Definition
A Salesforce collaboration feature that creates shared spaces in Chatter where members can post updates, share files, and collaborate on topics, available as public, private, or unlisted groups.
Real-World Example
Consider a scenario where a business analyst at Clearwater Inc. is working with Group to improve how the organization tracks relationships and interactions. By setting up Group properly, the team gains better visibility into their customer base, which leads to more informed decisions and stronger customer relationships across the board.
Why Group Matters
A Group in Salesforce is a Chatter collaboration feature that creates shared spaces where members can post updates, share files, ask questions, and collaborate on topics. Groups support different visibility models: public groups (anyone in the org can see and join), private groups (visible but require approval to join), and unlisted groups (only visible to current members). Each group has its own feed, file library, and member list.
Groups are useful for ongoing collaboration around topics that don't fit neatly on a single record. Common patterns include team groups (one per team for internal coordination), project groups (one per major project for cross-team collaboration), interest groups (for shared interests across the org), and customer-facing groups in Experience Cloud sites for community engagement. The 'group' concept also has another meaning in Salesforce: Public Groups for sharing rules, which are different from Chatter groups and used in record sharing rather than collaboration.
How Organizations Use Group
- •NovaScale — Created Chatter groups for each major project so cross-functional team members can collaborate, share files, and ask questions in one place.
- •Vertex Global — Uses public Chatter groups for company-wide discussions and announcements, and private groups for sensitive team conversations.
- •Cobalt Ventures — Maintains an unlisted group for executive-level discussions that need confidentiality even from awareness of the group's existence.
