Join Group activity
An activity that adds users to a group in your Salesforce Chatter network.
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Configure the Join Group activity
To configure the Join Group 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:
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 Join Group
activity onto your process.
General Configuration
Specifies the basic settings for the Join Group activity.
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Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Join Group Configuration screen
Specifies the users to add to a group in your Salesforce Chatter network..
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Fields
Field Name | Definition |
---|---|
Chatter |
|
Create |
|
Instance Name |
|
Group |
|
User |
|
Select Users |
|
Role |
|