Collaborate in a group

What:

Chatter groups are collaboration spaces for you and your colleagues (or customers) to share information, files, and have discussions. Groups may be public or private.

Why:

In business today, people frequently form new teams and work together on important projects. Groups help your teams get organized, share information, collaborate on documents, and work more productively to get things done. You can even set up private groups so you can work on sensitive projects with specific colleagues. Groups are easy to create and even easier to use.

How:

Step One: Create another User

  1. To add a new user, click on your name in the upper right hand corner of the Salesforce window, then click on Setup
  2. In the Administrative Setup section along the left hand navigation of this page, choose Manage Users, then the sub-option Users
  3. Click on the New User button
  4. Fill in the details, and choose a profile for the user:
    • Standard Users can create accounts and contacts, log activities, and run reports
    • System Administrators can do all that as well as add fields and delete all the data in your application
  5. Salesforce will automatically send that person an email with their user name and a link to set their password

Step Two: Create a Group

  1. To create a group, go to the Chatter tab, and select Groups on the left-side navigation
  2. Click on the New Group button in the middle of the page
  3. Enter a name for the group and a description, and choose whether this will be a public group where everyone can see the conversation, or whether the conversation will be private to the members of the group only
  4. When you are done, click Save

Step Three: Add users to the group

  1. To add users to the group, go to the group’s home page (you are directed there automatically when you first create the group)
  2. Select Add Member in the Members section along the right hand side of the page
  3. Choose one or more members for the group and click Done

Step Four: Collaborate!

  1. To get to the group page, go to the Chatter tab and choose Groups. Now, you can post comments, files, or links to share with the members of the group
  2. To share a file, go to the group page, and click on the Attach File link. Choose a file, then enter a comment to be shared along with the file
  3. Select Share to upload the file and comments. Now the file is viewable by people in the group, and they can provide feedback or commentary on the file
  4. You can return to the file overview page any time to see comments specific to the file, upload new versions, or change its sharing settings by going to the Files tab and selecting the file