Chatter Groups are the discussion / collaboration spaces in Salesforce Chatter — public, private, or unlisted. Members post Feed Items, share files, hold conversations. They're how teams collaborate on projects without spinning up Slack channels.
- Open the Groups tab
App Launcher → Groups. Or Setup → Chatter Settings to verify Chatter is enabled.
- Click New Group
Top-right of the list.
- Set Name and Description
Description is searchable — make it descriptive.
- Pick Visibility
Public (anyone can join) / Private (members only) / Unlisted (admins-only visible). Unlisted is for sensitive groups.
- Pick Group Type
Standard Chatter Group / Customer Group (for Communities) / Archived. Standard is the default.
- Tick Allow Customers if applicable
When ticked, Community users can be members. Standard internal groups exclude customers.
- Save → invite members
Invite Members button. Add internal users individually or by Public Group.
Required.
Required. Public / Private / Unlisted.
- Group Visibility can't be changed after creation — picking Private and later wanting Public means recreating the group.
- Allow Customers exposes the group to Community users. Group content is then subject to Community sharing model — verify before allowing customers in.
- Archived groups are read-only but stay searchable. Use Archive instead of Delete for groups with valuable history — deletion is irreversible.