Chatter Notifications screen
Sends a Salesforce Chatter notification from a human task activity when an event occurs in a process.
Background and Setup
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library, drag any human task activity onto your process.
- Configure the human task activity.
For more information, refer to:
- On the configuration screen,
click Advanced > Chatter Notifications.
Chatter Configuration screen
Specifies the content and configuration for a Chatter template.
![Chatter Configuration screen](images/cloudenvInstructionsConfiguringChatter.jpg)
Prerequisites
- Before you can select a Chatter template, you must create one.
For more information, refer to Chatter Template Configuration screen.
Fields
Field Name | Definition |
---|---|
Assigned |
|
Reassigned |
|
Completed |
|
Cancelled |
|
Overdue |
|
Chatter Template |
|
Create |
|
Edit |
|
Message |
|
Attachment |
|
Post Message to |
|
Chatter Template Configuration screen
Specifies the content of a Chatter template.
![Salesforce Chatter Template Configuration screen](images/cloudenvNewChatterTemplateWin.jpg)
Fields
Field Name | Definition |
---|---|
Chatter |
|
Create |
|
Chatter Template Name |
|
Message |
|
Attachment |
|
Post Message to |
|