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Share a List View with specific Users via Public Groups

Date de publication: Jul 22, 2024
Description

Sharing a List View with a specific User ensures the right person has the information they need.

By default, this option isn't available, but there is a workaround in both Salesforce Classic and Lightning Experience.

If you'd like this functionality available without a workaround, please vote for the following idea:
Share Custom Views With Individual Users.

Résolution

Salesforce Classic

  1. Navigate to Setup | Manage Users | Public Group
  2. Click New
  3. Name the Public Group via the "Label" field. 
  4. Select Users under the "Search" drop-down. 
  5. Add the specific user(s) with whom you want to share the list view. 
  6. Click Save


Lightning Experience

  1. Navigate to Setup
  2. In the sidebar search, type the term "Public Groups"
  3. Select the only option that appears (under the "Users" section)
  4. Click New
  5. Name the Public Group via the "Label" field. 
  6. Select Users under the "Search" drop-down. 
  7. Add the specific user(s) with whom you want to share the list view. 
  8. Click Save

 

Once the above steps are complete, navigate to the desired list view and share it to the newly created Public Group.

 

Notes:

  • Only Enterprise, Unlimited, Performance, and Developer Edition users can give access to a public groups or roles.
  • We recommend this method as a workaround. Managing several public groups with just 1 or 2 users becomes unnecessary overhead for System Administrators.
  • If using "Grant Access Using Hierarchies", the manager of the member also receives access to the list view shared to the Public Group intended for just the selected user
Numéro d’article de la base de connaissances

000387584

 
Chargement
Salesforce Help | Article