Create Chatter Groups

Chatter is a great collaboration tool for your users. Through the use of Chatter groups, users can communicate and share. Chatter groups are classified as either public or private. Public means anyone can see and add posts, comments, and files. Anyone can join a public group. Private means only group members can see and add posts, comments, and files. People must ask the group's owner or managers to join a private group. But first, the groups need to be created.

Create Chatter Groups for All Sales and All Support

First, create the All Sales Chatter group.

1. Click the App Launcher  .
   
2. Enter Groups in the Search apps and items... box and select Groups.
   
3. Click New.
   
4. Fill in the new group information:
   

• Group Name: All Sales
• Description: Collaboration space for all things related to Sales
• Access Type: Public
  

5. Click Save & Next.
   
6. Skip adding a group photo by clicking Next.
   
7. Skip adding members for now and click Done.
   

Post a welcome message to the All Sales group.

1. In the “Share an update…” section, post the following message: Welcome to the All Sales group, which replaces the All Sales email list.
2. Click Share.
   

Next, create the All Support Chatter group.

1. Click the Groups tab, click New.
   
2. Fill in the new group information:
   

• Group Name: All Support
• Description: Collaboration space for all things related to Support
• Access Type: Private
  

3. Click Save & Next, Next, then Done.
   
4. Post a welcome message to the All Support group. In the "Share an update..." section, post the following message: Welcome to the All Support group, which replaces the All Support email list.
5. Click Share.
   

Post a link to the All Support group that explains how to use @mentions.

1. On the All Support group page, post the following message: Hi Support people! Here is some quick training on how to use the @mention feature, to bring another user or even an entire group into a Chatter conversation.
2. Click Enter to move the cursor to the next line.
   
3. Add the link: https://help.salesforce.com/articleView?id=collab_add_mentioning_people.htm&type=5.
   Note: Ensure you don't add any extra line breaks. Copy the text from step 1 then on the next line, add the URL. See screenshot below.
   
   
4. Click Share.
   

That’s a Wrap!

You’ve customized a lot! You’ve met the requests of AW Computing executives by customizing the support reps’ home page, crafting a unique list view for the Sales Team, and creating public and private Chatter groups for collaboration.