Articles in this section

See more

Salesforce Process Builder: create a group in LearnUpon

Ovidiu Sipos
  • Updated

Summary

Create a group in LearnUpon automatically, whenever you create or edit a Group record in Salesforce.

The Salesforce integration is available depending on your LearnUpon plan.

The Salesforce Process Builder allows you to create an automated process with Salesforce records, without writing any code. 

In this example process, the only required criteria is the group name on the Group record in Salesforce. You can set up additional criteria to make processes that use Group records more detailed.

Prerequisites

To use Salesforce's Process Builder:

For each new Salesforce Group, create a matching Group in LearnUpon

When Active, as soon as a new group exists in Salesforce, the Process Builder creates a group with the same name in the LearnUpon portal.

Create a Process in Process Builder

Create a process, give it a name and API name, and define the process type.

  1. From Salesforce Home select Setup.
  2. Use Search to access Process Builder.

The following screenshot shows Setup in Salesforce.

find_salesforce_process_builder.png

  1. From the Process Builder, select New, to open a new process.
  2. Enter a Process Name and Api Name. Optionally, add a description.
  3. From The process starts when, select one of:
    • A record changes (used in this sample process)
    • A platform event message is received
    • It's invoked by another process
  4. Save this part of the process.

The following screenshot shows the Process Builder's New Process screen.

salesforce_process_builder_new_process.png

Select the Objects and process trigger, and define the criteria

  1. In the process builder, select Add Object.
  2. In Object, search for the record to use as source for the invite: select Groups
  3. For Start the process, choose what event makes the process start. Select one of:
    • when a record is created
    • when a record is created or edited (used in this example)
  4. Save to finish this section.

The following screenshot shows the Object and Start the Process entries and decision tree.

sf_proc_builder_object_start_the_process_when_created.png

  1. In the process builder, select Add Criteria and define the condition which triggers the action, one of:
    • Conditions are met (used in this example)
    • Formula evaluates to true
    • No criteria - just execute the actions
  2. The criteria you choose define any additional conditions you add. In this example of Conditions are met, the criteria in Set Conditions are that [ColaborationGroup].Name field is present.
  3. Save to finish this section of the process.

The following screenshot shows the Add Criteria entries and decision tree.

sf_proc_builder_add_criteria_string_name.png

Set the process action, aka what happens when data meets all the criteria

  1. In the process builder, select Add action to define the action that happens when the criteria are met.
  2. From Action Type, select Apex and enter a name for the action.
  3. From Apex Class, select an action: in this example, enter create and select Create a Group in LearnUpon.
  4. After selecting the Apex class, fill in the values for the apex variables. Make sure to add the subdomain of your portal correctly. Salesforce sends these variables to the portal via API, and triggers a new group in LearnUpon.
  5. Save to finish the process.

The following screenshot shows the Add Action entries and decision tree.

sf_proc_builder_add_action_create_group.png

When the process is complete, select Activate to apply it to your Salesforce data.

To view the process from the start, return to Salesforce Home, and access Process Builder from the beginning.

Confirm the new group exists in LearnUpon

To check if the process is creating new groups:

  1. From your portal's main navigation, go to Groups.
  2. Search for the group name to confirm it appears in LearnUpon.

See:

Related articles