How to Create Public Group in Salesforce

Quick summary

A Salesforce Public Group lets admins organize users into shared collections for easier record sharing, folder access, and permission management. This walkthrough covers the exact steps to create a Public Group via Advanced Setup in Salesforce.

Steps

1. Click the gear icon at the top right of the dashboard to open settings.
2. Select Open Advanced Setup from the dropdown menu.
3. In the Quick Find search box, search for and select Public Groups.
4. Click the New button to start creating a new Public Group.
5. Fill in all the required details for the new group, such as name and description.
6. Select users from Available Users, then click the > button to move them to Selected Users.
7. Once done, click Save to create the Public Group.