Getting Started with Process Builder – Part 24 (Automatically Add User to Chatter Group)

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Chatter Group

A few months back, I had written an article Automatically Add New User to Chatter Group to discuss a way through which we can auto add  new user to Chatter Group. To achieve it, I had used Flow, Process Builder and Workflow Rule. I got really good feedback so I wanted to share another way to do achieve the same business use case, using the Process Builder and Global Action. 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 create a process to auto add new user to Chatter Group (UC Internal Announcement).

Solution of above business requirement

There are a few possible solutions for the above business scenario, but we’ll use Global Action (NewGroupMember) and Process Builder to solve the above business requirement. You can also use publisher action with process builder to create, update records or Log a Call purpose. Before proceeding ahead, you have to understand CollaborationGroupMember objects in Salesforce. It represents a member of a Chatter group.

Field Name Details
CollaborationGroupId Represent Id of the Chatter Group
MemberId Represent Id of the user (Group member)

Note :- It will only work in the org, which are upgraded to Summer’15.

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

1. First of all create a Chatter Group (UC Internal Announcement)
2. The next step is to setup a process on the User object, to auto add new user to Chatter group . Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder  and click on the New button, Enter Name, API Name and then click on the Save button.

Define Process Properties
Define Process Properties

3. 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 Save button

Evaluation Criteria
Evaluation Criteria

4. 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 set [User].IsActive Equals True) and click on the Save button, as shown in the following screenshot

Process Criteria
Process Criteria

5. The next task is to set the time for schedule action. For this click on Set Schedule available under Scheduled actions. Set time for scheduled actions as shown in the following screenshot

Time for Scheduled actions
Time for Scheduled actions

6. Now we have to add a Time-based action into the Process to add the new user to Chatter group. For this select action type Quick Actions, Use Field Picker to select the field [User].Id and Text Entry field to enter Related Record ID, as shown in the following screenshot

Add action – Quick Actions
Add action – Quick Actions

7. 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

Add new user to Chatter group

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

Proof of concept

1. Now add a user via the UI

Add new user
Add new user

2. Once the user is created, they are automatically added to the group UC Internal Announcement within few seconds, as shown in the following screenshot

Proof of concept
Proof of concept

Note :-  I will suggest you to implement this first on your developer org, test it and then move it to production. Don’t try to implement this in Spring’15 org, otherwise you will get an error.

 

Getting Started with Process Builder – Part 23 (Welcome Email to New Users)

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sending-emails

Process Builder in Salesforce are a fantastic way to automate various business processes. It allows you to create a process, and based on certain criteria that you set, Salesforce can do a number of things, for example Create record, Update records, Post to Chatter, Send an email, etc. In this blog post, I will walk through setting up a process to send out an email alert. 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 create a process to send out a welcome email to new users.

Solution of above business requirement

There are few solutions possible for the above business scenario, but we’ll use Process Builder to solve it. You can easily send an email from a process by using Send an email action. Email alerts are configured outside of the Process Builder and contain the standard text, list of recipients, and template for an email. In order to send an email from a process, you must create the email alert. You can use only email alerts that is associated with the same object that the process is associated with. Follow the below instructions to create a Process to solve the above business requirement

1. First of all create an Email template. To do this, navigate to Setup | Administer | Communication Templates | Email Templates, click  on the New Template button and choose the type of template you want to create. In this case select Custom HTML (without using Letterhead).  The following screenshot shows a sample email template

Email Template - Custom (without using Letterhead)
Email Template – Custom (without using Letterhead)

2. The next step is to create an Email alert on the user object. To do this, navigate to Setup | Build | Create | Workflow & Approvals | Email Alerts, click  on the New Email Alert button and enter the details as shown in the following screenshot

Email Alert
Email Alert

3. The final step to create a process on the User object to send out a welcome email to the new users. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder  and click on the New button, Enter Name, API Name and then click on the Save button

Define Process Properties
Define Process Properties

4. 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 Save button

Evaluation Criteria
Evaluation Criteria

5. 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 set [User].IsActive Equals True) and click on the Save button, as shown in the following screenshot

Process Criteria
Process Criteria

6. 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 select Email Alert) , and then fill out the fields to define the action, as shown in the following screenshot

Add action – Email Alert
Add action – Email Alert

To select Email Alert, type two or more letters to search for the email alert that you want to use to send an email.

7. 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

Welcome email to new users

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

Proof of concept

To test the above process creates a new user and check out your mailbox.

Output - Welcome email
Output – Welcome email

Note :-  I will suggest you to implement this first on your developer org test it and then move it to Production.

Getting Started with Process Builder – Part 22 (Disable Chatter Onboarding Splash Page)

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welcome

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  

Chatter Onboarding Splash Page
Chatter Onboarding Splash Page

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 Chatter onboarding 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

Text Variable
Text Variable

3. The next step is to update the fields UserPreferencesHideChatterOnboardingSplash and 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
Update User Record
Update User Record

4. Finally your Flow will look like the following screenshot

 Disable Chatter Onboarding Splash Page Flow

5. Save your flow with name Disable Chatter Onboarding Splash Page Flow and close the canvas. Don’t forget to Activate 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 Account object follow the below instructions

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

Define Process Properties
Define Process Properties

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 Save button

Evaluation Criteria
Evaluation Criteria

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

Process Criteria
Process Criteria

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

Add action – Flows
Add action – Flows

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

 Disable Chatter Onboarding Splash Page

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

Getting Started with Process Builder – Part 21 (Running a Flow in System Mode)

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System mode

In this article Getting Started with Process Builder – Part 20 (Add Chatter Followers to Record), we had discussed a way to auto add Chatter followers to account record using the Process Builder. But It will only work for System administrators or users with the Edit permission on account object. There are few business scenarios where a business wants to implantation this for all users, so that anyone can add followers without editing the account record. Let’s start with a business use case

Business Use case :- Vigne Kozacek is working as System administrator in Universal Container. They normally grant read access to account records to account team members. He received a requirement to develop an application, that will allow users to add Chatter followers to the account record without editing it.

Solution of above business requirement

There are few solutions possible for the above business scenario. We will use Flow and Process Builder (because it runs in system mode) to solve the above business requirement. Before proceeding ahead, you have to understand User mode and System mode in Salesforce. 

  • System mode :- In which the object and field-level permissions of the current user are ignored.
  • User mode :- In which the permissions, field-level security, and sharing rules of the current user are enforced.

A few points to remember

  • Flow runs in user mode.
  • Process Builder runs in system mode.
  • When you launch a Flow using the Process Builder, then it will run in system mode.

Designing the application

  • We will use a custom button on the account page layout to launch a Flow (#1). Flow will capture the data i.e. Account Id and Follower Id (User Id whom they want to make a follower of the record) from the user
  • Then we will save the details in a custom object Add Follower using the Flow(#1)
  • Then we will create another Flow (#2) to add the followers to account record
  • On creation of record in Add Follower object we will trigger the Process to launch a Flow(#2), this Flow will responsible to add followers to record

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

1. First of all create a custom object (Add_Follwer__c) and few fields to Save the data, as shown in the following screenshot

Custom object - Add Follower
Custom object – Add Follower

Make sure that you have granted Read, Create and Delete access on custom object to all profiles.

2. To create a Flow, click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows
3.
Click on
New Flow, it will open Flow canvas for you. Now we have to create a Text variables VarT_AcountId to store the account Id (we will pass the account Id through custom button URL) as shown in the following screenshot

Text variable
Text variable

4. The next step is to create a screen that allows the user to enter the follower name. To do that drag-and-drop a Screen element ( Give the name Enter Follower) onto the canvas. To add a field onto the Screen click on Add a Field tab ( Give the name Enter Follower Name ) and then add one Textbox field to enter User Full Name as shown in the following screenshot

Screen 1 - To get follower name
Screen 1 – To get the follower name

5. The next task is to display all users where the User Full Name matches with Screen1 input field. To do that drag-and-drop Screen Element ( Give the name Choose Follower) onto canvas, add Radio button ( Give the name Choose Follower Name) as shown in the following screenshot

Screen 2 - Add Radio Button
Screen 2 – Add Radio Button
  • Now select Dynamic choice as shown in the above screenshot ( Give the name ChooserFollowerFromUser), select User object, Add filters criteria as Name Contains Enter_Follower_Name (Screen1 Input field) and IsActive Equals {!$GlobalConstant.True}. Under Choice Label select Name and under Choice Stored Value select Id as shown in the following screenshot
Screen 2 - Dynamic Choice
Screen 2 – Dynamic Choice

6. To create a record in Add_Follower__c object we will use Record Create element. Drag-and-drop a Record Create ( Give the name Save the data in Add Follower object) onto the canvas and map the fields according to below details

  • Select Object Add_Follower__c
  • Enter Assignment AccountId= {!VarT_AccountId} and FollowerId= {!ChooseFollowerFromUser} (Dynamic Choice), as shown in the below screenshot
Create a record in Add Follower object
Create a record in Add Follower object

7. Finally your Flow #1 will look like the following screenshot

Add Follower to record

8. Save your flow with name Add details to custom object and close the canvas. Don’t forget to Activate the Flow

Flow Properties
Flow Properties

9. The next step is to create a custom button (Add Follower) on the Account object to call the Flow and pass the {!Account.Id} into variable VarT_AccountId

