ChAction for Chatter
ChAction for Chatter streamlines the process of updating the Opportunity Next Step field directly from a Chatter post on a related record. From salesforce.com, Chatter Desktop, or any mobile Chatter app, Chatter posts can update your Opportunity field.
- Update Opportunity Next Step directly from Chatter
- Keep Next Step field updated using Chatter Desktop, or any mobile Chatter app
- Same features available in Leads
ChAction for Chatter is a simple app that allows you to include the hashtag #nextstep in an Opportunity Chatter post and have the text from that post automatically populate the Next Step field on the Opportunity. Over time, continue using the #nextstep hashtag and your Opportunity Next Step field will always have the most up-to-date information by using salesforce.com, Chatter Desktop, or any mobile Chatter app.
ChAction also works on Leads. Once installed, a new Next Step field is added to the Lead object and the #nextstep hashtag streamlines the process for Lead updating as well.