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Rachel RosalesRachel Rosales 

Chatter Group Alerts

Use Case:
We notify our sales organization whenever there is an issue with one of their customers. Right now this is done with email distribution lists. The service organization sends an email with the relevant information and sends updates (email replies) as the situation changes. We would like to move this communication to Chatter.

Current Solution:
We have established a Chatter group for every Sales territory. We are using ‘Group Alerts for Chatter’ app. When a Service agent working on a Case wants to send a notification to a Chatter group, the agent selects a check box on the Case which pulls all the relevant fields out of the Case to route the post to the appropriate Chatter group based on the territory of the Account.
 
Challenges:
#1. Additional comments to the post do not send email notifications. Is there a way this can be done?
#2. In some instances we would like to post to multiple chatter groups. We can do this easily with ‘Group Alerts for Chatter’. The challenge is we don’t want the support agent to have to update posts in 2 chatter groups. Is there a way to set up a dynamic post that gets updated in both places when comments are added?

Any help and ideas to address the challenges would be much appreciated!

alouie_sfdcalouie_sfdc
Hi Rachel. For #1, there isn't an out-of-the-box solution for this. You only get comment notifications for a group when you participate in the discussion or like or bookmark the post. You could write a custom solution by implementing an Apex trigger on comments to send email notifications.

For #2, you could use the group @mention feature so that a single post shows up in two groups. (You can @mention groups just like you can @mention users. And in order to mention a private group, you need to be a member of that group.)

Hope that helps!