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All Tutorials /Salesforce

How to Create Chatter Group in Salesforce

Updated on:
June 8, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to set up a Chatter Group in Salesforce from scratch.

Quick summary

A Salesforce Chatter Group lets teams collaborate and share updates in a dedicated workspace within Salesforce. This demo walks you through every step to create, configure, and add members to a new Chatter Group in under a minute.


Steps

  1. Open the App Launcher at the top-left corner of your dashboard, then type and select Chatter in the search bar.
  2. On the left panel, go to Recent Groups and click the '+' icon beside it.
  3. Fill in all required details for the new group.
  4. Once done, click 'Save & Next'.
  5. Upload a group photo then click 'Next'.
  6. Select the member you want to add to the group.
  7. Once completed, click 'Done' to finish creating the Chatter Group.

📌 Why this matters

Salesforce Chatter Groups enable teams to centralize communication, share files, and collaborate on deals or cases directly within their CRM — eliminating the need to switch between external tools. Creating a dedicated Chatter Group ensures the right people stay aligned on specific topics, projects, or accounts in real time. For Salesforce users, this feature drives faster internal collaboration and keeps all relevant conversations tied to CRM records where decisions are made.
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