Public groups as sharing rule targets
Key Takeaway
When the users who need the same access don't fit a single role, put them all in one public group and make that group the target of one sharing rule.
A public group is an admin-defined set of users that you can pick as one target when you create a sharing rule. One rule can then open record access to people spread across different roles or parts of the company, so you don't have to build a separate rule for each role or person.
How a public group fits into a sharing rule
Sharing rules open up access beyond a Private or Public Read Only org-wide default, but they can never be stricter than the org-wide default. Each rule has three parts:
- Which records to share
- Which users get them. A public group is one way to answer this part.
- What access level they get