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Automated Group Manager: Automatic Group Assignments with Configuration

Streamline Public Group, Chatter Group & Community Group Management

Free  

Never requires payment

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Business Need
Admin & Developer Tools

Reduce Group-related administrative tasks by setting criteria for assigning Users to Public Groups used for Queues, Email Alerts or List View Settings. Improve collaboration in Chatter, Community & Unlisted Groups by automatically updating membership

Compatibility

Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
PBHelper/1.4 1.4.0
Listed On
03/22/2019
Latest Release
03/04/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/02/2021

Additional Details

Make your life as an Admin easier! Set rules to manage Public Groups, Chatter Groups, and Community Groups Membership automatically! How it works: * Leverage Process Builder or Flow to automate when to Add or Remove Users from Public Groups, Chatter Groups or Community Groups * The app will install an Apex classes that can be called from Process Builder and Flow as invocable methods * You don't need to code, though! Use Process Builder to maintain all your logic for the addition or removal of Group Members Key Features: * Public Groups have many uses in Salesforce. Leverage Public Groups to assign List View Visibility, Send Email Alerts or maintain a Queue Assignment * Add Users to Chatter Groups for internal collaboration; great for Onboarding and Getting Started groups * Add Users to a Community Group based on Criteria; helpful for Customer or Partner only unlisted Groups

Need help?

Acxiom Corporation

Conway, AR, USA

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