Run Reports AND Manage Dashboards OR Manage Reports in Public Folders On the Reports tab, hover over a report folder in the left pane, click, and then select Share. Select Public Groups.
Full Answer
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.
Why is it so hard to add users to public groups?
As you create more of these Public Groups or Chatter Groups, it becomes tougher and tougher to manage adding users to these groups as you provision new users or as new groups are created.
How do I create a support chatter group in Salesforce?
Post a welcome message to the All Sales group. In the “Share an update…” section, post the following message: Welcome to the All Sales group, which replaces the All Sales email list. Click Share. Next, create the All Support Chatter group. Click the Groups tab, click New. Click Save & Next, Next, then Done.
How do I post content in Salesforce Chatter?
But, typically, you can post content, upload files, create polls, and ask questions. Use the Chatter publisher on the Chatter tab, on a profile, on a Salesforce record, and within groups. We talk more about groups in unit 4.
How do I share a file with a public group in Salesforce?
On a file hover—Click Share File then click Groups on the Sharing Settings dialog box. Type the name of the group you want to share the file with and click the name to select it. Repeat this step to share with more groups. Select access levels for each group.
How do I post to a chatter group in Salesforce?
Enter a name for this action. This text appears on the canvas and helps you differentiate this action from others in your process. ... In the Post to field, select Chatter Group.For Group , search for the Chatter group whose feed you want to post to.Fill out the message that you want to post. ... Save the action.
What is the use of public groups 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.
What can be included in a public group in Salesforce?
They can contain individual users, other groups, the users in a particular role or territory, and/or the users in a particular role or territory plus all of the users below that role or territory in the hierarchy. There are two types of groups: Public Groups—Only administrators can create public groups.
How do you mention a public group in chatter?
When you write a post, enter @ followed by the first few letters of the person or group name.Select the person or group from the list of matches. The list includes all matches for. People, typically users you interact with the most. Chatter Public groups. ... To post your update, click Share.
How do I send an email to a chatter group in Salesforce?
Use the email address associated with your Salesforce user account.To launch a blank email to the group using your local email client, go to the group detail page, and click Post by email below the group description.Enter your message in the email body, including attachments if needed, and send the email.
How do I manage a public group in Salesforce?
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. Then click My Groups. ... For public groups, from Setup, in the Quick Find box, enter Public Groups , then select Public 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 assign permissions to a public group in Salesforce?
Note If permissions in the group require a permission set license, assign the permission set license to users before you assign the group to them.In the Permission Set Group detail page, click Manage Assignments.Select each user to whom you want to assign the group, and then click Assign. ... Click Done.More items...
How do I manually share in Salesforce?
From Setup, in the Quick find box, enter Sharing Settings , then select Sharing Settings. Click Edit in the Organization-Wide Defaults area. Select the Manual User Record Sharing checkbox to display the Sharing button on user detail pages, which enables users to share their records with others.
Can we assign a permission set to a public group?
You can not assign a permission set to a public group directly. This is still an idea "Permission Sets For Pubic Groups". that salesforce has not released. You can assign the permission set to users as described by Abhinav or Ajit.
How do I add a user to a public group in Salesforce using data loader?
To add new members to a public group, create a CSV file with column headings from the Export extraction above. Remove the Id column (this will be created by the Insert function). Put the 15-char record id from the URL for the Group into the GroupId column.
How to open chatter in a group?
In a private group, the poll’s available to members of the group. In a public group, anyone can take the poll. To open the Chatter page, click the Chatter tab. If the Chatter tab isn’t visible, from the App Launcher ( ), search for and select Chatter. In the publisher, click the Poll tab.
What happens if someone posts to your profile and your post disappears?
If you post to someone’s profile and your post disappears, remember All Updates. If the filter Posts by This User is selected, a friendly post from you is filtered out. Simply change the filter to All Updates, and you’re back in business.
How to post a question in Lightning Experience?
Enter your question and details, then press Ctrl+Enter (Windows and macOS) or command+Enter (macOS only).
Why is it important to post a question?
The question publisher boosts the visibility of your question by giving it a distinct, bold format. You can post just the question, or you can add details to it. Only your question is bold.
Can you see your poll on chatter?
The Chatter publisher offers a quick, one-question poll for gathering opinions on the spot. When you create a poll on your profile page, anyone who has access to your profile can see your poll. On the Chatter page, the poll’s available to the people who follow you.
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.
What are the two types of groups?
There are two types of 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 a group in a hierarchy?
Groups are sets of users. They can contain individual users, other groups, the users in a particular role or territory, and/or the users in a particular role or territory plus all of the users below that role or territory in the hierarchy. There are two types of groups:
What is chatter group?
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.
Can anyone join a public group?
Anyone can join a public group. Private means only group members can see and add posts, comments, and files. People must ask the group's owner or managers to join a private group. But first, the groups need to be created.
