Public groups, personal groups and manager groups
How public, personal and manager groups collect users for sharing rules and manual shares, which members each can hold (and which users never can), how Grant Access Using Hierarchies and nesting change a group's reach, and how to keep large group membership changes fast and lock-free.
Given a set of conditions, determine how groups can support the record access requirements.
~8 min read · 12 practice questions ·
What the exam expects
- Choose a public, personal or manager group as the target for a requirement.
- Decide which member types a group holds, and which users (high-volume, guest) never can.
- Predict how Grant Access Using Hierarchies and nesting change who receives records shared with a group.
- Name the other features a public group can grant access to besides records.
- Change large groups' membership without slow saves, lost members or lock errors.
Key terms: public group (an admin-built set of users, roles, territories and other groups used as a share target); personal group (a user's own group for manual shares, Classic only); Managers Group (a user's direct and indirect managers); Manager Subordinates Group (a user plus direct and indirect reports); nesting (a group added as a member of another group).
Key facts
- Detail
- Any user, own manual shares, Salesforce Classic only
- Detail
- No more than five levels
- Detail
- Over 10,000 members: use access summary, user access policies or GroupMember API
- Detail
- Can't be in public or personal groups
- Detail
- Can't join public groups or queues; old memberships removed manually
- Detail
- Can't be nested; no site or portal users
- Detail
- Every partner user allowed on the site, except high-volume users
- Detail
- Off-peak, serial mode
Sources for this section (7)
- Public and Personal Groupshelp.salesforce.com (opens in a new tab)
- Public Group Considerationshelp.salesforce.com (opens in a new tab)
- High-Volume Site Usershelp.salesforce.com (opens in a new tab)
- Secure Guest Users’ Sharinghelp.salesforce.com (opens in a new tab)
- Manager Groupshelp.salesforce.com (opens in a new tab)
- Sharing Rule Categorieshelp.salesforce.com (opens in a new tab)
- Tuning Group Membershipdeveloper.salesforce.com (opens in a new tab)
- Why does deselecting Grant Access Using Hierarchies on a group not guarantee that only members see its records?
- When should an admin avoid creating a new public group?
- Which features besides sharing rules can a public group grant access to?
- Why can't a Customer Community user be found in a public group's member search?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform Sharing and Visibility Architect pack
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The pack includes:
- All 21 lessons of the Platform Sharing and Visibility Architect guide, with reading progress
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- Inline practice questions and one-click topic practice (12 questions for this lesson)
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