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Contact Role Quick Invite for Chatter Customer Groups

Invite contacts on opportunities to Chatter customer groups!

Overview

Create a customer group with 1 click and auto-invite all contact roles on an opportunity! The group name is set to the Account name which encourages best practices for keeping customer groups to 1 company per group. Sales teams are auto added too!

1 of 2

  • 1 Click Customer Group Creation

  • Automatically Invite all Contact Roles

  • Automatically Add all Sales Team Members

This opportunity button creates a customer group, and emails invites to all contact roles and adds sales team members to the group. The group name is set to the account name, and if there is a customer group for that account, these contact roles are invited to the existing group to put everyone from the same company in the same customer group, which encourages best practices. It respects the profile settings you have for Customer Invites so if the button clicker can't send invites, no invites are sent out.

Categories

Business Needs
Chat & Web Conferencing
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code

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