Create a Process to Post About New Cats to Chatter
When a new cat arrives at Muenzpraeger's Home for Wayward Cats, interested people want to know about it. Let’s build a process to post to the appropriate Chatter group when Einstein Vision identifies the new cat’s breed.
- From the Home tab in Setup, enter Process Builder in the Quick Find box, then select Process Builder.
- Click New and fill in the details.
- Process Name:
New Cat to Chatter
- API Name:
New_Cat_to_Chatter
- The process starts when: A record changes
- Click Save.
- Process Name:
- Configure the object node.
- Click + Add Object.
- Select the object Cat.
- Start the process when a record is created or edited.
- Click Save.
- Click + Add Criteria.
- For Criteria Name, enter
Is Bengal
.
- For Field, select Cat Breed.
- For Value, select Bengal.
- At the bottom of the criteria node, expand > Advanced and select Yes.
- Click Save.
- Click + Add Action under Immediate Actions.
- Fill in the details.
- Action Type: Post to Chatter
- Action Name:
Inform Bengal Chatter Group
- Post to: Chatter Group
- Group: Bengal Interest
- Message:
A new Bengal cat has arrived at Muenzpraeger's Home for Wayward Cats!
- Click Save.
- Click Activate, then click Confirm.
- From the App Launcher (
), find and select Cat Rescue.
- Open the Cats tab and click Elvis.
- Click Upload Files to add this cat image and get a classification.
- Click the App Launcher icon (
), then select Salesforce Chatter. Check out the Bengal Interest group to see the new post.
That’s it! Thanks to you (with a little help from Einstein Vision), Muenzpraeger's Home for Wayward Cats just upped its cat adoption game. Purrrty nice work!