Publisher Actions for Creating Chatter Groups and Adding Group Members

Last Updated on March 21, 2022 by Rakesh Gupta

If you want to create Chatter group in Salesforce, for that you have to navigate to Chatter Tab, then click on New button as shown in below image.

Recently Salesforce introduced two publisher actions related to Chatter Group.

1. The New Group action is a global action. By default this feature is not available in global publisher layout, hence you have to add it. You can add it to the global publisher layout, the group publisher layout, and the publisher layout for any object. Like all global actions, you can change the fields and layout for the New Group action from the global actions list view in Setup.
2. The New Group Member action is an object-specific action for Chatter groups that allows users to add members to the group directly from the group’s publisher. You can add the New Group Member action from the list of actions on the page layout editor for groups. It means you can add this action only into Group page layouts. You can’t customize the fields and layouts of the New Group Member action.

Customize Group Layout to Use New Actions

To customize group layout perform steps below:

1. Click on Setup | Feature Settings | Chatter | Groups | Group Layouts.
2. Add New Group and New Group Member actions in the publisher action section.
3. Click Save.

Create New Chatter Group via Publisher Action

To create a new Chatter Group via publisher actions perform the steps below:

1. Click on Group Tab
2. Select a Group and navigate to it’s detail page as per your choice, I’ve selected UC Internal Announcements
3. Click on Create New Group, Action as shown below
4. It will open a form, fill all the required fields.
5. Click Save.

Add New Group Member via Publisher Action

To add new member in Chatter Group via publisher actions perform the steps below:

1. Click on Group Tab.
2. Select a Group and navigate to it’s detail page as per your choice, I’ve selected UC Internal Announcements.
3. Click on New New Group Member action, it will open a form.
4. Fill all the required field.
5. Click Save.

Formative Assessment:

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