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Steve Williams

Process Builder: Post to Chatter Feed of Related Record

Process Automation

I would like for the Chatter Post action within process builder to allow for posting to the Feed of a related object so that updates can be provided to followers of the related record and not the record that triggered the Process.

A lot of the time User updates are taking place on child objects but the primary audience for the outcome of these updates updates are looking at the parent. It would be great to have the ability to traverse more than one object to make the feed post to allow for the centralization of information resulting from complex processes and data models.

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Comments ( 61 )

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Steven Corton - 2 months ago

Yes please! Working on finding a solution to this now
There seems to be several ideas that need to be merged so we can get SF attention (hahahahahaha)
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Steven Truong - 7 months ago

Nevermind, why is there no ISCHANGED() in Flow?
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Steven Truong - 7 months ago

Screw process builder, this can now be done with the Record Change Flows all in a single function!

https://www.youtube.com/watch?v=arWhxY3WIw4

^ Basically that, but the Action is Post to Chatter
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Manish S - 1 year ago

Much needed functionality !!
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Julie Edminster - 1 year ago

Needed! Should work like updating a record and be prompted for a related record.
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Blaine Wills - 1 year ago

Would be awesome to have this!
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yuv Demo - 1 year ago

Badly need this
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Evelyn Tomer - 1 year ago

We need this for posting updates in the feed on support cases.
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Justin Schubert - 1 year ago

sweet idea
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Kevin Kristoffer Balares - 1 year ago

I found a video on Youtube that can be used as a workaround: https://www.youtube.com/watch?v=E0M_Y8r2-7k
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Toan Nguyen Duc - 1 year ago

It's been 4 years. We really need this
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Alastair Dinning - 2 years ago

yes, we could do this in Flow, but it's way easier in Process Builder. Update the Parent based on the child record being created/edited.
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Migration User - 2 years ago

One thing you can do is use a process to kick off a flow and create the chatter post with the flow. Flow gives you additional flexibility on which record feed you want to publish to post to (could be the record you start with, or a parent or related record via lookup, etc). Best of luck!

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BJ McLaughlin - 2 years ago

We are a recruiting firm who tracks Candidate records as a child of Contacts (as one could be a candidate several different times over a career). I'd love to get my team using chatter for candidate updates, but if we can't pass that valuable data/context up to the parent Contact record, it becomes a deal breaker. If someone has been a candidate on 6 different projects, you'd have to drill into 6 different chatter feeds to get the full recap of our interactions...nobody is going to do that! If it all fed back to the Contact record, we'd have an incredibly useful timeline of our updates on that individual across search projects.

Also critical for companies with several records organized in a hierarchy. If I want to see all our chatter on "ABC Global," I need to read through the feeds of each of their 20 records vs. just going to the parent company and viewing there. Not workable!

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Jo Ann Woodcock - 2 years ago

Our SF Support team uses cases for users to request help. Often what the users are requesting is more of a 'project' than a 'case'. In these instances we want to close the case and create a record on a custom object we use to track bigger projects. I'm writing a process builder to automatically create a new record when the status is set to 'Closed - Work Created'. (For this particular instance, a Quick Action won't work) I'd like to chatter on the new record with a link to the case. I know there are other ways to see the link between the parent and child record besides chatter. It would be very convenient for the link to be in the chatter.