Send Private Message activity

An activity that sends a private message in Salesforce Chatter.

Send Or Reply Private Chatter Message activity

Configure the Send Private Message activity

To configure the Send Private Message activity, do the procedure in this topic.

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
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?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

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, open the Salesforce Chatter tab.
On the Salesforce Chatter tab, drag the Send Private Message activity onto your process.

General Configuration

Specifies the basic settings for the Send Private Message activity.

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

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: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
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

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:

Example:

This is a common configuration field that is used in many examples. Refer to:

Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

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

Send Private Message Configuration screen

Specifies a private message in Salesforce Chatter.

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
Create	Opens this Screen: Access Token for Salesforce Function of this Screen: Configure an access token to connect to Salesforce. Example: Refer to: (Example) How to Get the Access Token Credentials from 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
New Message / Reply Message	Function: Specifies whether to post a new message or reply to a specified message. Accepted Values: New Message - Sends a new message. Reply Message - Sends a reply to a specified message. Default Value: New Message
Recipients	Function: Specifies the user name to associate with the action.. To Open this Field: Select New Message. Accepted Values: A valid Salesforce Chatter user name. Default Value: None Accepts Process Data Variables: No
Select Users	Function: Specifies the users from the user list.
Reply Message To	Function: Specifies the ID of the Salesforce Chatter message thread to which to post a reply message. To Open this Field: Select Reply Message. Accepted Values: A valid message ID. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Message	Function: Specifies the content of the message. Accepted Values: More than one line of text in text-only format. Default Value: None Accepts Process Data Variables: Yes
Store the Message ID in Custom Attribute or Schema	Function: Specifies the process data variable that contains the message ID from Salesforce Chatter. Accepted Values: A process data variable that accepts an alphanumeric string with no spaces or special characters. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?