how to mention someone in chatter post salesforce flow

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

Full Answer

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.

What is chatter in Salesforce?

What is Chatter? Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information. Chatter connects, engages, and motivates users to work efficiently across the organization, regardless of role or location.

How do I create a chatter post that needs mentions?

When you create a feed item, it will create it as plain text. Chatter posts that need at mentions must go through the streaming API, which the standard post to chatter action does. For this specific use case, you will need to create an apex plugin that does this work for you.

How do I post to chatter with multiple process builders?

Process Builder has a different UI for when you post to chatter. You might have to do some sort of Process Builder --> Flow --> Process Builder process to get the Flow to trigger your second Process Builder that makes the post based on the data you are updating.

How do I tag someone in Salesforce 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 mention someone in Salesforce?

Required Editions. 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. You can add up to 25 mentions to a single post or comment.

How do you add people to a chatter group?

In Salesforce Classic, go to the group's detail page, and click Add/Remove Members. ... To filter the list of users, start entering the name of the user you want to add or remove.To add a member, click Add; to remove a member, click . ... When you're finished, click Done.

How do I post to a chatter group in Salesforce?

Enter a name for this action. This text appears on the canvas and helps you differentiate this action from others in your process. ... In the Post to field, select Chatter Group.For Group , search for the Chatter group whose feed you want to post to.Fill out the message that you want to post. ... Save the action.

How do you mention 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. You can add up to 25 mentions to a single post or comment.

Why do we use @future notation?

Future annotations are used to identify and execute methods asynchronously. If the method is annotated with “@future”, then it will be executed only when Salesforce has the available resources. For example, you can use it while making an asynchronous web service callout to an external service.

How do I add a user to a public group in Salesforce?

Create Salesforce Public GroupsNavigate to Setup (Gear Icon)| Manage Users | Public Group.Click New.Name the Public Group via the “Label” field.Select Users under the “Search” drop-down.Add the specific user(s) with whom you want to share the list view.Click Save.

How do I create a Chatter user in Salesforce?

First, create the All Sales Chatter group.Click the App Launcher .Enter Groups in the Search apps and items... box and select Groups.Click New.Fill in the new group information: Group Name: All Sales. ... Click Save & Next.Skip adding a group photo by clicking Next.Skip adding members for now and click Done.

How do I add a user to a public group in Salesforce using data loader?

To add new members to a public group, create a CSV file with column headings from the Export extraction above. Remove the Id column (this will be created by the Insert function). Put the 15-char record id from the URL for the Group into the GroupId column.

How do I add an email to chatter post?

Enable 'Allow Posts via Email' on ChatterNavigate to Setup.On the Quick Find box, enter Email Settings.Click Email Settings on the results.Select Allow Emails to allow users to post to groups using email.Click Save.

How do I send an email to a chatter group in Salesforce?

Use the email address associated with your Salesforce user account.To launch a blank email to the group using your local email client, go to the group detail page, and click Post by email below the group description.Enter your message in the email body, including attachments if needed, and send the email.

How do I post to Chatter in process builder?

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.

Post to Chatter using Lightning Flow

Hello Folks, In this blog you are going to learn about the post to chatter using lightning flow with the video tutorial for the same.

What is Chatter?

Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information. Chatter connects, engages, and motivates users to work efficiently across the organization, regardless of role or location.

Flow Scenario

You need to send a chatter post to the Account when the related opportunity moved to stage i.e Closed Won with Opportunity details like Name, Amount, and with the link so that the user can simply see the details with just one click.