How to Make Chatter Post from Process Builder in Salesforce

In Salesforce we can create chatter post from process builder. Follow the below steps to create a chatter post.

Information: The below example is for creating a chatter post when New Account is created with “Account Type” as “Customer Direct”.

Step 1 : Go to setup –> Enter Process builder –> Select Process Builder

Step 2 : Enter the Process name,Description and choose the value for “The process starts when” based on your requirement the Click “Save”

Step 3: Select an Object and choose the “Start the process” option. It has 2 process

  1. Only when a record is created
  2. when a record is created and edited

Step 4: Add criteria – Criteria name, Criteria for Executing Actions and set the condition and click save. (Here the condition is Account type = Customer Direct )

Step 5: Add Immediate Actions. Choose “Post to Chatter” in “Action Type” and Choose “Chatter Group” in Post to then find the Chatter group which your org already have. Otherwise create a chatter group.

Also Enter a Message like “New’Customer Direct’ Account is created”.

Step 6: Activate the process Builder.

Execution : 

Go to Account and Create a new account with account type as “Customer direct”.

 

Result :

Go to chatter Tab and you can see the results like below,

Create your own Chatter post through process builder and get experience in Salesforce.

 

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