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Salesforce Process Builder Quick Start Guide
book

Salesforce Process Builder Quick Start Guide

by Rakesh Gupta
July 2018
Beginner to intermediate content levelBeginner to intermediate
170 pages
3h 40m
English
Packt Publishing
Content preview from Salesforce Process Builder Quick Start Guide

Hands on 4 – posting opportunity details to the Chatter group

Often, a business will want to auto-post the details of records to Chatter groups. This is possible through Apex code, but there is a way to achieve it without code – that is, Process Builder. Process Builder has a specific action for this, called Post to Chatter. You can auto-post the record details to a Chatter group using the following methods:

  • Process Builder
  • A combination of Flow and Process Builder
  • A Flow and an Inline Visualforce page

Let's look at a business scenario. Suppose that Helina Jolly is working as a system administrator at Universal Containers. She has received a requirement to post opportunity details to the Sales Executive Chatter group, whenever an opportunity ...

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Publisher Resources

ISBN: 9781789344318Other