Saturday, March 21, 2015

Salesforce – Create Personal Groups

User can create personal groups for their personal use.  You can use groups to share records with other users, synchronize contacts owned by others users.

Setup > Manager Users > Select User and scroll down to personal groups.

Personal Groups > New Group

Group Information

Label: Test Personal Group

Search: You can add public groups, roles, roles and internal subordinates, role and internal and portal subordinates and users in the personal group. Accordingly the list will be displayed in the “Available Members”.  Add/Remove “Selected Members” using Right/Left arrows.

Personal group created

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