how to use public groups in salesforce

Salesforce Classic Navigate to Setup | Manage Users | Public Group. Click New. Name the Public Group via the "Label" field.

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How do I create a group in Salesforce?

Create Public Groups for Knowledge. From Setup, enter Public Groups in the Quick Find box, then select Public Groups. Click New, or click Edit next to the group you want to edit. Enter the following information: Field. Description. Click Save. Note When you edit groups, sharing rules are automatically reevaluated to add or remove access as needed.

How to create a lead queue in Salesforce?

• Setup > Manage Users > Queues
• Enter a Name for the Queue, Select the Object you want for the Queue (Lead)
• Leave “Queue Email” blank unless you have a single person or email list you want notified
• Add users as Members of the Queue

How to configure synonym groups in Salesforce?

SynonymDictionary

• File Suffix and Directory Location. SynonymDictionary components have the suffix .synonymDictionary and are stored in the synonymDictionaries folder.
• Version. SynonymDictionary components are available in API version 29.0 and later.
• Special Access Rules. ...
• Fields. ...
• SynonymGroup. ...
• Declarative Metadata Sample Definition. ...

How to use Salesforce everyday?

Salesforce is extremely user friendly and once you get familiar with it, you can start getting creative in using some of the more advanced capabilities. 1. Check out Trailhead. Salesforce offers modules that are accessible and free to anyone who visits the Trailhead website. These modules are fun, interactive, and extremely informative for anyone that wants to learn Salesforce for the first time; or even long time Salesforce users who want to learn a new feature or brush up on their skills.

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What does a public group do in Salesforce?

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.

Who can manage public groups in Salesforce?

administratorsOnly administrators and delegated administrators can create and edit public groups, but anyone can create and edit their own personal groups in Salesforce Classic.

What is public group membership Salesforce?

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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...

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.

What is the difference between queue and public group in Salesforce?

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.

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.

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.

How do I see members of a public group in Salesforce?

From Setup, in the Quick Find box, enter Users , then select Users and select the user....To display the group's detail page, click the name of a group in the Groups related list.To edit the group membership, click Edit.To delete the group, click Delete.To view active group members, see the Group Members related list.More items...

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".

Can we assign permission set to public groups?

Permission sets can be assigned only to users. It is not possible to assign a them to a public group, role, or profile.

How do I set permissions for a group?

Create a Permission Set GroupFrom Setup, in Quick Find, type Permission Set Groups and then select Permission Set Groups.Click New Permission Set Group.For Label, enter Sales Processing.Save the permission set group.

What is permission set group?

Permission set groups consist of permission sets rather than users. Permission set groups bundle permission sets based on job functions or tasks. To learn more about permission set groups and why you use them, see Permission Set Groups.

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.

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:

Can you identify where all public groups are created in Salesforce?

There is no way to identify where all places any Public Group created is used in Salesforce.com.

Is it good to know only shared records?

As long as you would like to know only records which are shared, this approach is good enough.

Can SOQL be used to get list of accounts?

You can use SOQL like bellow to get list of Accounts with which the record has been shared and the Cause (Rule, Manual etc).