CRMSalesforce CRM

Create Salesforce Public Groups

By November 22, 2020No Comments

Creating groups of users can be beneficial in many ways.  They assist when sharing access and synchronization of records.  Public groups are created by the Salesforce administrator but any user can be part of a group.  Groups differ from Permission Set Groups in that they only contain Users while Permission Set Groups manage permission sets based on user needs.

Be sure to be aware that more planned groups will work better, than creating many smaller groups or groups with groups.  Plan out your strategy first and then configure.

For example, when there are multiple offices for a company and you want to provide access to records or list views based on location.  A public group for each office would allow each to view only records related to them.  This also can help keep List Views relevant to each office’s needs.

To create a Public Group:

Salesforce Classic

  1. Navigate to Setup (Gear Icon)| Manage Users | Public Group.
  2. Click New.
  3. Name the Public Group via the “Label” field.
  4. Select Users under the “Search” drop-down.
  5. Add the specific user(s) with whom you want to share the list view.
  6. Click Save.

Lightning Experience

  1. Navigate to Setup (Gear Icon)|
  2. In the sidebar search, type the term “Public Groups”
  3. Select the only option that appears (under the “Users” section)
  4. Click New.
  5. Name the Public Group via the “Label” field.
  6. Select Users under the “Search” drop-down.
  7. Add the specific user(s) with whom you want to share the list view.
  8. Click Save.
Becci MG

Author Becci MG

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