Groups are user-driven collections that wrap a set of Salesforce users for collaboration purposes — Chatter Groups for discussion, Personal Groups for private sharing, Public Groups for sharing rule targets. The slug "group" usually refers to the Group object covering all of these flavors.
- Pick the kind of group you want
Public Group (Setup → Public Groups, for sharing rules), Chatter Group (App Launcher → Groups, for collaboration), Personal Group (your own list).
- For Public Group: Setup → Public Groups → New Group
Used as a target in Sharing Rules, Queue membership, list-view sharing.
- For Chatter Group: App Launcher → Groups → New
Pick Public / Private / Unlisted. Members post, share files, hold discussions.
- Name the group and add a description
Description is searchable — make it specific.
- Add members
Mix of Users / Roles / Roles + Subordinates / other Groups (for Public Groups). Just Users (for Chatter Groups).
- Save
The group is now usable. Public Groups can be referenced in Sharing Rules and queue assignments; Chatter Groups appear in the user's Groups feed.
- "Public Group" and "Chatter Group" share the slug but are entirely different objects with different uses. Don't confuse them — Public Groups for security model; Chatter Groups for collaboration.
- Personal Groups (created from a user's own settings) are visible only to the creator. Useful for ad-hoc sharing but not for org-wide policy.
- Adding a deeply-nested Public Group to a sharing rule slows recalculation. Keep group hierarchies shallow — 2-3 levels max.