Chatter Notifications

Simon Maskell Updated by Simon Maskell

The steps below show you how you can create a Salesforce Flow to post to Chatter on assignment of a record in DE. In this example, the post is on the record mentioning the assignee, but can be configured to meet your requirements. See this help article for more information on the available options.

Note: the labels used in the example are just suggestions, you can set them to whatever you like.

Step 1 - Create the flow

  • Go to Setup > Process Automation > Flows
  • Click New Flow
  • Select "Platform Event-Triggered Flow"
  • Click Create
  • Click "Choose Platform Event" in the Start step and search for "n2de__Distribution_event__e"
  • Click Done

Step 2 - Filter only assignment events

  • Click the Add Element button and select "Decision"
    • Label: Check Assignment
    • Outcome details Label: Is Assignment
    • Condition Resource: {!$Record.n2de__Event_type__c}
    • Condition Operator: Equals
    • Condition Value: Assigned
  • Click Done

Step 3 - Post the Chatter message

  • In the "Is Assignment" branch, click the Add Element button and select "Action"
  • Search for the Action "Post to Chatter"
    • Label: Send Chatter Notification
    • Message: Enter a message of your choosing, which can also contain variables from the platform event, for example "@[{!$Record.n2de__Assigned_owner__c}]" to mention the assigned owner or "{!$Record.n2de__Assigned_record_name__c}" for the record name
    • Target Name or ID: {!$Record.n2de__Assigned_record_id__c}
  • Click Done
  • You will end up with the following Flow

Step 4 - Save the flow

  • Click Save on the toolbar
    • Flow Label: Send Chatter on Assignment
  • Click Save
  • Click Activate on the toolbar

Step 5 - Enable sending platform events

  • See Distribution Settings for more information on enabling the sending of platform events on assignment
  • Ensure the "Publish platform events on assignment" checkbox is checked in Distribution Settings
This is an example flow, it is recommended to include fault handling and fully test the flow before activating in production.

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