Create a Chatter Group

Configuration to Create Group in Chatter Screen

Prerequisites

• Create an access token for your Salesforce application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Chatter tab.
     2. On the Chatter tab, drag the Create ChatterGroup activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Create Chatter Group .

Procedure

1. On the Configuration to Create Group in Chatter screen, in the Chatter field, select your Salesforce Chatter access token.

   To create a new access token, click Add Token . For more information, refer to New Salesforce Access Token.

   When you select the Chatter access token, the Salesforce environment URL is shown in the Instance Name field.

2. In the Group Name field, enter the name of your chatter group.
3. Complete these fields as necessary.

   Field Name	Definition
   Group Name	Function: Specifies the name of your Chatter group. Accepted Values: One line of text. Default Value: None Accepts Process Data Variables: Yes
   Description	Function: A description of the group.
   Visibility	Function: Specifies whether anyone or only members of the group can see and add posts, comments, and files. Accepted Values: PublicAccess - Anyone can see and add posts, comments, and files. PrivateAccess - Only group members can see and add posts, comments, and files. Default Value: None Accepts Process Data Variables: No

4. (Optional) To store the group ID as a process data variable, add the variable from the Process Variables screen to the field Store the respone Group ID in Custom Attribute or Schema.

   Field Name	Definition
   Store the Response Group ID in Custom Attribute or Schema	Function: Specifies the process data variable that stores the group ID. Accepted Values: A process data variable. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

• Configure General Options for a System Activity
• Create Chatter Group activity
• Process Data Variables