Public Groups in Salesforce are a mechanism for simplifying and enhancing the way users share records, collaborate, and manage access to information. These groups allow you to group together multiple users, roles, or other groups into a single entity, making it easier to grant permissions, assign tasks, share records, and streamline communication.
Whether you need to grant access to specific records, send mass emails, or assign leads, opportunities, or cases to a team of users, Public Groups offer a convenient way to manage and simplify these processes.
In this guide, we will delve into the world of Public Groups in Salesforce, exploring their significance, how to create and manage them, and best practices for their use. You will learn how to define group members, maintain group membership, and leverage for various purposes within your organization.
Whether you are a Salesforce administrator, a sales manager, or a user responsible for access control and collaboration, this guide will equip you with the knowledge and skills needed to effectively utilize Public Groups in your Salesforce environment.
Youtube Video
Before we jump too far into the post I want to mention that there is a corresponding youtube video on the Salesforce Emily youtube channel.
I will embed that here but keep scrolling to get to the good stuff!
Step-by-Step Tutorial
The first thing you’ll need to do is head into setup.
So click on the gear icon then into setup.
Next, search for public groups in the quick find.
Then click on public groups.
Once in public groups click new.
Then you’ll need to add in the label and API name for the public group.
After that you’ll be able to add in users or other groups into this new group.
Once done click save.
Double-check that your new group is on the list of public groups.
Now you can use this new group to share records or communicate with!
The screenshot below is an example of sharing a record with this new group.
Conclusion
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