A few weeks back i was looking around the appexchange to find some cool chatter apps, and i found these two which were awesome.
ChatterBot Auto response:
Install:
This app acts as a bot and responds to chatter posts based upon keyword match. It also has other cool features like automatic case creation from a chatter post. Moreover, the code is written generically. So, it's pretty easy to extend and adapt to specific needs.
Auto Response:
I just set up an auto response rule to point users to a help document link when their chatter post contains "chatter email settings". Here is a snapshot of the rule
And here is a screencap after the BOT in work.
Automatic Case Creation from chatter posts:
If your chatter posts contains the keyword {!case}, the BOT creates a case and gives the case number as a comment to your post. Here's one in action.
Note: I created a user called ChatterBot, and started the Bot jobs as this user. Also, the BOT's work on scheduled intervals (every 1 hour i guess), you can also run it manually on the click of a button.
Chatter Swarm 3:
Install
This app allows setting up rules for automatically following Accounts, Cases Opportunities etc and custom objects too.
Here's a new swarm rule which says that when a Lead is updated or created with a status of "Working - Contacted", then the Lead needs to be automatically followed by two users.
The Swarm in action.
Note that you could set up rules for Lead, Opportunity, Cases and chatter posts.
ChatterBot Auto response:
Install:
This app acts as a bot and responds to chatter posts based upon keyword match. It also has other cool features like automatic case creation from a chatter post. Moreover, the code is written generically. So, it's pretty easy to extend and adapt to specific needs.
Auto Response:
I just set up an auto response rule to point users to a help document link when their chatter post contains "chatter email settings". Here is a snapshot of the rule
And here is a screencap after the BOT in work.
Automatic Case Creation from chatter posts:
If your chatter posts contains the keyword {!case}, the BOT creates a case and gives the case number as a comment to your post. Here's one in action.
Note: I created a user called ChatterBot, and started the Bot jobs as this user. Also, the BOT's work on scheduled intervals (every 1 hour i guess), you can also run it manually on the click of a button.
Chatter Swarm 3:
Install
This app allows setting up rules for automatically following Accounts, Cases Opportunities etc and custom objects too.
Here's a new swarm rule which says that when a Lead is updated or created with a status of "Working - Contacted", then the Lead needs to be automatically followed by two users.
The Swarm in action.
Note that you could set up rules for Lead, Opportunity, Cases and chatter posts.
Whenever a user creates a new Account, Contact, Opportunity or any custom object record it is sometimes required to automatically populate certain fields with values.
You could do this by setting the "default" value on a text field. However, there are number of restrictions. One workaround would be to use Workflow rules for field updates, but remember workflow rules are fired only after you hit the "Save" button
Let's say that you would want the default value of the "Billing Country" field on Account to be set to "India". The video below shows how to do this by passing values through the URL.
P.S: This is not a best practice, but just in case it might help in some situations. You could override the "New" button and pass parameters through the URL.
You could do this by setting the "default" value on a text field. However, there are number of restrictions. One workaround would be to use Workflow rules for field updates, but remember workflow rules are fired only after you hit the "Save" button
Let's say that you would want the default value of the "Billing Country" field on Account to be set to "India". The video below shows how to do this by passing values through the URL.
P.S: This is not a best practice, but just in case it might help in some situations. You could override the "New" button and pass parameters through the URL.