Custom button URL :-  /flow/Add_details_to_custom_object?VarT_AccountId={!Account.Id}&retURL=https://ap1.salesforce.com/{!Account.Id}

10. Till now we have created a Flow to take the input from user and save the data into a custom object. Now we will create another Flow to add follower to account record. For this click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows
11.
Click on
New Flow, it will open Flow canvas for you. Now we have to create two Text variables VarT_AcountId and VarT_FollowerId  as shown in the below screenshot

Text Variables
Text Variables

12. To create a record into EntitySubscription object, drag-and-drop a Record Create ( Give the name Add follower to record) onto the window and map the fields according to below details

  • Select Object EntitySubscription
  • Enter Assignment ParentId= {!VarT_AccountId} and SubscriberId= {!VarT_FollowerId}, as shown in the below screenshot
Add Follower to record
Add Follower to record

13. Now we have to delete the record from Add_Follower__c object that we had created to save the follower details. To do that, drag-and-drop a Record Delete ( Give the name Delete record from Add Follower object ) onto the window and map the fields according to following screenshot

Delete a record
Delete a record

14. Finally your Flow #2 will look like the following screenshot

Add Follower to record

15. Save your Flow with name Add follower to record (Type:- Autolaunched Flow) and close the canvas. Don’t forget to Activate the Flow.

Launch a Flow (#2) from Process Builder

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

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

Define Process Properties
Define Process Properties

2. The next step is to add entry criteria. For this click on Add Object, select Add_Follower__c 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 Save button

Evaluation Criteria
Evaluation Criteria

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

Process Criteria
Process Criteria

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

Add action – Flows
Add action – Flows

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

Add follower to record

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

It’s time to test this App

1) In this demo I am going to use Demo User account (Profile assigned :- Standard User Clone, this user only has Read access on the Account and Read, Create and Delete access on custom object Add_Follower__c ).

Demo account
Demo account

2) The next step is to click on Add Follower button and follow the instructions available on Flow screen.

Final Output
Final Output

Finally checkout the Follower section available on the record detail page.

Note :-  I will suggest you to implement this first on your developer org test it and then move it to Production.

Getting Started with Process Builder – Part 20 (Add Chatter Followers to Record)

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 Follower

Few months back, I had written an article Add/Remove follower to record with Visual Workflow to discuss a way through which we can add or remove Chatter followers to account record. As you all know Flow runs in user mode, it means the Flow we had developed will only work for System administrators or users with the Modify All Users permission. There are few business scenarios where business wants some workaround so that Flow will work for all the users (Only for users who have edit access on Account). First of all I want to say thanks to Adam Plocki for asking such a great question on Success Community. Let’s start with a business use case

Business Use case :- Warren Mason is working as System administrator in Universal Container. He received a requirement to develop an application, that will allow users (For those, who have edit access on account object) to add Chatter followers to record. 

 Solution of above business requirement

There are few solutions possible for the above business scenario. We will use Flow and Process Builder (because it runs in system mode) to solve the above business requirement. The advantage of using Flow with Process builder is, you don’t have to assign Force.com Flow User feature license to the users. Before proceeding ahead, you have to understand EntitySubscription object in Salesforce. It’s Represents a subscription for a user following a record or another user. User can subscribe to a record or to another user.

Field Name Details
ParentId ID of the record or user which the user is following
SubscriberId ID of the User who is following the record or user

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

1. First of all create a Custom field Add Follower (Data Type :- Lookup (User)) on the Account object. We will use this field in the Flow and Process Builder.
2. To create a Flow, click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows
3. Click on New Flow, it will open Flow canvas for you. Now we have to create a two variables. First create a Text variable AccountId  to store the accountId (we will pass the account Id through Process Builder) as shown in the below screenshot

Text Variables to store account Id
Text Variables to store account Id

Second Variable FollowerID is used to store the user Id, whom you want to add as a Chatter follower to record.

Text Variables to store follower Id
Text Variables to store follower Id

4. To add a Chatter follower to record, drag-and-drop a Record Create ( Give the name Auto add follower to record) onto the window and map the fields according to below details

  • Select Object EntitySubscription
  • Enter Assignment ParentId= {!AccountId} and SubscriberId= {!FollowerID}, as shown in the below screenshot
Add Follower to record
Add Follower to record

5. Finally your Flow will look like the following screenshot

Add Chatter Followers to Record

6. Save your flow with name Add Chatter follower to record PB and close the canvas. Don’t forget to Activate the Flow.

Launch a Flow from Process Builder

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

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

Define Process Properties
Define Process Properties

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

Evaluation Criteria
Evaluation Criteria

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 set [Account].Add_Follower__c Is Changed True) and click on the Save button, as shown in the following screenshot

Process Criteria
Process Criteria

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

Add action – Flows
Add action – Flows

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

Add Chatter followers to record

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

It’s time to test this App

1) Now LoggedIn through a business user account. In this demo I am going to use Demo User account (Profile assigned:- Standard User, Force.com Flow User feature license is not assigned to this user  ).

