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Description and Hierarchy on public groups and sharing rules

Operational Reporting

We use public groups heavily to create staged sharing rules, and have to use a very complex naming convention to not get lost. Still, it often happens that someone adds or removes members because of a misconception of what the group is all about. It would be extremely helpful if both public groups and sharing rules could have a 255 character description field, and it would be even nicer if we could also display staged groups with all members, including other groups, roles and users in a hierarchical way, as is available for Accounts/Parent Accounts and Contacts/Reports to's. Example: group "Global" is contained in groups "Region EMEA", "Region Asia" and "North America", which is a member of "Mexico", "Canada" and "USA", which is a member of "Pacific", "Middle" and "Atlantic", etc.

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Latest Comment from Salesforce

  • Haidong Song - 1 year ago

    If you are using public groups to control sharing for accounts, and opportunities, would recommend that you take a look at our territory management function, which has a hierarchy/description, as well as modeling/what-if capabilities, and ability to filter account/opty list views and reports. We plan to expose territories as public groups in sharing rule definition for all objects including custom objects in Spring '19 (safe harbor), which would help with the issues raised here. 
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