Use Public Groups to Grant Access | Salesforce Fundamentals

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Salesforce Support

Salesforce Support

Күн бұрын

Learn how to streamline record access management in Salesforce using public groups! In this tutorial, we delve into the concept of public groups, which are admin-defined collections of users with a common function. Discover how public groups can simplify the creation of sharing rules and enhance collaboration among teams. Using a real-life example of a global sales team, we illustrate how creating a single public group can replace the need for multiple sharing rules, making the process more efficient and manageable. Follow along step-by-step as we demonstrate how to create a public group and configure sharing rules to grant access to specific records. Plus, explore other use cases for public groups, such as granting access to report folders and sharing list views. Elevate your Salesforce management skills with the power of public groups!
#Salesforce #PublicGroups #RecordAccess #SharingRules #CRM #SalesforceTutorial #SalesforceSupport #SalesforceHowTo
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Пікірлер: 1
@ronaldoaraujo7167
@ronaldoaraujo7167 7 ай бұрын
Great video, explains in detail and show all the steps.
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