Create a new public group
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Select Public Groups
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Add members to the public group
In this example, the search was performed on Roles
Add the roles you want to be part of this public group
Salesforce Knowledge Base (demo/test only)
Topics
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Data Access Best Practices 2
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Public Group 2
Other Resources
Sales Reps and Volunteers
- What Sales Reps are Expected to do
- Leads
- Contacts
- Accounts - how to create and modify acounts
- Opportunities - How to set up and manage opportunities
Sales Managers
- Reports - How to create a new report or modify an existing one
- Dashboards - How to set them up and make tweaks
- Forecasting - How to set up and forecast and track your activity
- Campaigns - How to set up a new campaign or manage an existing one
Administrator
- User Interface - How to make Salesforce more enjoyable for your users
- User Accounts - How to setup and manage user accounts
- Data Access - How to set up and manage permissions
- Automation - How to make life easier by automating
- Bigger Boat Consulting
- Analysis
- eLynx Support
- Rebecca's Manual
- Accounts
- Major Ministry Friend Development
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