salesforce Process Builder @ mention automation

By March 3, 2015Latest News

We’ve been testing out the new process builder quite a bit to explore it’s features and functionalities.  This use case below explains how to automate an @ mention a colleague on a chatter post automatically based on an action occurring within salesforce.

Keep in mind, currently the process builder is NOT bulkified, meaning that you will not want to run this process in an environment that will have a large amount of transactions, as the script will fail.  To learn more about bulkifying your code, read about it here.

If you are looking for assistance in bulkifying a process similar to this, please contact us by filling out the form below, or the contact us page

With a few simple steps you can post any message you’d like and mention any of your users. First you want to create and name your process.

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Next choose which object you want to run this process for. For this example we are choosing tasks.

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Then define the criteria for the process to check. This process will run if the status of the task is ‘Completed in Sandbox.’ Checking yes on that checkbox at the bottom means that the actions will be executed ‘only when specified changes are made to the record.’ This means that these actions will only happen if the status is set to ‘Completed in Sandbox’ from a different status.

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Finally you want to set actions for the process to execute. In this case our action will be to Post to Chatter. Name the action, choose where to post, and set the message text. This post will be directly on the task. In the message, we want to mention a user. This can be done easily if you know the correct syntax: @[{!ID}] Now all that’s left is to activate the process and it’ll start running!
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Looking for assistance with the salesforce process builder?  Fill out the form below, we’d be happy to help!