how to create public group in salesforce lightning

^{Create a New Group}

1. Find the Groups tab (might be in the More dropdown), and click the New button.
2. Enter the name and description. In the information section, you can add anything you think will be helpful for the group members to see, including links. ...
3. 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 ...
4. You also have the option to set the group as Broadcast Only. ...
5. On the next screen, you can add an image for the group. ...
6. Finally, you can add users. Select the users you want to add. ...

How to create public groups in Salesforce?

Public groups are used to extend sharing rules beyond Role hierarchies in Salesforce. Now we are going to create public group with different user which have different profiles and roles. To create public groups login Salesforce and navigate go to Administer | Manage users | Public groups.

What is the difference between queues and public groups in Salesforce?

In Salesforce, Queues and Public are similar to each other but in working they are different. Conclusion. In this SFDC tutorial we have learned about Creating public groups in Salesforce, In our upcoming Salesforce tutorial we are going to learn about Creating profiles ,Managing profiles in Salesforce and field level security.

How to assign new tasks to multiple people in lightning experience?

You can assign new Tasks to multiple people, groups, and queues in Lightning Experience from Task tab, Activity History, or Open Activities related lists. Note: This functionality is not yet available using 'New Task' action in the Activity Timeline of the record.

How do I add members to a public group?

Select members from the Available Members box, and click Add to add them to the group. In this list, specify any delegated administration groups whose members can add or remove members from this public group. Select groups from the Available Delegated Groups box, and then click Add.

How do I create a group in Salesforce lightning?

To create or edit a group: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 do you create a public group?

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 is public group used 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 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 add 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 many public groups can be created in Salesforce?

There is no limit to the number of members that can be added to a Group, but an individual User is limited to a max of 300 Groups - meaning he or she cannot be added to any more Groups if their Group participation has reached 300. Also, your org can have a maximum of 30,000 Groups.

What is the difference between a public group and a queue?

Public Group is kind of team or group of related users, this will help to share the data. 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.

How do I find public groups in Salesforce?

Click the control that matches the type of group.For personal groups, in your personal settings, 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 do you mean by public groups?

Public groups are just what they sound like: public. Anyone can see the group's name, location, member list, and posts, and the group can show up in anyone's searches or News Feed. Anyone can add themselves as a member without any invite or approval. Closed groups are more confusing.

Can we add public group in sharing setting?

Create a public group if you want to define a sharing rule that encompasses more than one or two groups or roles, or any individual. From Setup, in the Quick Find, enter Public Groups, and then select Public Groups. Click New. Give your group a label.

What is the difference between public and private groups in Salesforce?

Public: Anyone can see and add posts, comments, and files. Anyone can join. Private: Only group members can see and add posts, comments, and files. People must ask to join, and the group's owner or managers must add them.

How do I share files with public groups?

To share a file with one or more Chatter groups:Share the file from one of these locations: ... Enter the name of the group you want to share the file with, and select it by clicking its name. ... Select access levels for each group. ... Optionally, add a message to your post. ... Click Share and Close.

Creating Public Groups in Salesforce

In our previous Salesforce tutorial we have learned about how to create multiple user in salesforce and how to create Role hierarchies in Salesforce.com. In this Salesforce administrator tutorial we are going to learn about how to create public groups in Salesforce and why public groups are used in SFDC.

Creating Public groups in Salesforce

Public groups are used to extend sharing rules beyond Role hierarchies in Salesforce. Now we are going to create public group with different user which have different profiles and roles. To create public groups login Salesforce and navigate go to Administer | Manage users | Public groups.

Why Create a Group?

Groups are my favorite way to engage with users. My email inbox can get overwhelming, so using groups allows me to interact with users in a manageable way that tracks the conversations and encourages others to chime in and help. The first group I always create when setting up a new org is called Salesforce Support.

Create a New Group

1. Find the Groups tab (might be in the More dropdown), and click the New button.

Lightning it Up

As an Admin, I want to know how many people are engaging with each group. Using Lightning, I can actually put this data in chart form right on the group page. Here’s how:

How to edit a group in a group?

To create or edit a group: Click the control that matches the type of group: For personal groups, go to your personal settings and click My Personal Information or Personal —whichever one appears. Then click My Groups. The Personal Groups related list is also available on the user detail page.

Can administrators edit public groups?

Only administrators and delegated administrators can create and edit public groups, but anyone can create and edit their own personal groups. Available in: both Salesforce Classic ( not available in all orgs) and Lightning Experience.