How to Set Up User Groups in Salesforce

How to Set Up User Groups in Salesforce

Salesforce lets you create user groups so that you can easily share records, specify actions in Knowledge, or to sync other users’ contacts to others. User groups may contain individual users, different sets of groups, and other users within a specified role. Groups may also be public or personal, according to their use.

Creating a Personal User Group

Follow these steps to start creating your own group within Salesforce.

  • Go to My Settings.
  • Click either Personal or My Personal Information.
  • Click My Groups.
  • Click on New.
  • Fill up the Label field with your group’s name. This will be visible in user interfaces.
  • Click on the Search drop-down list and choose the member types you wish to add. You can also enter a keyword in the search box if your intended member types do not show up.
  • Locate the Available Members box. Choose your members and click Add to place them on the Selected Members field.
  • Click Save.

Your new personal group is now created.

Creating a Public User Group

Administrators and their delegates are the only ones authorized to create public groups in Salesforce. The steps are almost the same as creating personal groups, but there are a few additional things you need to fill up.

  • Go to Setup and locate the Quick Find Box.
  • Type in Public Groups.
  • Select Public Groups.
  • Click on New.
  • Fill up the Label field with your group’s name. This will be visible in user interfaces.
  • Add a Group Name. This will be used for managed packages and APIs.
  • If you want to grant automatic record access through role hierarchies, select Grant Access Using Hierarchies. Leave it unticked if your group has All Internal Users as members.
  • Click on the Search drop-down list and choose the member types you wish to add. You can also enter a keyword in the search box if your intended member types do not show up.
  • Locate the Available Members box. Choose your members and click Add to place them on the Selected Members field.
  • Add delegated groups as you wish by clicking on groups found in the Available Delegated Groups box and clicking Add.
  • Click Save.

You have now created a new public group.

Summary

Salesforce user groups can be created for sharing records, contacts, and other related workgroup tasks. Anyone can create their personal groups, but public groups are only created by admins and their delegates. Creating new groups is quite the same for personal and public groups, but public groups have more functionalities that need to be addressed.

Leave a Reply

Close Menu