Add records to groups to collaborate on and discuss the records as a team.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Essentials, 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: |
|
-
From the group publisher, click Add
Record.
Note If you don’t see this option, ask your administrator to include the Add Record action in the group publisher. You can’t add records to groups that allow customers. -
From the Record list, select a
record type.
You can add account, contact, lead, opportunity, contract, campaign, case, and custom object records. Other objects aren’t supported.
-
In the blank search field, enter the name of the
record to search for and click
. To search for all available records of the selected
type, leave the field blank.
- From the lookup search results list, select the record to add to the group.
- Click Create.
A success message confirms when the record is added to the group. The record appears in the Group Records list. If the Groups related list appears on the record detail page, you can see the list of groups that the record is associated with. There is no limit to the number of records you can add to a group.
Note 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 only accounts and
contacts can’t view any case records in the group. Permissions can influence whether users
see fewer records than the actual count indicated on the group records list.
Example Here are some ways to use Chatter groups to collaborate on records that you’re working on.
- A sales team that is 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 that 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.