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.

Use Process Builder to Create a Process

  1. From the Home tab in Setup, enter Process Builder in the Quick Find box, then select Process Builder.
  2. 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.
  3. Configure the object node.
    • Click + Add Object.
    • Select the object Cat.
    • Start the process when a record is created or edited.
    • Click Save.
  4. Click + Add Criteria.
  5. For Criteria Name, enter Is Bengal.
    Process Builder Criteria
  6. For Field, select Cat Breed.
  7. For Value, select Bengal.
  8. At the bottom of the criteria node, expand > Advanced and select Yes.
    Screenshot of process criteria conditions showing advanced option selected
  9. Click Save.
  10. Click + Add Action under Immediate Actions.
  11. 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!
  12. Click Save.
  13. Click Activate, then click Confirm.

Test Your Process

  1. From the App Launcher (App Launcher icon), find and select Cat Rescue.
  2. Open the Cats tab and click Elvis.
  3. Click Upload Files to add this cat image and get a classification.
  4. Click the App Launcher icon ( App Launcher), 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!

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