Add Existing Records to Chatter Groups | Salesforce
Add Existing Records to Chatter Groups
Add records to groups so you can collaborate on and discuss the records as a team.
Available in: both Salesforce Classic and Lightning Experience
Available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions
User Permissions Needed
To view a group record or add a record to a group:
“Read” on the record
Access to the group
From the group publisher, click Add Record.
If you don’t see this option, your administrator needs to include the Add Record action to the group publisher. Groups that allow customers don’t allow you to add records.
Select the type of record from the Record list.
You can add account, contact, lead, opportunity, contract, campaign, case, and custom object records. Other objects aren’t supported.
In the blank search field, type the name of the record you want to search for and click . Leave the field blank to search for all available records of the selected type.
From the lookup search results list, click the record you want to add to the group to select it.
A success message confirms when the record is added to the group and the record appears in the Group Records list. If your administrator has added the Groups related list to the record detail page, you can also see the list of groups the record is associated with on the record detail page. There is no limit to the number of records you can add to a group.
Adding a record to a group doesn’t affect its visibility. Only users with the necessary permissions (via license, profile, permission sets, or sharing) can see the records in a group. For example, Chatter Free users don’t see any records in groups. Or, a user with permissions to view accounts and contacts can’t view any case records in the group. This sometimes means that users see fewer records than the actual count indicated on the group records list.
Here are some ways to use Chatter groups as a collaboration space for records that you’re working on.
A sales team working together on an account can track the related opportunities, contacts, and leads in one group. Team members with permissions can access records directly from the group. New team members can use the group as a one-stop reference to familiarize themselves with historical discussions about the account and its child records.
Customer service teams can use groups to track the cases they handle. The group can become the team’s forum to monitor cases, discuss solutions, and analyze trends in common problem areas.
Marketing teams can use groups to track their campaigns, plan events, and discuss the potential leads and contacts to invite for the event. Groups also make for a great space to collaborate on marketing content or campaign artifacts.