How to Create Public Groups in Salesforce

In this Salesforce tutorial, we will try to understand how to create public groups in Salesforce.

Public Groups are used as a method that is allocated users to a particular task that is interconnected to the articles. When we allocated article action to public groups.

For creating public groups, I found a solution that helped us. So in this tutorial, we will understand how to create public groups in Salesforce.

So, here we will discuss these topics in this Salesforce tutorial:

• What are public groups in Salesforce?
• How to create public groups in Salesforce
• How to create public groups in Salesforce lightning
• How to create public groups in Salesforce Classic
• How to make public groups in Salesforce
• How to set up public groups in Salesforce

What are public groups in Salesforce

In Salesforce public group is defined as a group that can see by all the users and employees that are working as a team. It is shared with everyone from our team and it is also necessary to have this type of group in which all the members of the teams can easily control the queries.

Public groups consist of certain users and these are created to group users who have different profiles.

It can be used in sharing rules and share records. It can also be used in reports and dashboards folders to allow access to reports and dashboards present in them.

So, with this, we learned What are public groups in Salesforce. Further, we will discuss how to create public groups in salesforce.

Read: How to Create Queues in Salesforce

How to create public groups in Salesforce

Public groups consist of certain users and these are created to group users who have different profiles. It can be used in sharing rules and share records. It can also be used in reports and dashboards folders to allow access to reports and dashboards present in them.

Public groups can have:

• Users
• Roles
• Roles and Sub-ordinates
• Other Public Groups

So, after looking at the multiple solutions, I found the best solutions for salesforce lightning and a solution in Salesforce Classic that help me to create public groups in Salesforce.

Now, let’s move ahead and see how to create public groups in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.

Read: How to add and remove tabs in salesforce lightning

How to create public groups in Salesforce lightning

Here we will understand how to create public groups in salesforce lightning. If you want to learn how to create public groups in salesforce lightning follow these steps:

Step-1: Firstly, login into the Salesforce lightning account. Go to the gear icon(⚙️) and click on the setup option that is present under the gear icon.

Step-2: After clicking on setup, enter the groups in Quick Find Box and you can see that the Public groups are present under the users. Click on the Public Groups.

Step-3: After clicking on the public groups, the public groups page is open. Under the public groups page, there is new button option is present. Click on the new button.

Step-4: After clicking on the new button the new Group page is open, fill the information inside the page. Firstly fill in the label, Here we are filling the label as the America Bussiness Development and then we fill the Group name.

If you want the email to be sent to all queue members select the check box of the Grant Access Using Hierarchies.

After filling in the name go to the search option and click on the drop-down menu and we can see that there is some option available like Public Groups, Roles, Role and Subordinates, and Users. Click one of them and then select the available members and add the available members to the selected members.

Step-5: After filling all the information on the group’s page. Click on the save option that is present at the bottom and top of the group page.

Step-6: After following the above steps, have we successfully created the America Business Development people Public Groups in Salesforce lightning. Moreover, these newly created Public groups are lying under the new button.

This is how we understand how to create Public Groups in Salesforce lightning. Further, we will learn how to create Public Groups in salesforce classic.

Read: How to Get Security Token in Salesforce

How to create public groups in Salesforce Classic

Here we will understand how to create public groups in salesforce classic. If you want to learn how to create public groups in salesforce classic follow these steps:

Step-1: Login into Salesforce Classic, Click on the Setup that is present at the top of the page. After clicking on setup, enter the groups in Quick Find Box and you can see that the Public groups are present under the users. Click on the Public Groups.

Step-2: After clicking on the public groups, the public group’s page is open. Under the public group’s page, there is new button option is present. Click on the new button.

Step-3: After clicking on the new button the new Group page is open, fill the information inside the page. Firstly fill in the label, Here we are filling the label as the North Carolina Security Group and then we fill the Group name.

If you want the email to be sent to all queue members select the check box of the Grant Access Using Hierarchies.

After filling in the name go to the search option and click on the drop-down menu and we can see that there is some option available like Public Groups, Roles, Role and Subordinates, and Users. Click one of them and then select the available members and add the available members to the selected members. Click on the Save option.

Step-4: After following the above steps, have we successfully created the North Carolina Security group in Salesforce lightning. Moreover, these newly created Public groups are lying under the new button.

So, with this, we understand how to create Public Groups in Salesforce Classic. Further, we will learn how to make Public Groups in salesforce.

Read: How to Enable Knowledge Users in Salesforce

How to make public groups in Salesforce

Here we will understand how to make public groups in salesforce lightning. If you want to learn how to make public groups in salesforce lightning follow these steps:

Step-1: Login into the Salesforce lightning account. Go to the gear icon(⚙️) and click on the setup option that is present under the gear icon.

Step-2: After clicking on setup, enter the groups in Quick Find Box and you can see that the Public groups are present under the users. Click on the Public Groups.

Step-3: After clicking on the public groups, the public groups page is open. Under the public groups page, there is new button option is present. Click on the new button.

Step-4: After clicking on the new button the new Group page is open, fill the information inside the page. Firstly fill in the label, Here we are filling the label as the California Bussiness Development Group and then we fill the Group name.

If you want the email to be sent to all queue members select the check box of the Grant Access Using Hierarchies.

After filling in the name go to the search option and click on the drop-down menu and we can see that there is some option available like Public Groups, Roles, Role and Subordinates, and Users. Click one of them and then select the available members and add the available members to the selected members. Click on the Save option.

Step-4: After following the above steps, have we successfully created the California Bussiness Development group in Salesforce lightning. Moreover, these newly created Public groups are lying under the new button.

In this way, we have learned how to make public groups in Salesforce lightning.

Read: How to Hide Tabs for Users in Salesforce

How to set up public groups in Salesforce

Here we will understand how to set up public groups in salesforce lightning. If you want to learn how to set up public groups in salesforce lightning follow these steps:

Step-1: Login into the Salesforce lightning account. Go to the gear icon(⚙️) and click on the setup option that is present under the gear icon.

After clicking on setup, enter the groups in Quick Find Box and you can see that the Public groups are present under the users. Click on the Public Groups.

Step-2: After clicking on the public groups, the public groups page is open. Under the public groups page, there is new button option is present. Click on the new button.

Step-3: After clicking on the new button the new Group page is open, fill the information inside the page. Firstly fill in the label, Here we are filling the label as the Huston People public Group and then we fill the Group name.

If you want the email to be sent to all queue members select the check box of the Grant Access Using Hierarchies.

After filling in the name go to the search option and click on the drop-down menu and we can see that there is some option available like Public Groups, Roles, Role and Subordinates, and Users. Click one of them and then select the available members and add the available members to the selected members. Click on the Save option.

Step-4: After following the above steps, have we successfully created the California Bussiness Development group in Salesforce lightning. Moreover, these newly created Public groups are lying under the new button.

So, with this, we understand how to set up public groups in salesforce lightning.

Read: How to Add Email to Activity Tab in Salesforce

Conclusion

In this tutorial, we have learned how to create public groups in salesforce, and also we have covered how to make public groups in salesforce. This can be performed on both salesforce lightning and salesforce classic.

• What are public groups in Salesforce
• How to create public groups in Salesforce
• How to create public groups in Salesforce lightning
• How to create public groups in Salesforce Classic
• How to make public groups in Salesforce
• How to set up public groups in Salesforce

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