Add Users to a Group in Chatter

Configuration to Join Group 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 Post Feed To Chatter User activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Join Chatter Group .

Procedure

1. On the Configuration to Join Group 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. Complete these fields as necessary.

   Field Name	Definition
   Group	Function: Specifies the name of the group or the process data variable that contains the group ID. Accepted Values: A group name. A process data variable Default Value: None Accepts Process Data Variables: Yes
   User	Function: Specifies the user name to associate with the action. Accepted Values: A Chatter user ID An AgilePoint user name A process data variable that represents a Chatter user ID or AgilePoint user name. Default Value: None Accepts Process Data Variables: Yes
   Select Users	Function: Specifies the users from the user list.
   Role Chatter	Function: Specifies the role of the user. Accepted Values: A valid role. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

• Configure General Options for a System Activity
• Join Chatter Group activity
• Process Data Variables