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Salesforce Process Builder Quick Start Guide

You're reading from   Salesforce Process Builder Quick Start Guide Build complex workflows by clicking, not coding

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Product type Paperback
Published in Jul 2018
Publisher
ISBN-13 9781789344318
Length 170 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Hands on 3 – using a quick action to add a record to a Chatter group

Quick actions can be object-specific or global actions. To use a quick action in Process Builder, the action must exist in your organization. If your organization is using quick actions that allow your users to create and update records easily, you can also use these actions in Process Builder. When you use these quick actions in Process Builder, you are only allowed to set values for fields that are a part of the action's layout. Now, we will create a process to fulfill the preceding business scenario and use our custom label:

  1. In Lightning Experience, navigate to Setup (gear icon) | Setup | PLATFORM TOOLS | Feature Settings | Chatter | Chatter Settings, and make sure that the Allow Records in Groups checkbox is selected.
  1. To create a process, navigate to Setup...
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