The document discusses the creation of a chatter bot by Doug Ayers at GearCRM to enhance automation within Salesforce's process builder by addressing its limitations in supporting certain objects. It outlines four projects related to chatter bots for topics, groups, files, and feeds, with specific use cases and proposed solutions for each. The chatter bot aims to improve user engagement and operational efficiency by automating actions such as case creation, notifications, and document updates.

1. Chatter Bot - Enabling New
Capabilities for Process Builder
Doug Ayers
Senior Developer
GearsCRM

2. THANK YOU TO OUR PLATINUM SPONSORS!

3. DOUG AYERS
Senior Developer, GearsCRM
Salesforce MVP
Nashville Users & Developers Group Leader
12 x Certified, pursuing Technical Architect
Blog: douglascayers.com
Twitter: @douglascayers
Code: github.com/douglascayers
Videos: youtube.com/c/douglascayers
Slides: slideshare.net/douglascayers
LinkedIn: /in/douglasayers

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Over 60 Salesforce professionals
100% Work Remotely
Communities, Service Cloud, Integrations

5. CHATTER BOT - ENABLING PROCESS BUILDER AUTOMATION
Overcoming Lack of Object Support in Process Builder
Four Projects:
1. Chatter Bot for Topics
2. Chatter Bot for Groups
3. Chatter Bot for Files
4. Chatter Bot for Feeds
https://douglascayers.com/tag/chatter-bot/

6. CHATTER BOT FOR TOPICS
Observed Behavior
Users ask questions and request support on Chatter.
You identify this should really be a Case.
Despite evangelizing to users how to log Cases, or
having provided Quick Actions, users choose path of
least resistance and @mention you anyways.

7. CHATTER BOT FOR TOPICS
Solution Proposal
Automate creation of Cases when specific Topics assigned to Chatter conversations.
Topics are a way to tag and organize Chatter conversations, very similar to how you may
use #hashtags on Twitter or other social media sites.

8. CHATTER BOT FOR TOPICS
Process Builder Limitations
Supported
FeedItem
Not Supported
FeedComment
TopicAssignment
IdeaExchange
Support TopicAssignment in Process Builder
Support FeedComment in Process Builder

9. CHATTER BOT FOR TOPICS
Solution Design

10. DEMO

11. CHATTER BOT FOR GROUPS
Observed Behavior
When internal or community users join groups there is
no notification to the group manager.
Community moderators manually check for new
members then send welcome posts or emails.
Work Smarter,
Not Harder

12. CHATTER BOT FOR GROUPS
Solution Proposal
Automate sending emails or Chatter posts to users who join or leave Chatter groups.
Automate actions when Chatter groups are created or updated.
Chatter Adoption Playbook by Salesforce

13. CHATTER BOT FOR GROUPS
Process Builder Limitations
Supported
None for our purpose
Not Supported
CollaborationGroup
CollaborationGroupMember
IdeaExchange
Chatter Group Members Email Notification

14. CHATTER BOT FOR GROUPS
Solution Design

15. DEMO

16. CHATTER BOT FOR FILES
Observed Behavior
Teams use Chatter Files to collaborate and share.
Users follow files so are notified of new versions.
Since only receive Daily Digest, users begin asking for
content editors to email them when new versions…

17. CHATTER BOT FOR FILES
Solution Proposal
Automate real-time notifications to Chatter File followers when new version uploaded.

18. CHATTER BOT FOR FILES
Process Builder Limitations
Supported
None for our purpose
Not Supported
ContentDocument
ContentVersion
ContentNote
IdeaExchange
Add Content Document Objects to Process Builder

19. CHATTER BOT FOR FILES
Solution Design

20. DEMO

21. Thank You!
Blog: douglascayers.com
Twitter: @douglascayers
Code: github.com/douglascayers
Videos: youtube.com/c/douglascayers
Slides: slideshare.net/douglascayers
LinkedIn: /in/douglasayers
Questions?