Tuesday 26 November 2013

Salesforce: Mass add member to Chatter group

Salesforce.com give 5,000 chatter free licenses, it is good for an organisation to use Chatter for collaboration as it is free. But, adding hundreds or thousands of users to Chatter groups will take you weeks and make you wish for a better life.


Luckily.......
You can use Data Loader to mass add SF users to Chatter group.


1. Open Data Loader
2. Click on Insert
3. Username  &  Password (SecurityToken if applicable) 
4. Click  Next
5. Click Checkbox for Show All Salesforce Objects, Find Chatter Group Member(CollaborationGroupMember)












6. Click Browse then  *select file* (CSV Type) That contains the additions - you will need a column for Chatter Group Id and User ID
7. Click  Next Then Okay 
8. Click Create or Edit a Map then Auto-Match Fields to Columns (Where possible)
9. Manually map any additional fields left out of the mapping - Map "CollaborationGroupId" to Chatter Group Id and MemberId to User Id
10. Click Okay Then Next 
11. Click Browse To *select directory* to store the success & error files
12. Click Okay Then Click Finish 

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