Use the group publisher to create records in Chatter groups.
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 a record in Chatter groups: | Create on the object |
The actions that are available to you in the group publisher depend on a few things:
- Your permissions
- Your role in the group
- The group type
- The way your administrator has configured the group publisher
Here are some facts about records in group feeds:
- Depending on how your administrator configures the groups publisher layout, you can create account, contact, lead, opportunity, contract, campaign, case, and custom object records. Other objects aren’t supported.
- When you create a record in a group, a record creation post appears in several places.
For example, it appears in the group feed, on your profile, in the record feed, and in
your company’s Chatter feed. Only users with the necessary permissions (via license,
profile, permissions, and sharing rules) can view the record and the record creation feed
post.
Tip Filter the group feed to Show All Updates to view record creation posts. - All comments on the record creation post appear in the group feed. In the group feed,
you see the comments that are made in the record feed and by users who don’t belong to the
group.
For example, John creates a record in a private group. The record creation post appears in the group feed and in the record feed. Sally isn’t a member of the same private group, but she has access to the record detail page and the record feed. Sally comments on the record creation post in the record feed, and it appears in the private group’s feed.
- Record visibility in groups respects user permissions and sharing access rules in your
organization. Group members with permissions can view the record and comment on it from
any context. For example, they can comment in a group, on the owner’s profile, on
the record detail page, and in the company’s Chatter feed.
Group members without permissions, such as Chatter Free users, can’t see the record or the record feed in the group or anywhere else.
- You can’t create records in groups that allow customers.
- If your administrator has enabled adding records to groups:
- Creating a record within a group automatically creates a group-to-record relationship. This relationship is the same as when you add an existing record.
- The group records list displays the records that you create, in addition to the records that you add.