfully deployed the Apex classes to your Sandbox so that you can use them from Process Builder or Flow. Everything else was written by Salesforce. I have also added the ability to bulk post up to 500 Chatter elements using 1 DML statement. I have forked the official Salesforce repository and added the additional code to support adding links to records (previously it only supported mentiones of Users and Groups). One class, ConnectApiHelper, is used to easily Post to Chatter from Apex code, and the second class, PostToChatterAction, contains an InvocableMethod that can be executed from Process Builder or Flow.ĭisclaimer: ConnectApiHelper class was not built by me. You can use the below Deploy to Salesforce button to deploy a couple of Apex classes to your sandbox from my GitHub repository. Because of that, we have to write some custom code to get around this limitation, which, luckily, I already did.
In this post I’ll provide a way how you can use these tools to easily post something similar to what I did in the picture below:Īs I said at the beginning of this post, there is no way to do this out-of-the-box just yet. This feature can be used directly while typing in Chatter, or from Apex code, however, they haven’t provided an out-of-the-box way to do this from declarative tools such as Process Builder or Flow.
In Summer ‘18 Release Salesforce provided a way to “link to your most relevant records from a Post or Comment” in Chatter.
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