Groups in Salesforce Chatter

If you work in a team, you can create Chatter groups that will allow you to share information with your colleagues.

Distinguish four types of groups in Salesforce Chatter public, private, unlisted i archived. Each of them is discussed below:

Public- Anyone can join this group, has access to files and information posted there, and has the ability to add posts and comments.

Private- Only group members can add posts, comments and files. Other users can see this group, but must ask the manager for permission to join it.

Unlisted- Only group members can add and see posts. The group is not visible in the search results. The group cannot be asked to join, each person must be invited by the owner or manager.  

We can invite our clients to Chatter by creating an account with an appropriate license. Clients can participate in Private and Unlisted groups.  

If our group has already finished the project and we don’t want someone to post new posts there, we can set the group type to Archived. This will allow all participants to access information and files, but not posting.

You can find more information about the groups at this link Click

Being in the Salesforce Chatter application and going to the groups tab, we can manage the groups we belong to or the groups we have created from here.

By clicking New ( 2 ) in the upper right corner, we create a new group.

After filling in the basic information, scrolling down to the part where we can choose who is the owner of the group. Access Type ( 1 ) here we select the group type. Below we can indicate whether it is possible to invite customers. By checking the box next to Broadcast Only, only group managers can post.

Moving on, we will be able to insert a photo that distinguishes our group. Then we can add users and define their role in the group.

By opening the group that we have created on the right side from the drop-down list ( 1 ), we have the ability to manage our group, add members, edit details, etc.

Below, we see information about the group details, we can manage group members or check who belongs to it.

In Setup, by entering Chatter Setting, we can activate additional Chatter options such as Unlisted Group or adding information about absence.

More information about Salesforce Chatter can be found at this link Click.

In this article, that’s all, if you would like to learn more about Salesforce Chatter, or if you would like to adapt this application in your company, please contact our company ME PL.

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