If you’re using Chatter, you may have noticed that current functionality only enables you to view and follow Chatter activity for specific records from custom objects, but not at the parent level. Now, with the new free Chat Roll Up utility, users can “roll up” all Chatter feeds for complete visibility into critical changes, updates and more at the account level.
Developed by our team at Configero, Chat Roll Up is a Salesforce Chatter utlity that enables you to view all or some Chatter activity posted to a child object at the parent level. For example, you can create a rule to roll up all chatter posts at the Contact level to its related Account – enabling a holistic view of all Chatter activity for all Contacts related to that Account.
With Chat Roll Up you can:
- Roll up Chatter posts from child to parent
- View all Chatter activity at the parent level
- Fine tune which posts roll up and for which objects
Chat Roll Up includes an easy-to-use administration panel that lets you configure which posts roll up by filtering the body – by feed type, by user, by object and more!
To download Chat Roll Up, please visit the Salesforce AppExchange.