---
schema_version: "1"
id: 07217bfaf4e327cdcd2d99093ba54eed5da4e18a855acf6b30dba9433dca6c44
title: Make Records Available in Chatter Groups
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/collab_group_records_add_follow.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.collab_group_records_add_follow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e324009029808d6c8a4d80ed69306f494d44346761edae0652d7f56ae64ee0d4
description: Add records to groups to collaborate on and discuss the records as a team.
products:
  - Experiences
release: "264"
---
# Make Records Available in Chatter Groups

Add records to groups to collaborate on and discuss the records as a team.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, <strong>Contact Manager</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d31203e83">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d31203e83 ">To view a group record or add a record to a group:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d31203e83 ">
              <ul>
                <li>Read on the record</li>

                <li>Access to the group</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

1. From the group publisher, click **Add Record**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-collaboration-264-0-0-production-enus/1aab5b5e-c990-4b8c-840a-6fb18af49709/images/icon_note.png)
    
    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.
2. 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.
3. In the blank search field, enter the name of the record to search for and click ![Group record search icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-collaboration-264-0-0-production-enus/1aab5b5e-c990-4b8c-840a-6fb18af49709/collaboration/images/group_record_search_icon.png). To search for all available records of the selected type, leave the field blank.
4. From the lookup search results list, select the record to add to the group.
5. 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-collaboration-264-0-0-production-enus/1aab5b5e-c990-4b8c-840a-6fb18af49709/images/icon_note.png)

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-collaboration-264-0-0-production-enus/1aab5b5e-c990-4b8c-840a-6fb18af49709/images/icon_example.png)

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.