Use record types to create group types with the layout and branding that you want. Then you can create custom groups.
Required Editions
| Available in: Lightning Experience |
| User Permissions Needed | |
|---|---|
| To create record types for groups: | “Create and Edit Record Types for Groups” |
Creating a group record type creates a group type that users can choose when they create Chatter groups.
- From Setup, enter Groups in the Quick Find box, then select Record Type.
- Click New.
- Choose an existing record type as the basis for the new group type.
-
Enter a label and the name of the new record type.
The label appears when users select a group type. The name is the unique API name.
- Enter a description, which is visible to users.
- To activate the record type, select Active.
- To make the record type available to users with a particular profile, select Make Available next to that profile. To enable it for the group type for all profiles, select the checkbox in the header row.
- Click Next.
- Choose a page layout option for records of this type.
- Save the record type.