Slaesforce FAQ

can you group objects in salesforce

by Shawn Hintz Published 2 years ago Updated 2 years ago
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First, create a record type for a group to represent the billing group. Use the same procedure as when you created a custom record type for a person account. Click | Click Setup | Click the Object Manager tab.

About the Salesforce Group Object
Groups are sets of users. They can contain individual users, other groups, the users in a particular role or territory, or the users in a particular role or territory plus all of the users below that role or territory in the hierarchy.
Apr 22, 2018

Full Answer

What is group table in Salesforce?

These tables store membership data for every Salesforce group, including system-defined groups . System-defined groups are groups of users that Salesforce creates and manages internally to support various features and behaviors, such as queues.

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 public groups used for in Salesforce?

Salesforce Knowledge uses public groups as a way to assign users to specific tasks related to articles. When you assign article actions to a public group, you can grant users in that group the ability to do things like publish articles with a specified validation status.

How many objects are in Salesforce?

There are three kinds of Salesforce objects. Standard Objects − The objects already created for you by the Salesforce platform. Custom Objects − These are the objects created by you based on your business processes. External Objects − The objects which you create map to the data stored outside your organization.

What is chatter group in Salesforce?

Chatter is a great collaboration tool for your users. Through the use of Chatter groups, users can communicate and share. Chatter groups are classified as either public or private. Public means anyone can see and add posts, comments, and files. Anyone can join a public group.

What is ConnectApi in Salesforce?

The ConnectApi namespace (also called Connect in Apex) provides classes for accessing the same data available in Connect REST API. Use Connect in Apex to create custom experiences in Salesforce. Database Namespace. The Database namespace provides classes used with DML operations.

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.

Does Salesforce have groups?

Salesforce lets you create user groups so that you can easily share records, specify actions in Knowledge, or to sync other users' contacts to others. User groups may contain individual users, different sets of groups, and other users within a specified role.

How many public groups can be created in Salesforce?

Hi All, There is no limit on creating the public groups.

What are types of objects in Salesforce?

Salesforce supports several different types of objects. There are standard objects, custom objects, external objects, platform events, and BigObjects. In this module, we focus on the two most common types of objects: standard and custom.

What is difference between Tab and object in Salesforce?

Tab in Salesforce is a User Interface to build records for objects and view records in objects. Objects are the database tables that permit us to store data specific to the organization. ... Standard Objects are provided by salesforce.com like users, contracts, reports, or dashboards etc.

How do I link two objects in Salesforce?

Creating the Two Master-Detail RelationshipsChoose Master-Detail Relationship as the field type.Select one of the objects to relate to your junction object. ... Select a Sharing Setting option. ... For the Related List Label that will display on the page layout of the master object, do not accept the default.

What is a group in a hierarchy?

What Is a Group? 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. There are two types of groups.

Can administrators create public groups?

Administrators and delegated administrators can create public groups. Everyone in the organization can use public groups. For example, an administrator can create a group for an employee carpool program. All employees can then use this group to share records about the program.

Special Access Rules

The visibility of information in groups depends on the type of group and the user’s permissions.

Usage

Use this object to create, edit, or delete groups in an organization or in a community. Deleting a group permanently deletes all posts and comments to the group. It also deletes all files and links posted to the group and removes the files from other locations where they were shared.

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