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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.





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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.
20 January 2022 at 19:03
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