How to Create Personal Groups in Salesforce.com

By Jon Paz, T. J. Kelley

In Salesforce, a group is simply a set of users. A group can contain individual users, other groups, or roles. There are two types of groups in Salesforce:

  • Public groups: As the name suggests, these groups are public and can be used by anyone in the organization. Only administrators can create public groups.

  • Personal groups: Anyone can create a personal group for his or her personal use (for example, to share records with a certain set of users or groups that you specify).

To create a new personal group, follow these steps:

  1. Click My Groups in the Personal section of the sidebar.

    The My Groups page appears, showing you a list of your personal groups.

  2. Click the New Group button.

    A New Personal Group Edit page appears with empty fields.

  3. Name the group in the required Label field.

    Use an intuitive name so that you and the other users in your group easily understand it.

  4. From the Search drop‐down, select the type of user collection you want to search for to add to your group.

    You can choose from another public group, a role, a role and all the roles beneath it, or a user. Also, depending on your licenses, you can select portal users. As you click on your choice, the Available Members column will populate with a list corresponding to it.

  5. Click the user or group of users you want to add, and click the Add arrow so it moves from the Available Members column to the Selected Members column.

    Keep doing this until you have everyone you want in your personal group.

  6. Click Save when you’re finished.

    The My Groups Home page appears again and your new group now appears in the list.

    Creating a new personal group.
    Creating a new personal group.