Yes, yes, I know! Adding System Administrators to a new Chatter Group is just one of the Chatter automations listed above! But, what fun is it in being spoon feed? Why not harness your newly acquired knowledge – of Process Builder and Flow – and try your hands on the other aforementioned scenarios? Whenever a Chatter Group is created, automatically add system administrators to the group.Edward received the following requirement from upper management: At GoC they use Chatter extensively to collaborate internally. Business Use CaseĮdward Backhouse is working as a System Administrator at Gurukul on Cloud (GoC). Since Spring’18 release, however, it is now possible to manage these tasks with the help of Flow and Process Builder. Let us see how to get started on working smarter by tackling a business use case. Until now, it was necessary to write Apex code to manage the aforementioned tasks. And, last but not least, auto add all System Administrators to a new Chatter Group.Send email notification to group owner or managers when Chatter group doesn’t have a description.Criteria based auto-archiving – Archive this group if there are no posts or comments for 90 days.Whenever a group is created, auto update the Group Type to Private.If you didn’t get a chance to read it yet, do it now! It will significantly improve your knowledge of Process Builder and automation around Chatter.īelow are few tasks, related to Chatter groups, that can be automated to enhance productivity. In the aforementioned article, I have discussed few advanced concepts that will help you to automate Chatter Group membership. Getting Started with Process Builder – Part 82 (Recipes for Automating Chatter Group Management).Chatter groups can be public, private, unlisted, or archived. A Chatter group represents a group of users – one can add unlimited members to a Chatter Group but, a user can join a maximum of 300groups and, your company can have a total of 30,000 groups. Chatter Group is one of the best ways to boost collaboration in your organization.
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