To do so, do a forward slash and start typing the name of the record. You can then select your record, and just like with any chatter post you can type your message and hit share. Salesforce Tips & Tricks 41: Mention a Record in Chatter
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Set Input Values
- To post to a user's feed, enter the user's ID or username. ...
- To post to a Chatter group, enter the group's name or ID.
How do I post to a record’s chatter feed?
Post to a Record’s Chatter Feed from a Process Process Formula Limitations Nest Processes in the Process Builder Specify When Your Actions Execute with a Schedule Send a Survey Invitation from a Process Sample Process: Printer Management Edit a Document from a Process
How do I post to chatter from a process action?
Post to a Record’s Chatter Feed from a Process Mention a User or Group in a “Post to Chatter” Process Action Use a Quick Action from a Process Work with Quip from a Process Create a Document, Folder, or Chat Room from a Process Add a Document to a Folder from a Process Remove a Document from a Process Add a Live App to a Template from a Process
How to post to chatter from flow?
Do you know there are also two ways to post to chatter from Flow? Let’s dive into the two very different solution! The standard action only supports plain text. In your template, you can add three interactive items – Mention, Topic, or Link to Record: Mention: @ [ ] and put User or Group Id inside. Topic: # [ ] and put strings inside.
How do I post a message to chatter?
Create a "Post to Chatter" Core action Create a new resource for the Message, make it a text template. If you stored the record owner in a Get element, brought in from process builder, record triggered flow, etc. you should reference the Id like this:
How do you tag users in Chatter post?
When you're configuring the Post to Chatter action:In the Message field, enter @[] .Place your cursor between the square brackets.Click Merge Field, navigate to the user who you want to mention, select the corresponding ID field, and click Choose. ... Save the action.
How do I add a record link in chatter post process builder?
1:174:58How to Use Process Builder to create Chatter Post with a URL Record Link.YouTubeStart of suggested clipEnd of suggested clipAnd then down here is where you can create the URL. Inside your message. So when I was first settingMoreAnd then down here is where you can create the URL. Inside your message. So when I was first setting the sup I wanted to just grab the lead ID.
How do I post to Chatter in Salesforce?
InputsTo post to a user's feed, enter the user's ID or Username. For example: [email protected] post to a Chatter group, enter the group's Name or ID. For example: Entire Organization.To post to a record, enter the record's ID. For example: 001D000000JWBDx.
How do you tag a group in chatter?
When you write a post, enter @ followed by the first few letters of the person or group name.Select the person or group from the list of matches. The list includes all matches for. People, typically users you interact with the most. Chatter Public groups. ... To post your update, click Share.
How do you post to chatter with flow?
In Flow Builder, add an Action element to your flow. In the Action field, enter Chatter , and select Post to Chatter.
Can workflow Post to chatter?
Now not only can you update a field, create a task, or send an outbound message, but with Process Builder you can also create a record or a flow, post to chatter, submit to the approval process, and invoke other processes.
How do I automate a Chatter post in Salesforce?
How to Set Up Chatter AutomationFrom Setup, type Process Builder and click New.Enter a name and description for your process.Select the trigger for your process. ... Click Add Object and select the object you want with the trigger. ... Click Add Criteria to create the if/then condition.More items...•
How do I create an auto Chatter post in Salesforce?
The feed item will appear as if the user who started the process—by creating or editing a record—created the post.Post to a User's Chatter Feed from a Process. ... Post to a Chatter Group from a Process. ... Post to a Record's Chatter Feed from a Process. ... Mention a User or Group in a “Post to Chatter” Process Action.
How do I post on Chatter in Salesforce lightning?
0:081:20How to Add Chatter to a Lightning Page in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo from here we'll click the gear icon. And then click edit page and then let's say we want to addMoreSo from here we'll click the gear icon. And then click edit page and then let's say we want to add shatter to this set of tabs. We'll click add tab. Select chatter hit done click on the tab.
How do you link a group in a comment?
How do I mention people, Pages or groups in a post or comment on Facebook? Type the person's name with a capitalized first letter. Select a name from the list that appears. Type "@" and then the Page's or group's name.
When you mention someone in a group they don't have access to the mentioned person?
In that post, you @mention someone who doesn't have access to that record or isn't a member of the group. In this case, the @mention appears as a gray link. The mentioned person can't see your post and doesn't get notified about the post. But the mention does become a link to the mentioned person's profile page.
Can visualforce be used in the Chatter feed?
Note that Chatter components are unavailable for Visualforce pages on Force.com sites. Ext JS versions less than 3 should not be included on pages that use this component. Note also that the chatter:feed component doesn't support feedItemType when the EntityId entity is a user.