Skip to main content
evrey on in my sales team create more than 20 account every day and i need to make it appear in my chatter atomaticaly when any new account is created 
1 个回答
  1. 2011年10月18日 08:59
    you will need to try this App for this. its free. They are mostly talking about Opportunity and Cases but you can configure it for (Accounts) as well as they mentioned in below statement. 

     

    We want to make  users automatically follow Leads, Opportunities, and Cases (or other records) in Chatter based on rule criteria previously defined.

     

    This collaboration scenario has been described in the following demo video: http://www.youtube.com/watch?v=wARWWw_UN_E

    In the AppExchange there is an application called Cloud Swarm, that allows users to automatically follow Opportunities and Cases in Salesforce Chatter based on the rule criteria you define.This application is available for dwoload free of charge (see link)

    http://appexchange.salesforce.com/listingDetail?listingId=a0N30000003GGRwEAO#

    Here's how to get started with this application

     Create a Rule

    Rules define what gets automatically followed, by specifying criteria. For instance, if you are a Sales Manager, you might want to make a rule for the leadership team to automatically follow all the big deals in your company. Or if you are a Customer Service Manager, you might want to follow any very important issues or any Cases that have been escalated.

     Create or Update a Record

    Add a new record or edit a current record that doesn't already meet the criteria of the rule you just created. For instance, if your rule is to follow all Opportunities with an Amount over $50K, create a new Opportunity for $60K.

     Swarm!

    When you update the record, all the users defined in the rule will now be following the record in Chatter and will receive any updates to the record on their news feed. Keep in mind that if the swarm doesn't happen immediately, try refreshing the page in 10 seconds (swarming happens in the background.)

     

    Please note that this is a thrid party application that is not supported by Salesforce Support.

     

    I hope this will help. 

     

     
0/9000