Click New, or click Edit next to the group you want to edit. The name used to refer to the group in any user interface pages. The unique name used by the API and managed packages.
- Click the control that matches the type of group: For personal groups, go to your personal settings in Salesforce Classic and click My Personal Information or Personal—whichever one appears. ...
- Click New, or click Edit next to the group you want to edit.
- Enter this information: ...
- Save your changes.
How to create and edit a group in Salesforce?
Create and Edit Groups Field Description Label The name used to refer to the group in a ... Group Name (public groups only) The unique name used by the API and mana ... Grant Access Using Hierarchies (public g ... Select Grant Access Using Hierarchies to ... Search From the Search dropdown, select the typ ... 2 more rows ...
How do I edit or delete a meeting in Salesforce?
When you confirm the meeting date and time, you convert the meeting into a Salesforce event, which you can edit or delete like any other event. If you change a field in a single event, and then you change the same field in the series, the change in the series overrides the change to the single event. You need to sign in to do that.
How do I edit an event in an activity list?
Click Edit next to the event in an activities list view, an Open Activities related list, or an Activity History related list. The event detail page opens. In a calendar view, in an activities list view, in a related list, or on the Home tab, hover your mouse over the subject of an event. A small window with editing options appears.
How do I edit events in private and resource calendars?
Private events can be edited only by the event owner (the user assigned to the event) and users with the “Modify All Data” permission. Permission to edit events in public and resource calendars is controlled by the calendar sharing model. To reschedule an event, in a calendar view, drag the event to a different time slot.
Who can edit public groups in Salesforce?
administratorsOnly administrators and delegated administrators can create and edit public groups, but anyone can create and edit their own personal groups in Salesforce Classic.
What are Salesforce groups?
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.
How do I add a group in Salesforce?
Creating a Public User GroupGo to Setup and locate the Quick Find Box.Type in Public Groups.Select Public Groups.Click on New.Fill up the Label field with your group's name. ... Add a Group Name. ... If you want to grant automatic record access through role hierarchies, select Grant Access Using Hierarchies.More items...•
How do I use groups in Salesforce lightning?
Create a New GroupFind the Groups tab (might be in the More dropdown), and click the New button.Enter the name and description. ... Next, you have some options to set the owner (if you want to select someone other than yourself) and to disable automatic archiving (which only happens after no activity for 90 days).More items...•
How do I access groups in Salesforce?
Click the control that matches the type of group:For personal groups, go to your personal settings in Salesforce Classic and click My Personal Information or Personal—whichever one appears. Then click My Groups. ... For public groups, from Setup, in the Quick Find box, enter Public Groups , then select Public Groups.
What is the difference between queues and groups in Salesforce?
Queues are typically used when you want to assign a record to a bunch of users. Using Queues you can assign a record to multiple users, so that any member of the queue can work on the record. It also allows the users to have there separate views. Group on the other hand are used more for a sharing purpose.
How do I assign a public group in Salesforce?
Create Salesforce Public GroupsNavigate to Setup (Gear Icon)| Manage Users | Public Group.Click New.Name the Public Group via the “Label” field.Select Users under the “Search” drop-down.Add the specific user(s) with whom you want to share the list view.Click Save.
How do I create a shared group in Salesforce?
To set up share groups:From Setup, enter Settings in the Quick Find box, then select Digital Experiences | Settings.Click the name of the sharing set you want to associate your new share group.Click the Share Group Settings tab.Click Activate to turn on the share group. ... Click Edit to add users to the share group.
How do I create a collaboration group in Salesforce?
Create Chatter Groups for All Sales and All SupportClick the App Launcher .Enter Groups in the Search apps and items... box and select Groups.Click New.Fill in the new group information: Group Name: All Sales. ... Click Save & Next.Skip adding a group photo by clicking Next.Skip adding members for now and click Done.
What are permission set groups in Salesforce?
With permission set groups, you create a single group based on the tasks that your sales employees regularly perform. You can call it Sales Staff Users. Then, assign the group to the sales employees. The permission set group contains the combined permissions of all three permission sets.
What are Chatter groups in Salesforce?
Chatter groups can be public, private, unlisted, and archived.Public: Anyone can see and add posts, comments, and files. ... Private: Only group members can see and add posts, comments, and files. ... Unlisted: Only group members and users with the “Manage Unlisted Groups” permission can see and add posts, comments, and files.More items...
What is manager of group member in Salesforce?
Manager Groups come as a feature that would save a lot of administrative overhead trying to recreate a role hierarchy to closely match the user reporting hierarchy. It allows a record to be shared with direct and indirect managers of a user, as well as direct and indirect reportees of a user.