Create or Change a Chatter Template in the App Builder

To create or change a Chatter template in the App Builder, do the procedure in this topic.

Figure: Chatter Template Configuration screen

Chatter Template Configuration screen

How to Start

  1. Do one of these:
  2. On the Application Explorer screen, do one of these:
  3. In the Process Builder, in the My Application pane, expand your application, and do one of these:
    • Click Notification
      1. Click Chatter.
      2. Do one of these:
        • To create a Chatter template, click New New icon.
        • To change a Chatter template, click the template, and click Edit Edit icon.
    • Click Process Model
      1. Double-click your process.
      2. Click Notification Notification icon > Chatter Template Chatter Template icon.
      3. On the Chatter screen, in the Chatter Template, click Add Add icon.

Procedure

  1. On the Chatter Template Configuration screen, in the Chatter field, select your Salesforce Chatter access token.

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

  2. Complete these fields as necessary.
    Field Name Definition

    Chatter Template Name
    Function:
    Specifies the name of your Chatter template.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None

    Message
    Function:
    Specifies the content of the message.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Post Message to
    Function:
    Specifies to whom to send the message.
    Accepted Values:
    • Task Participants - Sends the message to the Salesforce Chatter accounts of the participants for the activity.
    • Chatter Group - Sends the message to a specified Salesforce Chatter group.
    Default Value:
    Task Participants
    Accepts Process Data Variables:
    No