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Use Public Groups to Grant Access | Salesforce Fundamentals [Video]

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Marketing Platforms and CRM

Use Public Groups to Grant Access | Salesforce Fundamentals

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

If you have questions, tap into the wisdom of our entire Trailblazer Community here: https://trailhead.salesforce.com/trailblazer-community/feed
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Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

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