Send a Private Message or Reply to a Message​ in Chatter

Configuration to Send or Reply Message in Chatter screen

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Chatter tab.
     2. On the Chatter tab, drag the Comment To Chatter Feed activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Send Chatter Message .

Procedure

1. On the Configuration to Send or Reply Message in Chatter screen, in the Chatter field, select your Chatter access token.

   To create a new access token, click New Salesforce Access Token.

   When you select the Chatter access token, the associated Salesforce instance URL shows in the Instance Name field.

2. To send a message, do one of these:
   • To send a private message:
     1. Select New Message.
   • To reply to a message:
     1. Select Reply Message.
3. Complete these fields as necessary.

   Field Name	Definition
   Recipients	Function: Specifies the user name to associate with the action.. To Open this Field: Select New Message. Accepted Values: A valid Chatter user name. Default Value: None Accepts Process Data Variables: No
   Select Users	Function: Specifies the users from the user list.
   Reply Message To	Function: Specifies the ID of the Chatter message thread to which to post a reply message. To Open this Field: Select Reply Message. Accepted Values: A valid message ID. Default Value: None Accepts Process Data Variables: Yes
   Message	Function: Specifies the content of the message. Accepted Values: More than one line of text in text-only format. Default Value: None Accepts Process Data Variables: Yes

4. (Optional) To store the Message ID as a process data variable, add the variable from the Process Variables screen to the field Store the Response Message ID in Custom Attribute or Schema.

   Field Name	Definition
   Store the Message ID in Custom Attribute or Schema	Function: Specifies the process data variable that contains the message ID. Accepted Values: A process data variable. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

• Configure General Options for a System Activity
• Send Or Reply Private Chatter Message activity
• Process Data Variables