Salesforce Chatter

Activities in Process Builder

You can use out-of-the-box activities for Salesforce Chatter to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

The following activities are available for Salesforce Chatter:

• Add Comment
• Add Comment To Group
• Add Comment To User
• Create Group
• Delete Group
• Join Group
• Send Private Message
• Update User Profile

For more information, refer to the process activities for Salesforce Chatter in Process Builder.

Reminders and Notifications

You can use Salesforce Chatter to send reminders and other types of notifications.

For more information, refer to Chatter Notifications screen.

Access Tokens

You can create access tokens for Salesforce Chatter.

An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, app designers can simply select and reuse it, rather than entering the credentials each time they are needed.

For more information, refer to Access Token for Salesforce.

AgileConnectors

AgileConnectors are available for this integration.

For more information, refer to Administration for Out-of-the-Box AgileConnectors.