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Mass Add Chatter Group Members via the Salesforce Data Loader

Julkaisupäivä: Sep 19, 2025
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If you need to add a lot of Chatter Users to a Chatter group at one time, the fastest option is to add them in mass with Data Loader. To do this, you'll need to prepare an insert file that contains the Chatter Group ID (CollaborationGroupId) and the User ID (MemberId) values, and perform an insert operation to the Group Member (CollaborationGroupMember) object.

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Warning
Always back up your data before performing any data operation. See Export Backup Data from Salesforce or Export Data for more details. It is recommended to run a test with a small subset of records to ensure the operation was successful through manually opening and verifying that the corresponding records are correct in Salesforce.

 

For a short video walk through, watch our Salesforce Support Youtube video:


   

Options to add group members:

 
  1. In Salesforce, navigate to the Chatter Group and click Add/Remove Members and search for Users or select to view 'Everyone' and click the Add button for each User. See Adding and Removing Chatter Group Members for more details.
  2. Upload group members via API using the Apex Data Loader.
 

Note: Upon adding Chatter group members via either method, an email notification is sent to each newly added group member's corresponding email address from noreply@chatter.salesforce.com.

 

Subject: <UserWhoAddedMembersNameHere> added you to the group <GroupNameHere>
Body: Welcome! You're now a member of the <GroupNameHere>
<Group'sDescriptionHere>
View (a button that links to the chatter group)


If uploading to a private Chatter group, the User performing the operation must be the owner or a group manager to add members.

To mass add Chatter group members via the API you will need to create an insert file. The Chatter group Id (CollaborationGroupId) and User Id (MemberId) fields are required and must be included in your file.

You can also include and set the following fields for each User upon inserting them as Chatter group members:

 

CollaborationRole: The role of a group member. If not included or specified in the file, the User will be set as a group member and not as a group manager.

 

NotificationFrequency: The frequency at which Salesforce sends Chatter group email digests to this member. "NotificationFrequency" field can be set for Weekly, Daily, Every Post and Never values, indicated by W, D, P and N respectively. This is "Set Frequency for Personal Digest" for daily digest. If not included or specified in the file, the default value is set to the User's Chatter email settings. See Managing Chatter Email for more details.
 

Attached, you will find an insert file template to help you get started. Columns A and B are required fields while C and D are optional. Row 1 contains the field labels, row 2 contains sample data that you'll need to replace, and row 3 contains a brief explanation of each field/column which you can view by selecting the cell and expanding the formula bar in Excel:
 

For an overview of all CollaborationGroupMember fields, review CollaborationGroupMember. 


After you've prepared your file

 
  1. Open Data Loader.
  2. Click on Insert.
  3. Username & Password (Security Token if applicable).
  4. Click Next.
  5. Click Checkbox for 'Show all Salesforce objects' and select: Group Member(CollaborationGroupMember).
  6. Click Browse, then 'select file'.
  7. Click Next Then Okay.
  8. Click Create or Edit a Map, then Auto-Match Fields to Columns.
  9. Manually map any remaining fields that may not have been mapped automatically.
  10. Click Okay | Next.
  11. Click Browse to select a directory to store the success and error files.
  12. Click Okay | Finish.

If you encounter an insufficient access rights on cross-reference id error, set the Data Loader's batch size to 1. See Configure Data Loader for more details. If 1 or more records in your file result in the error, it may cause the entire batch or insert operation to fail with the same error. By reducing the batch size to 1 you should be able to identify the individual record(s) in your file that may be causing the issue.

This error may also occur if your organization has turned on the feature, Enable Profile-Based Chatter Rollout and your insert file contains a User whose assigned profile or permission sets have not been enabled for Chatter. Check to ensure that all Users in your file are properly enabled to use Chatter.
Knowledge-artikkelin numero

000384464

Liitteet

Chatter Group Member Insert Template.csv

1 KB

 
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Salesforce Help | Article