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Contact Role Quick Invite for Chatter Customer Groups

By Salesforce Labs

Invite contacts on opportunities to Chatter customer groups!

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Free  

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Business Need
Chat & Web Conferencing

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!

Compatibility

Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
Create Customer Group Opportunity Button/Customer Group Quick Create - Opportunity Button 1.5.0
Listed On
01/12/2012
Latest Release
01/09/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.5.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/10/2012

Additional Details

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.

Need help?

Salesforce Labs

San Francisco, CA, USA

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