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Create Chatter Groups
Create public, private, and unlisted Chatter groups to collaborate with your teams and work together on projects.
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 create groups | Create and Own New Chatter Groups |
If the user was already the owner of any groups, that ownership is not revoked.
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Click the Groups tab.
If you don’t see the Groups tab, open the App Launcher, search for groups, and click your result.
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On the Groups list page, click New Group, and enter a group name
and description.
Note Group names must be unique across public and private groups. Unlisted groups don’t require unique names.
In Experience Cloud sites, both public and private group names must be unique within the site.
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Select an access level for your group.
- Public—Anyone can see and add posts, comments, and files. 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. Users with the “Modify All Data” and “View All Data” permission can see group posts, updates, and files across the organization. Users with the “Manage All Data” permission can also join private groups directly and change group settings.
- Unlisted—Only group members and users with the “Manage Unlisted Groups” permission can see and add posts, comments, and files. People can’t ask to join. The group’s owner or managers must invite them. Unlisted groups offer more privacy . Nonmembers can’t see or access unlisted groups in list views, feeds, and in search results. Unlisted groups aren’t available by default; your administrator must enable them for your organization.
To allow customers to join a private or unlisted group, select Allow Customers. In Salesforce Classic, you can identify groups with customers by the orange upper left corner of the group photo. In Lightning Experience, you can identify groups that allow customers by a caption on the group page’s banner. If you allow customers in a group, you can't change the group access level later.
If your Salesforce admin has enabled group archiving, you can change the automatic archiving settings for the group. Disable automatic archiving only if a group must remain active always, despite extended periods of inactivity.
- Save your changes.
