Contact Role Quick Invite for Chatter Customer Groups logo

Contact Role Quick Invite for Chatter Customer Groups

By Salesforce LabsChatter

Rating
Not rated yet
Reviews
No reviews yet
Pricing
Free
Listed since
2012

About Contact Role Quick Invite for Chatter Customer Groups

Invite contacts on opportunities to Chatter customer groups!

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.

Highlights

  • 1 Click Customer Group Creation
  • Automatically Invite all Contact Roles
  • Automatically Add all Sales Team Members

Screenshots

Contact Role Quick Invite for Chatter Customer Groups screenshot 1

Image 1 of 2

Pricing

Free.

Compatibility

Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on January 10, 2012
Languages
  • English

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