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 |
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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.
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Click New Group, or click Edit next to the
group you want to edit.
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For Label, enter the name used to refer to the group in any user interface pages.
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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.
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Select members from the Available Members box, and click Add to add
them to the group.
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Save your changes.
