Automation Champion

Last Updated on August 2, 2017 by Rakesh Gupta

Before Spring’14 release,  If you want to create Chatter group in Salesforce, for that you have to navigate to Chatter Tab, then click on Group link available on left panel and click on New Group Button as shown in below image.

Old way to Create Chatter Group

In Spring’14 release Salesforce introduces two publisher action 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 follow the below steps

1) Click on Name | Setup | App Setup | Customize | Chatter | Groups | Group Layouts

Modify Group Layout

2) On the Page Layout Editor, drag and drop fields, actions, and other user interface elements from the palette to the different sections on the page to add them to the layout. Drag and drop them back to the palette to remove them from the layout.

3) Add New Group and New Group Member actions in the publisher action section. Like below Image

Add New Chatter Group Action into Group Layout

4) Click on Save.

Now it’s time to create New Chatter Group via Publisher Actions

To create new Chatter Group via publisher actions follow the below steps

1) Click on Group Tab
2) Select a Group and navigate to it’s detail page as per your choice, I selected (All Salesforce Group – By default available in every organization)
3) Click on New Group, Action as per below image

Creating Chatter Groups Through Publisher action – Step 1

4) It will open a form, fill all the required fields and click on Create.

Creating Chatter Groups Trough Publisher action – Step 2

Now it’s time to Add New Group Member via Publisher Actions

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

1) Click on Group Tab
2) Select a Group and navigate to it’s detail page as per your choice, I selected (All Salesforce Group – By default available in every organization)
3) Click on New New Group Member action, it will open a form, fill all the required field and click on Create.

Add New Member into Chatter Groups Trough Publisher action

Note:- At a time you can add only one member into the Chatter Group.