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Automated Group Manager: Automatic Group Assignments with Configuration
Streamline Public Group, Chatter Group & Community Group Management
Overview
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
The Automated Group Manager app allows Administrators to define Process Builder Criteria for how and when to update Group Membership Assignments
The app supports automatically adding all members of one group to another
Maintain an accurate group for all External Users, which is great for list view segmentation strategy
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
Categories
- Business Needs
- Admin & Developer Tools
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package