Process Builder: Disable Chatter Onboarding Splash Page

User Onboarding is the process of increasing the likelihood that new users become successful when adopting the product. Chatter is a great way to boost collaboration in the organization. When a new users successfully logged into Salesforce, It prompts Chatter oboarding (Only for first two times) page, as shown in the following screenshot  

Let’s start with a business use case 

Business Use case :- Warren Mason is working as System administrator in Universal Container. His next assignment is to turn-off the Chatter onboarding splash page for new users. They are also planning to send onboarding documents through email.

Solution of above business requirement

We will use Flow and Process Builder to solve the above business requirement. Before proceeding ahead, you have to understand User object. It Represents a Chatter user profile.

Field Name	Details
UserPreferencesHideChatterOnboardingSplash	When true, the initial Chatter onboarding prompts do not appear.
UserPreferencesHideSecondChatterOnboardingSplash	When true, the secondary Chatteronboarding prompts do not appear.

Follow the below instructions to create a Flow and Process Builder to solve the above business requirement

1. click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows
2. Click on New Flow, it will open Flow canvas for you. Now create a Text variables VarT_UserId to store the new user’s Id (we will pass the user Id through Process Builder), as shown in the following screenshot

3. The next step is to update the fields UserPreferencesHideChatterOnboardingSplashand UserPreferencesHideSecondChatterOnboardingSplash on the User object to turn-off Chatter onboarding splash page. For this drag-and-drop Record Update element (Give the name Update Chatter Profile) onto the window and map the fields according to below details

• Select Object User
• For criteria select IsActive = {!$GlobalConstant.True} and  Id = {!VarT_UserId}
• For update record fields select UserPreferencesHideChatterOnboardingSplash={!$GlobalConstant.True} and UserPreferencesHideSecondChatterOnboardingSplash ={!$GlobalConstant.True}, as shown in the below screenshot

4. Finally your Flow will look like the following screenshot

5. Save your flow with name Disable Chatter Onboarding Splash Page Flow and close the canvas. Don’t forget toActivate the Flow.

Launch a Flow from Process Builder

Our next task is to create a workflow on the User object to launch a Flow. To create a workflow on the Accountobject follow the below instructions

1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder  and click on the Newbutton, Enter Name, API Name and then click on the Save button

2. The next step is to add entry criteria. For this click on Add Object, select User object and for the entry criteria, Select only when a record is created, as shown in the below screenshot, once you are done click on the Savebutton

3. The next task is to add Process Criteria, To do this click on Add Criteria, enter Name, Type of action and set filter conditions  (In this case select No criteria—just execute the actions!) and click on the Save button, as shown in the following screenshot

4. The next step is to add an Immediate action to Process. Click on Add Action (Under Immediate actions), Select the type of action to create (In our case Flows) , and then fill out the fields to define the action, as shown in the following screenshot

5. Once you are done, click on the Save button, it will redirect you to Process canvas. Finally the Process will look like the following screenshot

Don’t forget to active the Process by clicking on the Activate button.