Use Case: When Users are added to a Community, they should be auto-added to chatter groups. In addition, when internal users are created, they should be added to the groups related to their team. YouTube Video: http://bit.ly/AHMeighanSF

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Automation Hour
 Date/Time: Fridays, 3-4pm ET
 We will be back January 6th.
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 Got a cool process automation use case and solution to share?
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Logistics
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Your Co-Hosts: Rakesh Gupta, Jennifer Lee & David Litton

6. Meighan Brodkey
Technical Architect at 7Summits Inc.
Seattle Women In Tech User Group Leader
9 years experience with Salesforce
Community taught TA
Lover of Visual Workflow

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Auto-Add Community Users to Chatter Groups
Use Case: When Users are added to a Community, they should be auto-added to chatter groups.
In addition, when internal users are created, they should be added to the groups related to their
team.
Play the Webinar Video

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Agenda
 Automation Overview
 Review of Configuration
 Demo of Workflow
 Q & A

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Automation Overview
1. Data
2. Custom Setting
1. Creating a List Custom Setting
2. Uploading the data into your custom setting
3. Process Builder
1. Create a User Process
1. Action Items: Activate
4. Visual Workflow (Flow)
1. Fast lookup vs Lookup
2. Loops & Assignments
3. sObjectCollection Variables & Fast Create

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The Flow
First we need a flow
The flow will be used to find the groups the user needs to join then create the Group Member
records for said groups.

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Fast Lookup the Chatter Group Alignment Records
• Salesforce records to assign their field values to an sObject collection variable. Or finds one
Salesforce record to assign its field values to an sObject variable.
• Finds the first Salesforce record that meets specified criteria. Then assigns the record’s field
values to individual flow variables or individual fields on sObject variables.

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Loop through our Alignment Records
We want to take the collection of Alignment records and Loop through them one by one so we can
grab the individual variables.
Iterates through a collection one item at a time, and executes actions on each item’s field values—
using other elements within the loop, which means…

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Assign Variables to OneGroupMember sObject Collection
Assign the variables we have from the OneAlighmentRecord to the OneGroupMember sObject
Var

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Assign the OneGroupMember to a sObject Collection
Assign the individual Group Member record we create4d to an sObject Collection
that holds all the individual member records

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Fast Create Chatter Group Members
Creates Salesforce records using the field values from an sObject collection variable. Or creates
one Salesforce record using the field values from an sObject variable.

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The Process
To launch the flow we need to have a process

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TheProcess

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Start on the User Object
When a record is created or Edited

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Criteria
My criteria is when active, but you can add other requirerments

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Use Scheduled Action
If you use Immediate Actions you will get a mixed DML error, so go scheduled

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Launch A Flow
Launch the Flow we created previously, assigning the User record to thisUser
variable

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Contact Me
Meighan Brodkey
Rock
Salesforce
Install this example: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t37000000IzAm