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lil_rangerlil_ranger 

Cloud Swarm

Can Cloud Swarm allow a user to follow a specific record type of a custom object?

 

If so, should I be installed the managed or unmanaged app?

 

I am on the Enterprise version of SFDC

The Cloud Swarm TeamThe Cloud Swarm Team

Definitely!  However, you would have to copy and the Apex code for one of the standard objects and customize it to point to the custom object you want and set up custom rules to reflect whatever criteria you want for the auto-following.  To change the code, you definitely want the Unamanged version of the application.

 

cK

IanDavisIanDavis

Hi,

 

I would also love to do this.

 

I need to follow cases of a certain case 'record type'

 

I don't have the knowledge to create\edit apex code.

Can you help at all?

 

Many Thanks


The.Cloud.Swarm.Team wrote:

Definitely!  However, you would have to copy and the Apex code for one of the standard objects and customize it to point to the custom object you want and set up custom rules to reflect whatever criteria you want for the auto-following.  To change the code, you definitely want the Unamanged version of the application.

 

cK




The Cloud Swarm TeamThe Cloud Swarm Team

Ian,

 

That is possible without code.  Simply create a workflow rule so that Cases of a certain Record Type change the Type field of the Case.  Then create a Case Swarm Rule using the wizard to make a swarm on the Case Type field.

 

cK