Salesforce: About Groups - dummies

By Tom Wong, Liz Kao, Matt Kaufman

Similar to finding people to follow in Salesforce Chatter, you search for groups to join. By following a group’s feed, you can collaborate with a specific subset of people within your company on a regular basis.

Posts made to a private Chatter group can be seen only by members of the group, system administrators, and those with the View All Data permission.

Joining a group in Chatter

To find a group to join, follow these steps:

  1. Click the Chatter tab.

    The Chatter feed appears.

  2. Click the Groups heading in the left sidebar.

    The Groups heading expands to show several subsections.

  3. Select the Active Groups subheading.

    A list of active groups appears. You can see which groups you’re a member of by looking at the Membership column to the right of the group’s name.

  4. Use the search bar to look for specific group names.

    While you type, the list automatically changes to show the results of your search.

    If you don’t find a group that you want to join, create a new one yourself. See the next section on how to create a new group.

  5. Click a group’s name to view the Group detail page.

    This provides more details about the group.

  6. Click either of these two links:

    • Join: Join a public group.

    • Ask Owner: Ask the owner for permission to join a private group.

Creating a new group in Chatter

Communication is key when working in teams. With groups, you can set up private feeds where team members can discuss their work outside their normal feed. This is extremely useful for sensitive projects to ensure that online conversations remain secure. You can set up public groups as well for less-confidential discussion.

To set up a new group, follow these steps:

  1. Click the Groups heading on the left sidebar of the Chatter tab.

    The heading expands. The Recently Viewed Groups home page appears, listing existing groups.

  2. Click the New Group button.

    The New Group page appears.

  3. Type the name of your group.

  4. Enter a description to further distinguish it from other groups.

  5. Select whether you want to have this group automatically archived after 90 days of inactivity.

  6. Set the Group Access as Public or Private:

    • Public: Anyone can join the group or see its feed.

    • Private: Only members, system administrators, and people with the View All Data permission can see and add posts to the feed.

  7. Click Save.

    Your new group’s page appears. You can add members by clicking the Add/Remove link on the right side.