Process Activities / Salesforce Chatter tab
Parent topic: Salesforce Chatter tab

Send Or Reply Private Chatter Message activity

An activity that sends a private message in Chatter.



Configure the Send Or Reply Private ChatterMessage activity

To configure the Send Or Reply Private Chatter Message activity, do the procedure in this topic.

Good to Know

How to Start

  1. On the Organizer, do one of these:
  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 Send or Reply Private Chatter Message activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Send Chatter Message .
  3. Configure Configuration to Send or Reply Message in Chatter screen.

    For more information, refer to Send a Private Message or Reply to a Message​ in Chatter.

  4. (Optional) Click Advanced > E-mail Notification .

    For more information, refer to Configure E-mail Notifications for Any Activity

General Configuration

Specifies the common information for a system activity.



Fields

Field Name Definition

Display Name
Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No

Description
Function:
Specifies an optional description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Configuration to Send or Reply Message in Chatter

Specifies a private message in Chatter.



Fields

Field Name Definition

Chatter
Function:
Specifies the access token that connects to your Salesforce Chatter application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Add Token

Opens this Screen:
New Salesforce Access Token
Function of this Screen:
Configures a new access token for Salesforce.

Instance Name
Function:
Specifies the name of your Salesforce production environment.
Accepted Values:
A valid Salesforce environment URL.
Default Value:
None.

When you select the Chatter access token, the Salesforce environment URL is shown in the Instance Name field.

Accepts Process Data Variables:
No

New Message / Reply Message
Function:
Specifies whether to post a new message or reply to a specified message.
Accepted Values:
  • New Message - Sends a new message.
  • Reply Message - Sends a reply to a specified message.
Default Value:
New Message

Recipients
Function:
Specifies the user name to associate with the action..
To Open this Field:
  1. 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:
  1. 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

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
Parent topic: Salesforce Chatter tab

Quick Links:

Send Feedback

Quick Start

Process Activities

eForm Controls

AgilePoint NX Online Help

AgilePoint NX Technical Documentation

Support Portal

AgilePoint

AgilePoint NX

Documentation Updated: December 3, 2015

© 2015 AgilePoint, Inc. All rights reserved.