Mention Chatter Groups in Salesforce

March 8, 2013

UPDATE Fri 31 May: I am excited to share that I have turned this project into an AppExchange app.  It will be released under a new company called Tapply.  The product will be called Chatter Mention More and will support mentioning groups and creating custom tags to reference records. Find out more here.

 

 

Chatter Mention for Groups is an often requested feature.  The idea has 6500 points and heaps of comments.  This video shows how it could work.

Please provide any feedback or questions in the comments below or reach out to me on twitter @andymahood__c

So… how does this work?

For those who are interested in how this works let me explain…  …for those who are not go here.

When a Chatter Group is created there is a trigger to create a new user.  Now dont worry too much we are not using a Standard or Platform licence but one of the 5000 chatter free licences that are given away with every instance of Salesforce.  This user acts as a broker to the Group.  If the new Group we created was called ‘Marketing Analysis’ then the user will be called ‘Marketing Analysis (Group)’.  This is how we get the standard mention functionality to work.  Marke sense so far?

Now when a new post is created we check if the mentioned user is associated to a group, if so we crank out some magic and duplicate the post onto the group feed.  When the post is against an object we add a link to the record (this my need to change as you cant have an image post and a link, or if the original post was a link then we can have both the original link and a the link to reference the record it was posted against).

As we duplicate the post we write a mapping record into a table so if someone comments against either the new post or the original post then we know we should duplicate the comment over to the other post.

Nice, perfect solution eh?  Well there are some issues.

Duplication in the feed: Due to the process of duplicating the post if you are a subscriber of the Group as well as someone who follows the Record or the User then you will see a duplication in your Chatter feed.

We use a licence for every group: Even though the licences we use are free it does eat into your allocation.  Nothing in life is free they are bundled with other licences.  The silver lining is that Salesforce have been known to drop a few more thousand Chatter free licences in an org if you ask nicely and require them.  Also this is why you get the message about the user not being able to view the record – they are Chatter free users so cannot see anything.  On the plus side the warning serves nicely to the fact that there may be people in the Group that cannot see the record.

When you delete a group the user remains, FOREVER!: This is another side (a)(e)ffect of using a User as the broker.  If you decide to delete the group you cannot delete the user so you will always have a certain number of Users sitting around doing nothing just because you used to have a ‘January Gym Club’ chatter group.  Its on the backlog to de-activate the user on deletion to reclaim the licence so that will help.

and thats all I can think of now.

9 Responses to “Mention Chatter Groups in Salesforce”

  1. Hi Andy,
    This is great – how can we test it in our Org?
    Best regards,
    Niels

  2. Andy, this is a very cool solution for engaging the right audience while keeping the conversation in context. It’s also an excellent workaround for users who don’t have CRM licenses or don’t have restricted object/record permissions. I will love to test this when it’s ready!

  3. What would happen if a user @mentioned 2 groups? Would comments from both groups appear on all 3 feeds?

    • If you were to mention two groups the post would be duplicated twice into each group and comments would be synced between all three posts. If you follow the record and your a member of both groups the post will be shown three times in your feeds.

  4. Clay Davis said

    This is exactly what I’ve been looking for. Have you made progress with getting it in the App Exchange?

  5. I am excited to share that I have turned this project into an AppExchange app. It will be released under a new company called Tapply. The product will be called Chatter Mention More and will support mentioning groups and creating custom tags to reference records. Find out at http://tapp.ly/chatter-mention-more/

  6. Omg that’s HUGE! Congrats!!!

  7. Johnd185 said

    I like what you guys are up too. Such smart work and reporting! Keep up the superb works guys I have incorporated you guys to my blogroll. I think it will improve the value of my site ekbdgbddacdc

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

<span>%d</span> bloggers like this: