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Creating and Managing Feed/Message Tasks for Automations

    CREATING AND MANAGING FEED/MESSAGE TASKS FOR AUTOMATIONS

    Administrators can add Feed/Message Tasks to Automation triggers. A Feed/Message Task is used to either automatically post a message on a record or Group, or directly message a user on private messaging.

    Requirements

    To create, add, and manage feed/message tasks to automations, users must be assigned a security role with the following permissions:

    • Administrator System Role

    TO CREATE AND MANAGE FEED/MESSAGE TASKS FOR AUTOMATIONS:

    1. In the Setup Home page, click Create > Automations.
    2. Click the automation for which you want to add or edit a Feed/Message Task.
    3. In the Automation Tasks section:
      • If you want to create a new task, click New, then select New Feed/Message, and then click Next.
      • If you want to edit an existing task, click on it.
    4. Complete the provided fields:
      • Name: Enter a name for the Task.
      • Sequence: Enter a number to order in which the Task is performed during the Automation.
      • Description: Enter an optional description of the Task.
    5. In the Sender field, select the user that will send the message. Ensure that the user is active and has access to the feed's record, Group, or other user.
    6. Select the Message Type that will be sent.
    7. If you have selected Post on the Record, select the message visibility.
      If you have selected Post in a Group, select the target Group.
      If you have selected Direct Message, select the recipient.
    8. In the Message field, compose the message that will be sent to the record, Group, or other user. You may attach files to the message.
    9. Click Save.

     

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