how to manage groups in salesforce community

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. For public groups, from Setup, in the Quick Find box, enter Public Groups, then select Public Groups.

Full Answer

What is a group in Salesforce?

Salesforce Security Guide 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.

How to create and manage communities in Salesforce?

How to create communities in salesforce? To create communities go to setup -> Build -> Customize -> Communities -> Manage Communities-> and click on New communitiesbutton. And enter name, descriptionand urland click on createbutton. How to manage community?

How to add members to your Salesforce community?

To add members to your Salesforce communities go to Setup -> Build -> customize -> Community -> manage community -> and edit your community and click on Members and add profiles or permission sets you want give access to community. See the below screen for reference.

How can I monitor my group’s activity in Salesforce?

Note In Salesforce Classic, you can use the Collaboration Group Engagement report to monitor your group’s activity, such as members, posts, comments, and likes. If you use the report, you must add a group ID to see the number of post comments and likes. If you leave the Group ID field blank, the report doesn’t calculate those fields.

How do I create a group in Salesforce community?

Add Groups to Your CommunityTo enable groups in your community, add groups to the community navigation menu. A menu item displays that links to a list of groups in your community. ... Publish your community.If you haven't already, customize the group publisher layout to include the Add Member action.

How do groups work in Salesforce?

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 give access to 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 edit communities in Salesforce?

Edit Community Pages and Components in Community BuilderFrom the Pages menu in the top toolbar, select the page that you want to edit.Click to open the Components panel. ... Drag the required component from the Components panel onto an editable area of the page.More items...

What are types of groups in Salesforce?

There are two types of groups in Salesforce:Public group: A system administrator is able to create public groups.Private group: Individual users can create groups for their own personal use.

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.

Where are public groups used 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.

Can we have permission set for Public group?

You can not assign a permission set to a public group directly. This is still an idea "Permission Sets For Pubic Groups".

What are public groups?

Public Groups—Only administrators can create public groups. They can be used by everyone in the organization. The purpose of having public groups is to assign things or resources to it which are meant to be seen or used by everyone in the organization.

What is the use of communities in Salesforce?

Salesforce customer communities help organizations share relevant information, create a better customer experience, and increase engagement. Partner community is a specific information hub for B2B orgs that allows sales teams and resellers to easily access needed data and collaborate in real-time to close more deals.

How do I change community layout in Salesforce?

Change the Content Layout in Experience BuilderIn Experience Builder, open the page's properties. Click beside the page on the top toolbar, or click. ... In the Layout section of Page Properties, click Change. ... Select the new layout. ... Click Change.

How many types of communitys are there in Salesforce?

An organization can build a community to meet any number of needs, but there are three main community types in Salesforce: Customer communities. Employee communities. Partner communities.

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.

How to enable community in Salesforce?

To enable community in Salesforce go tosetup -> Build -> Customize -> Communities and click onsettings. and check enable communitiescheck box and enter your domain name andsave it. Note:You cannot change your domain name once you save it. This domain name will be used in all of your communities.

What is Salesforce community?

Salesforce Communities are very useful for employees, customers and partners to connect in one place. We can create and customize communities according to our requirement. Communities was released in summer’ 13 release. You can collaborate and communicate with people outside of your company who are key to business.

What is Salesforce platform?

The Salesforce platform gives you a great head start in your business. The more you know about it, the more you can use it effectively. Training your staff is vital to the success of your business.

How to add a user to a team?

To add a user to your team: On the Manage Users tab, click Invite User on the top right. Enter the email address of the user you want to add, and then set this user’s permissions appropriately. To change the permissions for an existing user on your team, go to that user's entry on the Manage Users page.

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.