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Manage Users and Data Access
Create and Edit Personal Groups

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Create and Edit Personal Groups

Use personal groups to make it easier to manually share your records with other users. All users can create and edit their own personal groups in Salesforce Classic. Personal groups aren’t available in Lightning Experience.

Required Editions

Available in: Salesforce Classic
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create or edit another user’s personal group: Manage Users
  1. Go to your personal settings. Click Personal, and then click My Groups. The Personal Groups related list is also available on the user detail page.
  2. Click New Group, or click Edit next to the group you want to edit.
  3. For Label, enter the name used to refer to the group in any user interface pages.
  4. From the Search dropdown, select the type of member to add. If you don’t see the member you want to add, enter keywords in the search box and click Find.
  5. Select members from the Available Members box, and click Add to add them to the group.
  6. Save your changes.
 
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