Group: Select the group you wish to post to.Action name: Post to Chatter, or a custom name of your choice.Then specify the following values in the side-panel that appears: For this example, we’ll post to Chatter.įirst, click on Add action in the Immediate Actions box. Now that you have a trigger and criteria set up so that your process will only execute actions for an inbound message, you can trigger different types of events within Salesforce such as email or Chatter. Once you’ve specified those conditions, click the blue Save button at the bottom of the panel. Criteria for Executing Actions - Conditions are met.You’ll see a side panel headed Define Criteria for this Action Group appear. In the diamond underneath the Twilio Message trigger, click on Add criteria. Now that you have your trigger set up, you need to configure the process so it only creates Chatter events when inbound messages are created. Then, under Start the process, make sure that you’ve checked only when a record is created: Enter Twilio in the Object finder and select Twilio Message as the object to trigger on: Now that you’ve created your Process Builder flow, you can configure it to create the Chatter notification. The process starts when - Select A record changes.Description - Creates a Chatter notification on inbound SMS.Process Name - SMS Chatter Notification, or a custom name.
In the New Process panel, enter the following information: On the My processes page, click the New button at the top right corner: In your Salesforce setup home page, go to the left-hand navbar and click on Process Automation > Process Builder: In this section of the guide, you’ll learn how to create a Salesforce Chatter notification when you receive an inbound message. If you are unsure about how to do this, check out the Salesforce documentation on how to set up a Chatter group. Create a Chatter group that you can post messages to.Complete the instructions outlined in the previous help guide: Receive Incoming Messages in Salesforce.Before you start, be sure that you've completed the following requirements:
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