Demo account
Demo account

2) The next step is to edit the record and populate the Add Follower field as shown in the following screenshot

Final result
Final result

Finally checkout the Follower section available on the record detail page.

Note :-  I will suggest you to implement this first on your developer org test it and then move it to Production.

Getting Started with Process Builder – Part 19 (Automatically Add New User to Public Group or Queue)

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Public Group

In this article Automatically Add New User to Chatter Group, We had discussed a way to auto add new users to Chatter group using click not code. We also discussed a way to avoid MIXED DML error. In this article we are going to discuss a way to auto add new users to Queue or Public Group. Let’s start with a business use case

Business Use case :- Warren Mason is working as System administrator in Universal Container. His organization wants to develop an application to auto add new users to Public Group “Universal Container Users“.

Solution of above business requirement

There are few solutions possible for the above business scenario. We will use Flow, Workflow Rule and Process Builder to solve the above business requirement. Before proceeding ahead, you have to understand Group and GroupMember objects. 

  1. Group :- This object represents Queue and Public Group both. Groups are sets of users. They can contain individual users, other groups, the users in a particular role. By using Type field you can distinguish between Queue and Public Group. For Public Group (Use Type = Regular) and for Queue (Use Type = Queue).
  2. GroupMember :- Represents a User or Group that is a member of a public group.

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

1. Create a Custom field OneTimeActivity (Data Type :- Check-box, Default Value:- False) on the User object. We will use this in Process Builder.
2. To create a Flow, click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows
3. Click on New Flow, it will open Flow canvas for you. Now we have to create a few variables. First create a Text variable VarT_UserId  to store the user Id (we will pass new user Id through Process Builder) as shown in the below screenshot

Text Variables to store user Id
Text Variables to store user Id

Second Variable VarT_PublicGroupId is used to store public Group Id. In this scenario public group Universal Container Users Id, as shown in the following screenshot

Text Variables to store Public group Id
Text Variables to store Public group Id

4. To add a new user to Public Group, drag and drop a Record Create ( Give the name Add user to Public Group) onto the window and map the fields according to below details

  • Select Object GroupMember
  • Enter Assignment GroupId= {!VarT_PublicGroupId} and UserOrGroupId= {!VarT_UserId}, as shown in the below screenshot
Add user to Public group
Add user to Public group

5. Finally your Flow will look like the following screenshot

Add user to Public group

6. Save your flow with name Automatically add new user to public group and close the canvas. Don’t forget to Activate the Flow.

Launch a Flow from Process Builder

Our next task is to create a workflow on User object to update the OneTimeActivity field to True then we will create a Process on User object to launch a Flow. To create a workflow on the User object follow the below instructions

1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | New Rule, then select object User from the drop-down
2. Enter Name, for Evaluate the rule when a record is select Created, For Rule Criteria select is Active To True, as shown in the below screenshot 

Workflow rule on User creation
Workflow rule on User creation

3. Now Add a time trigger to  to update OneTimeActivity To True (Custom field – Checkbox ) after 0 hours of record Created date. To do this click on Add Time Trigger button and Set the length after how many days/hours workflow will fire  i.e.  in hours and days, I’ve selected 0 hours after the Created Date. Now add one field update action for time dependent workflow and update the OneTimeActivity to True. You can take help from the following screenshot

Workflow field update
Workflow field update

4. Save the workflow rule and activate it.
5. Our next task is to create a Process on User object to launch a Flow. To create a Process click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder  and click on the New button, Enter Name, API Name and then click on the Save button

Define Process Properties
Define Process Properties

6. Click on Add Object, select User object and for the entry criteria, Select when a record is created or edited, as shown in the below screenshot and once you are done click on the Save button

Evaluation Criteria
Evaluation Criteria

7. 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 set [User].OneTimeActivity__c Equals True) and click on the Save button, as shown in the following screenshot

Process Criteria
Process Criteria

8. 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

Add action – Flows
Add action – Flows

9. Final Step is to add one more Immediate action to update OneTimeActivity to False, We will use update Records action in the Process, Please refer to the following screenshot for more details

Add action – Update Records
Add action – Update Records

10. 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

Add user to public group (2)

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

It’s time to test this App

To test this application follow the below instructions

1) Navigate to Name | Setup | Administration Setup | Manage Users | Users
2) Create a New User

Create new user
Create new user

3) Now navigate to the Public Group (Universal Container Users) and check new user under View all users list

Final Outcome
Final Outcome

Note :-  I will suggest you to implement this first on your developer org test it and then move it to Production.