What Is a Group in Salesforce?

Asked 02-Feb-2018
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A group consists of a set of users and can contain individual users, other groups, or the users in a particular role or territory. Groups can also contain the users in a particular role or territory plus all the users below that role or territory in the hierarchy.

NOTE:

  • Groups are available in both the Salesforce Classic and Lightning Experience.
  • Groups are available in Professional, Performance, Enterprise, Developer, Unlimited, and Database.com Editions


Two types of Groups available in Salesforce:

  • Public groups
Only Delegated Administrators and Administrators can create public groups. And everyone in the organization can use public groups like an Administrator created a group for an employee for carpool program and all employees are using this group to share records about the program.

  • Personal groups
For Personal use, each and every user can create groups, like users had to ensure that certain records are always shared within a specified workgroup.

Groups can be used using the following ways:

  • By setting up the default sharing access via a sharing rule.
  • By sharing the records with other users.
  • By specifying to synchronize contact owned by other users.
  • By adding multiple users into a Salesforce CRM Content library .
  • By assigning a user to specific actions in the Salesforce knowledge.