First Class Modules

Chat rooms

Provides secured team rooms with messages, unread state, membership, room administration, mute settings, reactions, archives, custom fields, relations, activity, and favorites.

Use Chat Rooms for ongoing team conversation where membership, unread state, lightweight reactions, and room administration matter more than a formal topic hierarchy.

What it does

Provides secured team rooms with messages, unread state, membership, room administration, mute settings, reactions, archives, custom fields, relations, activity, and favorites.

Key capabilities

• Search active or archived rooms and see unread counts.
• Create/edit rooms, post messages, and react with bounded reaction types.
• Manage members, room administrators, mute state, and archive state when authorized.
• Show location, dynamic fields, related records, activity, and favorites.

Common uses

• Project or operations team chat.
• Location, department, incident, or customer team rooms.
• Informal collaboration adjacent to records that retain the formal work state.

How it connects

Rooms can relate to projects, customers, incidents, Files, and other Records. Use Conversations for durable customer/channel threads and Discussion Boards for structured topics; Chat Rooms remain the fast team discussion surface.

Where applicable, its records use the universal RecordId conventions so they can participate in secured relationships, activity history, favorites, dynamic fields, notifications, Inbox attention, and global search without copying the source record.

Security and data boundary

Room visibility and posting require both normal tenant/DataRole/location access and current membership/room capability. Member administration, editing, and archiving are separately authorized.

• The authenticated service derives the SaaS app, tenant account, user, DataRole, and location scope; browser identifiers are never authorization proof.
• The page editor composes React components with validated data bindings. Those bindings call typed runtime APIs, whose application services execute reviewed stored procedures.
• List, search, detail, relation, activity, favorite, and write operations reapply their required server-side permissions.

Add it to an app

1. Open the SaaS app in the Developer Console and identify the user journey and page where this module belongs.
2. Add the validated module.chat-rooms module block through the supported page/template authoring flow.
3. Configure the module with the page editor's React components and validated data bindings; the bindings call authenticated platform APIs backed by reviewed stored procedures.
4. Place the page in the correct user-type menus and assign existing DataRole, record, field, and location permissions.
5. Test list, detail, search, empty, denied, stale-update, and cross-location behavior before publishing an exact version.