Automatically Add Salesforce Users to Public Groups / Chatter Groups

If you have a lot of users – either Internal or Community users – and if you have a very active instance of salesforce – you are probably leveraging Public Groups and Chatter Groups extensively. As you create more of these Public Groups or Chatter Groups, it becomes tougher and tougher to manage adding users Read more about Automatically Add Salesforce Users to Public Groups / Chatter Groups[…]

Consolidate Salesforce Workflows into a Rules Set

If you’re a power administrator of salesforce, you’re probably already close to hitting your workflow limits on an object – or maybe even already hit it and been getting creative trying to get around these limits. One of the things we’ve found is that customers with lots of workflows typically have this due to trying Read more about Consolidate Salesforce Workflows into a Rules Set[…]

Assignment Rules for Custom Objects

Salesforce’s ability to easily add new custom objects is one of its strongest features. For the most part, the custom object has all of the functionality you have on standard objects – in some cases even more – such as Workflow, Custom Fields, Reporting, etc. Unfortunately one feature that is missing is the ability to Read more about Assignment Rules for Custom Objects[…]

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