A group consists of a set of users. A group can contain individual users, other groups, or the users in a particular role or territory. It can also contain the users in a particular role or territory plus all the users below that role or territory in the hierarchy.
|Available in: both Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions|
There are two types of groups.
- Public groups
- Administrators and delegated administrators can create public groups. Everyone in the organization can use public groups. For example, an administrator can create a group for an employee carpool program. All employees can then use this group to share records about the program.
- Personal groups
- Each user can create groups for their personal use. For example, users might need to ensure that certain records are always shared within a specified workgroup.
You can use groups in the following ways.
- To set up default sharing access via a sharing rule
- To share your records with other users
- To specify that you want to synchronize contacts owned by other users
- To add multiple users to a Salesforce CRM Content library
- To assign users to specific actions in Salesforce Knowledge