Groups and their uses

Groups are a set of users. In a group, you can add individual users, other groups, users in a particular group or territory, roles, and subordinates. There are two types of groups in Salesforce:

• Public group: A system administrator is able to create public groups
• Private group: Individual users can create groups for their own personal use

Creating a public group

To create a public group, follow these steps:

1. Navigate to Setup | Administer | Manage Users | Public Groups.
2. Click on the New button.
3. Fill the details in the Label and Group Name fields, and select the Grant access using hierarchies checkbox if you want to give this group's access to a user who is on top in the hierarchy.
4. From the Search drop-down list, you can select the Users, Public Group, Role, and finally Role and Subordinates options:
   
5. Click on Save.

Creating a personal group

To create a personal group, follow these steps:

1. Select the Name tab and click on My Settings.
2. From the left-hand side pane, select the Personal tab and click on My Groups.
3. Click on New Group.
4. Fill the information like we did for the public group in the last topic.
5. Click on Save.

We can use groups in the following ways:

• To use public groups in sharing rule to share records
• To share your records with other users
• To specify that you want to synchronize contacts owned by others users
• To add multiple users to a Salesforce CRM content library
• To assign users to specific actions in Salesforce Knowledge