Join Group activity

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


Join Chatter Group activity

Configure the Join Group activity

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

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the Salesforce Chatter tab.

    Open Salesforce Chatter
  3. On the Salesforce Chatter tab, drag the Join Group activity onto your process.

    Drag Join Group

General Configuration

Specifies the basic settings for the Join Group activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

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

Fields

Field NameDefinition

Display Name

Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts 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

Description:
Specifies an optional text description for your activity.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
No

Join Group Configuration screen

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

Figure: Join Group Configuration screen

Join Group Configuration screen

Fields

Field NameDefinition

Chatter

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

Create 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:

Instance Name

Description:
Specifies the name of your Salesforce production environment.
Allowed 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 Variables:
No

Group

Description:
Specifies the name of the group or the process data variable that contains the group ID.
Allowed Values:
Default Value:
None
Accepts 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?

User

Description:
Specifies the user name to associate with the action.
Allowed Values:
Default Value:
None
Accepts 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?

Select Users Select Users icon

Function:
Specifies the users from the user list.

Role

Description:
Specifies the role of the user.
Allowed Values:
A valid role.
Default Value:
None
Accepts Variables:
Yes