Groups that are copies of Roles and Roles & Subordinates have a Related Id filled in. I believe the following 2 queries could determine the Public Groups that a User is actually in... 1) Query the Group table to get the Group records where the Related Id = the users's role.
Full Answer
How to create a manager group sharing rule in Salesforce?
In the “Other Settings” related information section, you would find the newly provisioned “Manager Group” setting. Enable this, to allow Salesforce to be able to calculate sharing rules based on User hierarchy. Further, define sharing rules on the objects desired for the Manager Group sharing rule to take effect.
What is folder sharing in Salesforce?
Folder Sharing Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups. With enhanced folder sharing, you can control who sees what.
What is manual sharing in Salesforce?
Manual sharing in Salesforce gives the ultimate level of flexibility. An owner of a record can choose to share their record with other users or groups of users in Salesforce. Manual sharing is not a replacement for sharing rules.
What is a manager group 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.
How can I tell where a Salesforce group is being used?
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.
How do public groups work 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.
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.
How do I share a file with a public group in Salesforce?
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.
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.
Where are 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.
How are sharing rules used in Salesforce?
Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings. See Sharing Rule Considerations for more information on availability.
How many types of sharing settings are there in Salesforce?
two typesThere are basically two types of sharing rules in Salesforce based on which records should be shared: Owner-based Sharing Rules. Criteria-based Sharing Rules.
What is sharing setting in Salesforce?
A sharing set grants site or portal users access to any record associated with an account or contact that matches the user's account or contact. From Setup, enter Settings in the Quick Find box, then select Settings. In the Sharing Sets related list, click New to create a sharing set.
How do I grant a report folder access to public groups in Salesforce?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Public Groups.Find the group you want, and click Share.Choose the sharing level you want to give this group. ... Click Done, review your changes, and click Close.
How do I share files with a group?
Sharing with the groupRight-click the file/folder.Click Share.In the field (where you'd normally type the name of the user you intend to share with), type the name of the group for collaboration (Figure A).Select the group permission from the Can Edit drop-down.Add a note (optional).Click Send.
Can you run report on public groups in Salesforce?
Maintaining Public Group is impossible when it is not possible to report on what to Public groups are linked to / used for. If a Public Group is deleted it is not visible what access rights are deleted with it.
Wednesday, July 1, 2020
Sharing records using Public Groups may or may not rollup via role hierarchies, this is determined by the object setup in Organization-Wide Defaults and also Public Groups setup.
Salesforce: Sharing Rules via Public Group & Role
Sharing records using Public Groups may or may not rollup via role hierarchies, this is determined by the object setup in Organization-Wide Defaults and also Public Groups setup.
How many rules can you define for sharing?
You can define up to 300 total sharing rules for each object, including up to 50 criteria-based or guest user sharing rules, if available for the object. You can create these types of sharing rules. Your org could have other objects that are available for sharing rules. Type. Based On.
Why use sharing rules?
Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings.
What is a guest user sharing rule?
A criteria-based sharing rule determines with whom to share records based on field values. A guest user sharing rule is a special type of criteria-based sharing rule and the only way to grant record access to unauthenticated guest users. Guest user sharing rules can only grant Read Only access.
What is data privacy record?
Data privacy records are based on the Individual object. Developers can use Apex to programmatically share custom objects based on record owners but not other criteria. You can base a sharing rule on record ownership or other criteria. An owner-based sharing rule opens access to records owned by certain users.
Can you use Apex to share custom objects?
Developers can use Apex to programmatically share custom objects based on record owners but not other criteria. Sharing Rule Types. You can base a sharing rule on record ownership or other criteria. Create Owner-Based Sharing Rules. An owner-based sharing rule opens access to records owned by certain users.
Can you grant access to a record using a sharing rule?
It simply allows greater access for particular users. You can base a sharing rule on record ownership or other criteria.
Can you edit a sharing rule?
For a sharing rule based on owner or group membership, you can edit only the sharing access settings. For a sharing rule based on other criteria, you can edit the criteria and sharing access settings. Sharing Rule Considerations. Review the following notes before using sharing rules. Recalculate Sharing Rules.
What is manual sharing in Salesforce?
In organizations using a private sharing model, there may be some situations where automated sharing rules will not give the required level of flexibility. Sometimes there might be a one-off occasion where a user needs to allow another user to view or edit a record they own. This is where manual sharing comes in handy.
Who can share a record manually in Salesforce?
There are some limitations around who can share a record using the manual sharing button in Salesforce.
Enable manual sharing in Salesforce Lightning
Salesforce introduced manual sharing for Lightning in Spring 21. This will help many organizations more easily make the leap from classic to Lightning.
Enable manual sharing in Salesforce Classic
The steps for enabling manual sharing in Salesforce classic are identical to the steps for Lightning. We just need to make a small change in the page layout.
Salesforce Lighting Manual Sharing - how to use it?
Now that we’ve set up manual sharing in Lightning let’s look at how we can use it. Navigate to a record that will show you the page layout you have modified.
View who has access to a record in Salesforce Lightning
We can view who has access to a record in Salesforce Lightning by using the sharing button. See above for instructions on adding the manual share button to a lighting record page.
What is folder sharing in Salesforce?
Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.
How to enable feed tracking in dashboard?
Repeat the same steps to enable Feed Tracking for dashboards. From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Dashboard. Select Enable Feed Tracking, and select any fields you want to track.
How to show snapshot in dashboard?
Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed. Write a comment in the text box and click OK.
What happens if you create a folder before analytics?
If a folder existed before analytics folder sharing was enabled, its properties and sharing settings are rolled back to their previous state. If a folder was created while enhanced analytics folder sharing was in effect, it is hidden from the folder list and all its sharing settings are removed.
Do all users have access to dashboards?
All users have at least Viewer access to report and dashboard folders that have been shared with them. (Some users may have administrative user permissions that give them greater access.) [2] When you are an Editor on a folder, you can view and modify the reports and dashboards it contains, and move them to and from any other folders you have ...
Can each user have access to a dashboard?
[1] With Viewer access you can see the data in a report or dashboard, but you can’t make any changes, ...
Can you post snapshots on chatter?
In addition, you can post a snapshot of a dashboard component at a specific point in time to the Chatter feed, and everyone following the dashboard will get an update in their feed. For example, post a snapshot of a regional sales chart to let your team know that sales are down in the Midwest.
