Tired of waiting on your admin to set up permission, well then take matters in to your own hands with Public Groups or Default teams. That's right, if you're in a private org, and need to share data with you co-workers in ways that only makes sense to you when your in the moment, on a record by record bases, then this is the solution you've been waiting for! Take control of your data by creating and using your own Public Groups or Default Teams (Default Account Teams and Default Opportunity Teams). If you want even more power over your sharing with a Team and Group, then have the admin auto add you to your own Default Account Teams. Now you can manually share with a single user, create Public groups or teams to manually share with several users or use teams to auto share with users. Never again will you need to wait for the admin or put up with limits on criteria based sharing rules (nor need to come up with criteria.) Best of all you can watch the below video & start sharing today!
Public Groups:
- Created By Admin
- All Users can use
- Great for sharing with Global, Domain knowledge or helper users
- Any user can share records with a Public Group
- Admins can user Public groups for sharing folders, List, email alerts, and more
Personal Groups:
- Created by 1 user for their own person use
- Seen Only by the Creator
- Great if you share with several different groups of people
Default teams:
- Created by User or Admin
- Only Admin can increase access level
- Great for if only on one team or need more power
