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Customize the Chatter Group Layout and Publisher

Customize the Chatter Group Layout and Publisher

Add and remove fields, buttons, look-ups, and related lists to change the layout of groups.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Contact Manager Editions
User Permissions Needed
To customize Chatter group layouts: Customize Application
  1. From Setup, enter Group Layouts in the Quick Find box, then select Group Layouts.
  2. Click Edit next to the group layout that you want to customize, or click New to create a layout.
  3. From the palette on the top of the page, drag fields, buttons, and other user interface elements. Drag these elements to different sections to add them to the group layout. To remove elements from the layout, drag them back to the palette. To make sure your action works in the Salesforce mobile app and Lightning Experience, be sure the following are in your group layout:
    • Post
    • Announcement (announcements aren’t available in the Salesforce mobile app)
    • File
    • Poll
    • Edit Group
    • New Group Member
    • Manage Notifications
    • Delete Group
    • Leave Group

    All group layout changes affect the Salesforce mobile app and Lightning Experience. Group publisher changes appear everywhere. For example, imagine that you delete the Files related list or a field in the Group Details section. Your changes appear only in the app and Lightning Experience. They don’t appear in Salesforce Classic.

  4. To save the layout, click Save.
Example
Example Let’s allow group owners and managers to archive and activate groups from the Salesforce mobile app and Lightning Experience. Drag the Archive field to the Group Detail section.
Editing a group layout

To assign group layouts by user profiles, click Page Layout Assignment on the group layout list view.

 
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