Skip to main content

How to create Chatter Post and Notification from Flow ?


 It is very easy to create chatter post using process builder, there are many cool articles there.

https://automationchampion.com/2015/10/03/getting-started-with-process-builder-part-47-mention-a-related-user-in-a-post-to-chatter-action/

This post is in regards to create notification and chatter post using flow.

Use Case :We have downstream system which needs opportunity data from salesforce, we have fire and forgot integration approach to integrate both systems. Now on successful response we need to notify users that Opportunity has been pushed and one Id has been created in Downstream system.

Chatter Post 

1. Create Record Triggered Flow and Add your entry condition

2. Add action element

3. Select Messaging and Action as Post to Chatter

4. Create Text Template Type variable and Add your chatter message, 

Even you can tag chatter post to certain users. Sometimes we can see <P><B> in the message, please remove that tag when we view message in text format in Field.

Hi @[{!$Record.OwnerId}] Resident {!$Record.Name} has been pushed .@[{!$Record.Liaison__c}] @[{!UserRec.Id}]

5. Populate Message value as Text Template variable 

6. Populate Target Name or Id as Opportunity Record Id, so that chatter post will be added as feed item to record.

Chatter Post - 



Custom Notification

1. Define custom notification Type

2. Add Getrecords to get Notification Type Id


3. Add Action element. Select Notifications and Action as "Send Custom Notification"

4. Populate fields 

Custom Notification Type ID - Populate record Id got from step 2 Get records

Notification Body - Create Constant Field and text

Notification Title - "Matrix Update"

Recipient IDs - Collection Variable add all user Id, or chatter group Ids 

Target Id - opportunity Record id





Here is total flow 


When user log in to salesforce, they will see one unread message in the bell icon



Please let me know by adding comments how this is helpful for your use case.





Comments

Jen L said…
Thank you for this! Is it possible to have the post be from a specific user? EXample, I want to automate the chatter post I want the post to look like it was posted by a specific user.

Popular posts from this blog

Style in LWC

 Following are the ways we can apply in CSS in LWC. 1. Inline CCS Inline CSS is not recommended approaches, it is take highest priority among all CSS. style="color:green;font-size:10px;" is inline CSS added to div < template >     < lightning-card title = "Inline CSS" >         < div >             < div style = "color:green;font-size:10px;" > This is inline Style div </ div >         </ div >     </ lightning-card > </ template >  2. External CSS style can be applied to an elements such as h1, p,div span etc. It can applied to class using "." notation. for example .user{} It can also be applied to pseudo class.  for example .user:hover{} Id locator is not being used in LWC to apply style To apply external css, need to create separate CSS file, file name should be exactly matched with component name. for example - If component name is ...

How to Create/Delete file attachments(Content Document) through Apex ?

 There are 3 standard salesforce objects to store file attachments. Content Document, ContentDocumentVersion, ContentDocumentLink.  Here is the article to talk about these objects and relationship.  https://www.forcetalks.com/blog/contentdocument-and-contentversion-in-salesforce-an-overview/ ContentDocumentVersion ContentDocumentLink This post is all about how to create/delete content document though Apex. Here is code snippet // Insert Content Version record ContentVersion contentVersionRec = new ContentVersion(Title='filename',PathOnClient ='FileName.pdf',VersionData = bodyBlob,origin = 'H'); INSERT contentVersionRec; // this will insert one record in ContentDocument and ContentVersion , ContentDocument  is parent and  ContentVersion is child record // get contentdocument id contentVersionRec = [SELECT Id, Title, ContentDocumentId FROM ContentVersion WHERE Id = :contentVersionRec .Id LIMIT 1]; // Create Content Document Link record- This will attach ...

Lifecycle hooks in LWC

There are 3 phase of LWC component  1. Mounting  A. constructor, B. connnectedCallback C. render D. renderedCallback 2. UnMounting  A. disconnectedcallback 3. Error  A.errorcallback Note - render is not lifecycle hook, it is protected method of Lightning element class. Mounting Phase LWC Creation and Render Life cycle Constructor Method ·        This method called when component is instantiated and It flows from parent to child component. ·        Need to call Super() inside constructor method ·        Can’t access any component properties or child component because it’s not ready yet. ·        Host element can be accessed through “this. template” inside constructor method. ·        Don’t add any attributes to host inside constructor C   constructor (){          super (); //...