Big Idea or Enduring Question: Chatter is a great way to boost collaboration in your organization. Users can post a status, links, files, and comments on other’s posts. We can also add users to chatter groups. Chatter can email you every time someone follows you, posts to your profile or
Tag: salesforce chatter
Clone a Chatter Group with Members
Big Idea or Enduring Question: How do you provide a way to clone Chatter group with members to your users? Chatter Group is primarily geared towards boosting collaboration among users within an organization. Similar to a public group, a Chatter group comprises a set of users. Indeed, one can add
Add or Remove Followers to a Record with the Help of Salesforce Flow
Big Idea or Enduring Question: How can we develop declarative functionality to add or remove followers from a record? In Salesforce, a user can follow Chatter groups or Records. Salesforce provides out-of-the-box functionality so that Chatter group managers can also add/remove people from the group. To manage a record’s followers/subscribers,
Reminder For Chatter Group Pending Membership Requests
Big Idea or Enduring Question: How can you send an automatic email alert to Chatter Group Owners about pending membership requests? In Salesforce, a Chatter Group represents a group of users. It’s a great way to boost collaboration in your organization. You can add unlimited members to a Chatter Group,
Automatically Add a Record to Chatter Group
Big Idea or Enduring Question: How do you automatically add a record to the Chatter Group? Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign,
Mass Transfer Chatter Files
Big Idea or Enduring Question: How do you allow Sales reps an easy to transfer their files to another user? The file allows you to Upload, Share, Follow files in Salesforce. The file helps the organization to discuss changes to the file in real-time, from whatever device they are using. It also
Click and Join a Chatter Group
Big Idea or Enduring Question: How do you create an automation that sends an email to users with a link to join Chatter Group? Chatter is a powerful Collaboration tool for your organization, for both internal users and partners. In the past, I have written a few articles which show how you
Email Notification on Password Expiration
How to Setup Salesforce Password Expiration Notification Email Solution.