---
schema_version: "1"
id: f404483d34f6a8f86c2be5f37ee4a168041e156f1857ccfdee6fcacc66111072
title: Create and Edit Public Groups
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/creating_and_editing_groups.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.creating_and_editing_groups.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a850323efc789b424af1ff5b78e998c3782702f57f2897372e69a18e473588b3
description: Create public groups to help configure your users’ access to records and other features. Only administrators and delegated administrators can create and edit public groups.
products:
  - Security
  - Salesforce Platform
release: "264"
---
# Create and Edit Public Groups

Create public groups to help configure your users’ access to records and other features. Only administrators and delegated administrators can create and edit public groups.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d49967e75">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d49967e75 ">To create or edit a public group:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d49967e75 ">Manage Users</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_note.png)

Note When you edit groups, roles, and territories, sharing rules are recalculated to add or remove access as needed.

Depending on the nature of your updates and your org’s setup, these sharing calculations can take a while to complete. If you experience sharing evaluations or timeouts, consider deferring sharing calculations before making large-scale updates, and then restart and recalculate sharing at a later time. For more information, see [Defer Sharing Calculations](https://help.salesforce.com/s/articleView?id=platform.security_sharing_defer_sharing_calculations.htm&release=264.0.0&type=5 "Performing a large number of configuration changes can lead to very long sharing rule evaluations or timeouts. To avoid these issues, a Salesforce admin can suspend sharing calculations, specifically for sharing rules and group membership, then resume calculations during an organization's maintenance period.") in Salesforce Help.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_tip.png)

Tip Instead of completing this task manually, get help from Setup with Agentforce. For example, tell the Setup agent, “Create a public group that has Grant Access Using Hierarchies disabled.” For more information, see [User Access Management in Setup with Agentforce](https://help.salesforce.com/s/articleView?id=xcloud.setup_agentforce_user_access.htm&language=en_US).

To create or edit a group:

1. From Setup, in the Quick Find box, enter Public Groups, and then select **Public Groups**.
2. Click **New**, or click **Edit** next to the group you want to edit.
3. Add the relevant description in the Description field.
4. For Label, enter the name used to refer to the group in any user interface pages.
5. Enter the unique Group Name used by the API and managed packages.
6. To allow automatic access to records using your role hierarchies, select **Grant Access Using Hierarchies**. When selected, any records shared with users in this group are also shared with users higher in the hierarchy.
    
    Deselect **Grant Access Using Hierarchies** if you’re creating a public group with All Internal Users as members, which optimizes performance for sharing records with groups.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_note.png)
    
    Note If Grant Access Using Hierarchies is deselected, users that are higher in the role hierarchy don’t receive automatic access to records shared with the public group. However, users can still receive access via the role hierarchy if the Grant Access Using Hierarchies setting is enabled on the Sharing Settings page. System Administrators and users with the View All Records and Modify All Records object permissions and the View All Data and Modify All Data system permissions can also access records they don’t own.
7. 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**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_note.png)
    
    Note For account owners to see child records owned by high-volume Experience Cloud site users, they must be members of any share groups with access to the site users' data.
8. Select members from the Available Members box, and click **Add** to add them to the group.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_tip.png)
    
    Tip To manage public group membership more easily, we recommend adding or removing members from the public group's access summary. For more information, see [Manage Public Group Membership](https://help.salesforce.com/s/articleView?id=platform.manage_public_group_membership.htm&release=264.0.0&type=5 "In public groups, you can assign and remove members such as users, other groups, roles, and portal roles. Where you manage public group membership depends on the type of updates that you’re making.") in Salesforce Help.
    
    If your group contains more than 10,000 members, you can experience performance issues or group members being deleted when updating membership on the group's Edit or Create pages. To prevent these issues, adjust group membership using the public group's access summary, user access policies, or the GroupMember API. You can also contact Salesforce Customer Support to enable the modified Group Setup interface.
9. Specify any delegated administration groups whose members can add or remove members from this public group. Select groups from the Available Delegated Groups box, and then click **Add**.
10. Save your changes.

#### See Also

- [Public and Personal Groups](https://help.salesforce.com/s/articleView?id=platform.user_groups.htm&release=264.0.0&type=5 "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.")
- [_Designing Record Access for Enterprise Scale_: Group Membership Locking](https://developer.salesforce.com/docs/atlas.en-us.draes.meta/draes/draes_group_membership_locking.htm)