Chatter Template Configuration screen

Specifies the content of a Chatter template.

Figure: Chatter Template Configuration screen

Salesforce 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.

Fields

Field Name Definition

Chatter
Function:
Specifies the access token that connects to your Salesforce Chatter application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Add Token Add Token icon
Opens this Screen:
Access Token for Salesforce
Function of this Screen:
Configure an access token to connect to Salesforce.
Example:
Refer to:

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

Attachment
Function:
Specifies the file you want to include in your message.
Accepted Values:
The full path and file name for the attachment you want to include.
  • This field supports a single attachment with maximum size of 5 MB.
  • The absolute path to the file must be on the AgilePoint Server machine or SharePoint server.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • C:\My Documents\sample1.doc
  • ${HomeDirectory}\sample2.doc

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