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Chatter Bot - Enabling New
Capabilities for Process Builder
Doug Ayers
Senior Developer
GearsCRM
THANK YOU TO OUR PLATINUM SPONSORS!
DOUG AYERS
Senior Developer, GearsCRM
Salesforce MVP
Nashville Users & Developers Group Leader
12 x Certified, pursuing Te...
Gold Salesforce Partner SI & ISV
Over 60 Salesforce professionals
100% Work Remotely
Communities, Service Cloud, Integrati...
CHATTER BOT - ENABLING PROCESS BUILDER AUTOMATION
Overcoming Lack of Object Support in Process Builder
Four Projects:
1. C...
CHATTER BOT FOR TOPICS
Observed Behavior
Users ask questions and request support on Chatter.
You identify this should real...
CHATTER BOT FOR TOPICS
Solution Proposal
Automate creation of Cases when specific Topics assigned to Chatter conversations...
CHATTER BOT FOR TOPICS
Process Builder Limitations
Supported
FeedItem
Not Supported
FeedComment
TopicAssignment
IdeaExchan...
CHATTER BOT FOR TOPICS
Solution Design
DEMO
CHATTER BOT FOR GROUPS
Observed Behavior
When internal or community users join groups there is
no notification to the grou...
CHATTER BOT FOR GROUPS
Solution Proposal
Automate sending emails or Chatter posts to users who join or leave Chatter group...
CHATTER BOT FOR GROUPS
Process Builder Limitations
Supported
None for our purpose
Not Supported
CollaborationGroup
Collabo...
CHATTER BOT FOR GROUPS
Solution Design
DEMO
CHATTER BOT FOR FILES
Observed Behavior
Teams use Chatter Files to collaborate and share.
Users follow files so are notifi...
CHATTER BOT FOR FILES
Solution Proposal
Automate real-time notifications to Chatter File followers when new version upload...
CHATTER BOT FOR FILES
Process Builder Limitations
Supported
None for our purpose
Not Supported
ContentDocument
ContentVers...
CHATTER BOT FOR FILES
Solution Design
DEMO
Thank You!
Blog: douglascayers.com
Twitter: @douglascayers
Code: github.com/douglascayers
Videos: youtube.com/c/douglascay...
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Chatter Bot - Enabling New Capabilities for Process Builder

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Out of the box, Process Builder has limited support for Chatter. It can make simple posts or be fired when a new post is created but there’s no support for Groups, Group Members, Files, or Topics… until now. Introducing Chatter Bot, a set of custom objects and triggers that enables new capabilities for Process Builder so you can automate #nocode business solutions like creating cases when certain topics are assigned to conversations, or post welcome messages to users when they join a group, or notify file followers when a new revision is uploaded. Take Chatter collaboration to new levels at your company with Chatter Bot! Based on my GitHub projects blogged about at https://douglascayers.com/tag/chatter-bot/

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Chatter Bot - Enabling New Capabilities for Process Builder

  1. 1. Chatter Bot - Enabling New Capabilities for Process Builder Doug Ayers Senior Developer GearsCRM
  2. 2. THANK YOU TO OUR PLATINUM SPONSORS!
  3. 3. DOUG AYERS Senior Developer, GearsCRM Salesforce MVP Nashville Users & Developers Group Leader 12 x Certified, pursuing Technical Architect Blog: douglascayers.com Twitter: @douglascayers Code: github.com/douglascayers Videos: youtube.com/c/douglascayers Slides: slideshare.net/douglascayers LinkedIn: /in/douglasayers
  4. 4. Gold Salesforce Partner SI & ISV Over 60 Salesforce professionals 100% Work Remotely Communities, Service Cloud, Integrations
  5. 5. CHATTER BOT - ENABLING PROCESS BUILDER AUTOMATION Overcoming Lack of Object Support in Process Builder Four Projects: 1. Chatter Bot for Topics 2. Chatter Bot for Groups 3. Chatter Bot for Files 4. Chatter Bot for Feeds https://douglascayers.com/tag/chatter-bot/
  6. 6. CHATTER BOT FOR TOPICS Observed Behavior Users ask questions and request support on Chatter. You identify this should really be a Case. Despite evangelizing to users how to log Cases, or having provided Quick Actions, users choose path of least resistance and @mention you anyways.
  7. 7. CHATTER BOT FOR TOPICS Solution Proposal Automate creation of Cases when specific Topics assigned to Chatter conversations. Topics are a way to tag and organize Chatter conversations, very similar to how you may use #hashtags on Twitter or other social media sites.
  8. 8. CHATTER BOT FOR TOPICS Process Builder Limitations Supported FeedItem Not Supported FeedComment TopicAssignment IdeaExchange Support TopicAssignment in Process Builder Support FeedComment in Process Builder
  9. 9. CHATTER BOT FOR TOPICS Solution Design
  10. 10. DEMO
  11. 11. CHATTER BOT FOR GROUPS Observed Behavior When internal or community users join groups there is no notification to the group manager. Community moderators manually check for new members then send welcome posts or emails. Work Smarter, Not Harder
  12. 12. CHATTER BOT FOR GROUPS Solution Proposal Automate sending emails or Chatter posts to users who join or leave Chatter groups. Automate actions when Chatter groups are created or updated. Chatter Adoption Playbook by Salesforce
  13. 13. CHATTER BOT FOR GROUPS Process Builder Limitations Supported None for our purpose Not Supported CollaborationGroup CollaborationGroupMember IdeaExchange Chatter Group Members Email Notification
  14. 14. CHATTER BOT FOR GROUPS Solution Design
  15. 15. DEMO
  16. 16. CHATTER BOT FOR FILES Observed Behavior Teams use Chatter Files to collaborate and share. Users follow files so are notified of new versions. Since only receive Daily Digest, users begin asking for content editors to email them when new versions…
  17. 17. CHATTER BOT FOR FILES Solution Proposal Automate real-time notifications to Chatter File followers when new version uploaded.
  18. 18. CHATTER BOT FOR FILES Process Builder Limitations Supported None for our purpose Not Supported ContentDocument ContentVersion ContentNote IdeaExchange Add Content Document Objects to Process Builder
  19. 19. CHATTER BOT FOR FILES Solution Design
  20. 20. DEMO
  21. 21. Thank You! Blog: douglascayers.com Twitter: @douglascayers Code: github.com/douglascayers Videos: youtube.com/c/douglascayers Slides: slideshare.net/douglascayers LinkedIn: /in/douglasayers Questions?

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