Join Chatter Group activity

An activity that adds users to a group in your Salesforce Chatter network.


Join Chatter Group activity

Configure the Join Chatter Group activity

To configure the Join Chatter Group activity, do the procedure in this topic.

Good to Know

  • ​​To send an e-mail notification, click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Salesforce Chatter Salesforce Chatter icon tab.
      2. On the Salesforce Chatter Salesforce Chatter icon tab, drag the Join Chatter Group Join Chatter Group icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Join Chatter Group activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Configuration to Join Group in Chatter

Specifies the users to add to a group in your Salesforce Chatter network..

Figure: Configuration to Join Group in Chatter screen

Configuration to Join Group in Chatter screen

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.

Instance Name

Function:
Specifies the name of your Salesforce production environment.
Accepted Values:
A valid Salesforce environment URL.
Default Value:
None.

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

Accepts Process Data Variables:
No

Group

Function:
Specifies the name of the group or the process data variable that contains the group ID.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.

User

Function:
Specifies the user name to associate with the action.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.

Select Users Select Users icon

Function:
Specifies the users from the user list.

Role Chatter

Function:
Specifies the role of the user.
Accepted Values:
A valid role.
Default Value:
None
Accepts Process Data Variables:
Yes