As a Salesforce Admin, one of the best practices is utilising description fields effectively. It’s a simple yet powerful way to keep your organisation well-documented and ensure clarity across teams. The Winter ’25 release introduces a valuable update that takes this best practice a step further: You can now add descriptions to public groups and queues when you create or edit them!
Why Descriptions Matter:
When managing public groups or queues, it’s easy for their purpose or role to get lost in translation, especially in larger organisations with multiple teams and complex workflows. By adding a description, you provide a quick and easy way for team members to understand:
- The purpose of the group or queue
- Key responsibilities or functions
- Any specific rules or criteria associated with the group
This feature minimises confusion, reduces the chances of misuse, and improves overall transparency.
How to Use It:
When creating or editing a public group or queue, you’ll now see a Description Field available. This is your space to provide a brief, clear overview of what the group or queue does. Whether it’s a sales team queue for high-priority leads or a public group for a specific project, including a description will help everyone quickly understand its function.
Where it is:
From Setup, in the Quick Find box, enter Public Groups, and then select Public Groups. Create a new public group or choose an existing one. Then edit the Description field.
After Winter 25 Release:
Benefits for Your Organization:
- Enhanced Communication: Adding descriptions to public groups and queues ensures that everyone, from admins to end users, knows the intent and purpose behind them.
- Easier Onboarding: New team members can quickly familiarise themselves with the groups and queues in use without needing to ask around, thanks to the descriptions.
- Reduced Mismanagement: By clearly documenting the function of each group or queue, the risk of assigning the wrong members or using a group incorrectly is minimised.
A Simple, Yet Powerful Update.
This update is a reminder that even small changes can have a significant impact on how efficiently teams operate within Salesforce. By encouraging better documentation, Salesforce continues to help admins ensure their orgs run smoothly and effectively.
Got questions or feedback? We’d love to hear from you in the comments below! Please share this with your Salesforce admins 🙂
