By default, records are allowed in groups. But you can also customize the group publisher to include the Add Record action, so users can add records to groups.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions |
The Add Record action on the group publisher lets users add records to groups. Users can add account, contact, lead, opportunity, contract, campaign, case, and custom object records. The Add Record action isn’t available by default. But you can configure the group publisher to include it.
Consider also customizing object layouts to include the Groups related list on record detail pages. The Groups related list shows users the list of groups that are associated with the record. Customize the layout of all the standard and custom objects in your organization that support group-record relationships.
If you don’t want users to add records to groups, enter Chatter in the Quick Find box in Setup, then select Chatter Settings, and deselect Allow records in groups in the Groups section. Disabling the feature hides the Group Records list on the group detail page and the Add Record action in the group publisher.
For custom objects, you can choose which record types users can add to groups. For each custom object that you want to manage, go to the custom object detail page and, under Optional Features, select Allow in Chatter Groups.
