how to make a chatter group in salesforce

How do I create a Chatter group in Salesforce Classic?

• From the App Launcher ( ), find and select Salesforce Chatter.
• Click the Groups tab, then click New.
• Fill in the details. Name: Bengal Interest. Access Type: Public.
• Click Save & Next, Next, and Done.
• Repeat steps 2 through 5 to create two new groups with these details.

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 can you do with Salesforce Chatter?

Here are the main things you can do with Salesforce Chatter: Post updates or comments in Groups or on a record. Share files and links. Post polls. Create draft posts to share later. View Chatter Feeds for past activity relating to a specific record, or across your organization.

What is a chatter group?

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. Private means only group members can see and add posts, comments, and files.

How do I set up chatter for my company?

When you set up Chatter for your company, create some starter groups that center around common interests and functional teams. For example, create product-related groups in research and development, sales, and marketing; set up groups for internal training, human resources, and facilities.

How do I create a group in Salesforce Chatter?

Step 1 : Click the Groups tab. Step 2 : On the Groups page, click New Group, and enter a group name and description. Step 4 : Select an access level for your group based on your requirement. The chatter group has been successfully created you group.

How do I make a chatter group in Apex?

Creating Chatter Groups in ApexgroupMember. memberid = 'userId'; //Provide userId here.groupMember. CollaborationGroupId = myGroup. Id; //Id of group created above.insert groupMember;

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.

Where is the chatter group 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.

Who can create Chatter group in Salesforce?

Anyone can join. 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.

How do I create a group in Salesforce?

To create or edit a group:Click the control that matches the type of group: For personal groups, go to your personal settings in Salesforce Classic and click My Personal Information or Personal—whichever one appears. ... Click New, or click Edit next to the group you want to edit.Enter this information: ... Save your changes.

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...•

What is public chatter 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. All Experience Cloud site users can see the group picture, name, description, and members.

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

Required Editions Navigate to a group detail page. To add people who aren't already customers in your company, click Invite People, or Add/Remove Members | Invite them to Salesforce Chatter!. Enter email addresses separated by commas, add an optional message if you like, and click Send.

How do you make an unlisted chatter group?

From Setup, enter Chatter in the Quick Find box, then select Chatter Settings. Click Edit. Select Enable Unlisted Groups. A message with important information appears, giving you more detail about enabling unlisted groups in your organization.

How do I enable groups in Salesforce?

Create Salesforce Public GroupsNavigate to Setup (Gear Icon)| Manage Users | Public Group.Click New.Name the Public Group via the “Label” field.Select Users under the “Search” drop-down.Add the specific user(s) with whom you want to share the list view.Click Save.

How do I create a Chatter Free user in Salesforce?

How to create a Chatter Free user in SalesforceClick "Quick Find" box and type "Users"Select "User License" as "Chatter Free"Enter the Email ID of the user in the "Email" and "Username" fields.Click on the "Save" button.

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.

How to find groups in Salesforce?

In Salesforce, click the Groups tab. If you don’t see it, open the App Launcher, search for Groups, and click your result.

What is chatter group?

Groups are the main collaboration space in Chatter. You can organize a group around a project and add all project participants to it. Members use the group feed to exchange information, process a decision, and ask and answer questions. Whether it’s a project, a topic, a line of business, a what-have-you, you can create a group to support it. Groups help users build, preserve, and share knowledge that’s vital to getting the job done and keeping everyone aligned.

How to add more members to a group?

After you create your group, it’s easy to add more members. Go to the group, open the actions menu in the group banner, and select Manage Members. In the Add Members dialog, search for the people that you want to add and click Add next to their names.

What is private chatter?

Private Chatter groups are a great way for project teams to collaborate and share confidential information. Private groups can also have external members. For example, create a private group to collaborate with customers or subject matter experts who are outside your company.

How to add Lightning Actions to Salesforce?

In the Group Layout panel at the top of the page , select Mobile & Lightning Actions. If it’s not already there, drag New Case to the Salesforce Mobile and Lightning Experience Actions area.

What is the engagement tab in a group?

All groups offer an Engagement tab for monitoring group membership and activity over time . Use the Engagement tab to monitor how active the group is, the cadence of activity, the stability of group membership, and various count summaries.

What is group layout?

The group layout is the place to adjust the types of actions and settings that are available with groups. Let’s customize our group layout with an action that lets us create cases from the group.