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Automated Group Manager: Automatic Group Assignments with Configuration

Streamline Public Group, Chatter Group & Community Group Management

Overview

  • 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
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

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