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What Is a Group in Salesforce?
What Is a Group in Salesforce?
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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.