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Share a List View with Specific Users via Public Groups in Salesforce

Дата публикации: Jun 21, 2026
Описание

In Salesforce, List Views can be shared with All Users, Only Me, or Groups of Users. However, sharing a List View with a specific individual user is not natively supported. As a workaround, a Public Group containing just the target user(s) can be created in Setup and then used as the sharing target for the List View. This method works in both Salesforce Classic and Lightning Experience. If you'd like this functionality available without a workaround, please vote for the idea: Share Custom Views With Individual Users.

Решение

To share a List View with a specific user in Salesforce, you must first create a Public Group in Setup and add the desired user(s) to it. Once the group is created, share the List View to that Public Group. The user(s) within the group will then have access to the List View.

Salesforce Classic

  1. Navigate to Setup > Manage Users > Public Group.
  2. Click New.
  3. Name the Public Group via the "Label" field.
  4. Select Users under the "Search" drop-down.
  5. Add the specific user(s) with whom you want to share the list view.
  6. Click Save.

Lightning Experience

  1. Navigate to Setup.
  2. In the sidebar search, type the term "Public Groups".
  3. Select the only option that appears (under the "Users" section).
  4. Click New.
  5. Name the Public Group via the "Label" field.
  6. Select Users under the "Search" drop-down.
  7. Add the specific user(s) with whom you want to share the list view.
  8. Click Save.

Once the above steps are complete, navigate to the desired list view and share it to the newly created Public Group.

Notes and Limitations

  • Only Enterprise, Unlimited, Performance, and Developer Edition users can give access to public groups or roles.
  • We recommend this method as a workaround. Managing several public groups with just 1 or 2 users becomes unnecessary overhead for System Administrators.
  • If using "Grant Access Using Hierarchies", the manager of the member also receives access to the list view shared to the Public Group intended for just the selected user.
Дополнительные ресурсы

Create a List View
List View Controls
Custom List Views Management

Номер статьи базы знаний

000387584

 
Загрузка
Salesforce Help | Article