Slaesforce FAQ

how to create chatter group in salesforce community

by Eino Hyatt Published 2 years ago Updated 2 years ago
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Create Chatter Groups for All Sales and All Support

  • Click the App Launcher .
  • Enter Groups in the Search apps and items... box and select Groups.
  • Click New.
  • Fill in the new group information: Group Name: All Sales Description: Collaboration space for all things related to Sales Access Type: Public
  • Click Save & Next.
  • Skip adding a group photo by clicking Next.
  • Skip adding members for now and click Done.

Create Chatter Groups for All Sales and All Support
  1. Click the App Launcher .
  2. Enter Groups in the Search apps and items... box and select Groups.
  3. Click New.
  4. Fill in the new group information: Group Name: All Sales. ...
  5. Click Save & Next.
  6. Skip adding a group photo by clicking Next.
  7. Skip adding members for now and click Done.

Full Answer

How do I create groups in sales chatter?

But first, the groups need to be created. First, create the All Sales Chatter group. Click the App Launcher . Enter Groups in the Search apps and items... box and select Groups. Click New. Click Save & Next. Skip adding a group photo by clicking Next. Skip adding members for now and click Done.

What is Salesforce Chatter and how does it work?

Salesforce Chatter is a collaboration tool built into the Salesforce user interface. It’s highly likely you’re familiar with the benefits of having a collaboration tool, especially one that is easily accessible, intuitive for users to grasp, and provides context where and when teammates need it.

What are chatter groups and how do they work?

Through the use of Chatter groups, users can communicate and share. Chatter groups are classified as either public or private. Public means anyone can see and add posts, comments, and files. Anyone can join a public group.

What is the “create and own new chatter groups” permission?

The permission “Create and Own New Chatter Groups” controls a users ability to create groups (public, private, or unlisted). The permission is enabled by default, but administrators can disable it on select user profiles.

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How do you make a Chatter Group on Community?

To create a community user Chatter group You need to create these group in community>first login into community as sys admin . then in chatter tab try to create groups for your community user and add them . It will solve the problem.

How do you add a chatter to a community in Salesforce?

To Enable chatter on your communityGo to setup.search chatter.check on Enable.

How do I create a group in Salesforce community?

Add Groups to Your CommunityTo enable groups in your community, add groups to the community navigation menu. A menu item displays that links to a list of groups in your community. ... Publish your community.If you haven't already, customize the group publisher layout to include the Add Member action.

Can you chatter a group in Salesforce?

Chatter groups can be public, private, unlisted, and archived. Public: Anyone can see and add posts, comments, and files. Anyone can join a public group. Private: Only group members can see and add posts, comments, and files.

Can we use chatter on community?

Chatter news and group feeds only appear if a user is logged in to the community. They don't appear to guest users or in anonymous preview mode.

What is a Salesforce Chatter group?

Chatter is a great collaboration tool for your users. Through the use of Chatter groups, users can communicate and share. Chatter groups are classified as either public or private. Public means anyone can see and add posts, comments, and files. Anyone can join a public group.

What does community group mean?

A community group is a group of people who work for the benefit of the public. Community groups may follow a set structure and adopt principles and codes of conduct which it wishes the community to follow.

What type of chatter groups only allow group owners and managers to create new posts?

Private: Only group members can see and add posts, comments, and files. People must ask to join, and the group's owner or managers must add them.

What are Salesforce groups?

A group consists of a set of users. A group can contain individual users, other groups, or the users in a particular role or territory. It can also contain the users in a particular role or territory plus all the users below that role or territory in the hierarchy.

How do I get a chatter group ID in Salesforce?

Step 1: Create a Chatter Group. ... Step 2: Find the Chatter Group Id for UC Internal Announcements. ... Step 3: Creating a Custom Label to Store Chatter Group Id. ... Step 4.1: Salesforce Flow – Define Flow Properties.More items...•

Where do I find Chatter groups in Salesforce?

In Salesforce Classic, the Groups list on your profile shows you the Chatter groups that you belong to. By default, the list is sorted by the most recent activity date. On the Groups tab, you can join or create groups. You can also view the Groups list on other people's profiles to see their group memberships.

Where is the chatter group in Salesforce lightning?

In Salesforce Classic, you typically access Chatter features from the sidebar on the Chatter tab. In Lightning Experience, access Chatter, colleagues' profiles (People), and groups from the App Launcher. You can also get to these places from a tab or the overflow menu, depending on what's showing.

Salesforce Chatter Features

Salesforce Chatter offers many features to boost collaboration between users. Chatter’s functionality mirrors that of a social media platform, with tagging, @mentioning, and more.

What is a Chatter Feed?

A Chatter Feed is a list of published posts. Chatter Feeds can be accessed from either:

Chatter Groups

Chatter Groups allow particular sets of users to collaborate on Salesforce. Groups have three visibility settings:

Chatter Email Digest

When you join a Chatter Group or decide to “Follow” a colleague, you will receive email notifications on their Chatter activity.

Chatter Feed Tracking

Chatter Feed Tracking on a record will display polls, posts, comments, and record updates. For record updates to appear, feed tracking must be enabled.

Attach Files

When a file is attached to a record, it is also added to the Notes and Attachment related list and stored in Files.

Salesforce Topics

You can create and add topics in Salesforce to Chatter posts or records; topics are added by including a Chatter post hashtag.

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