Questions tagged [public-group]

All queries related Pubic Group can be tagged here

35 questions with no upvoted or accepted answers
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6
votes
0answers
123 views

What's happening upon deletion of a Group record

I just ran a few consecutive tests of inserting and deleting a bunch of groups via the developer console (execute anonymous). Inserted 50 Group records: List <Group> groups = new List <...
4
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1answer
826 views

How to add the Public group in Managed Package

How to add the public group in managed package and how to get the notification when delete or renamed the group name. Is there any possibilities in SFDC?
3
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1answer
783 views

Email Template {!Receiving_User.Name}

I want to send email to all the users in a public group from initial approval action. How can I refer individual user's name in the email template? I tried {!Receiving_User.field_name} merge field in ...
2
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1answer
215 views

Sharing Rules for Knowledge in Salesforce

Is it possible to create sharing rules for Knowledge? How can I share knowledge record with Role/Public Groups?
2
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0answers
234 views

No records returned when querying GroupMembers from Groups with type Role/Roles and Subordinates

I created a Public Group and added Roles as members. When I am querying the GroupMembers of that Group, I am getting the Ids for the Groups with Type Role. But when I am trying to query the Users/...
2
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0answers
380 views

Show custom VF pages in Public Knowledge Base frame

I need to show a custom Web-Form (Web-to-case) inside my Public Knowledge Base. But how can I show it in the "right-content" area of the screen (saying: Popular articles area on the picture). When ...
2
votes
0answers
276 views

Customer Service: Case Teams vs Groups

Scenario: there are n groups receiving calls in a Call Center: A, B, C, D. When a Case is received it is seen by all the members of the group. When one of them takes the case in charge, the other ...
2
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0answers
3k views

Assign Workflow Tasks to Queue or Public Group

How to assign the workflow task to group of users(Public group or Queue).I see this feature is not available in salesforce.Here are the idea exchange links for Queue and Public Group Is it possible ...
2
votes
1answer
744 views

How can I remove a user from public group 1 when s/he is added to public group 2?

I have a business requirement to show all records of a custom object to all users except for a small group called 'reviewers'. This requirement runs against the grain of standard SFDC sharing, so it's ...
1
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0answers
21 views

Any ideas on getting the count of users a record is shared to

I'm building a LWC that gives a metric for 'sentiment' but counting the occurrences of used topics in the host record pages feed. It would be nice to be able to have a metric like "75% of Users ...
1
vote
1answer
213 views

Unable to allow external customers in chatter groups

I am trying to create groups in Salesforce and allow external customers to join them in order to discuss details about cases and maintain privacy by creating a group for each customer. The ...
1
vote
1answer
945 views

How to share Chatter File (ContentDocument) with set of Users

As per salesforce documentation, record can be created in ContentDocumentLink https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_contentdocumentlink.htm LinkedEntityId ...
1
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0answers
86 views

Question on permission needed to add users (at least partner users) to public group

I have created a delegated administration that allows a full salesforce internal user to create public groups. They can add roles, and other public groups to existing public groups, and ones they ...
1
vote
1answer
203 views

Narrow Search in public knowledge base is not working?

I am unable to get the Narrow Search section to appear on the PKB. I've checked all settings and permissions and nothing's jumping out at me. I follow the below Step to do this. From Setup, click ...
1
vote
0answers
28 views

Grant different access to documents folder for different groups

I have a document folder and two user groups that need different access for them: one of the groups should be able to create documents in the folder, the other group should be able to read documents ...
1
vote
0answers
854 views

Access Salesforce CRM Content in Communities & public VF pages

We have a requirement to put a custom download link on VF page for few Salesforce CRM Content. We would like to share few Salesforce content with "Community User" and few Salesforce Content with guest ...
1
vote
0answers
62 views

Salesforce User Licenses valid for Public Groups

There are lots of different User Licenses in Salesforce. I need to know which ones are valid for Public Groups, since otherwise, the trigger that adds a user to a public group upon creation will ...
1
vote
0answers
59 views

Granting app-specific permissions

We have a Visualforce Contact page in our managed package where there are a number of Actions, e.g. Go to VF page 1 Go to VF page 2 Render component Execute this javascript Right now we have ...
0
votes
0answers
17 views

How to see where a public group being used

I Have to delete few users from public group to revoke few accesses assigned to those users via sharing rule but this might revoke few other accesses as well. As i am not sure where that public group ...
0
votes
0answers
18 views

Public Group - Only group member is a role and subordinate. How to check a user is in that public group?

I've an aura/Lightning Component Quick Action/button that checks to see if someone is part of the public group. If the user is part of the group they can run the quick action. Originally there was ...
0
votes
0answers
20 views

Query List Views Shared With A Particular Public Group

I have a Public Group named "Random Group" created in my Org and I want to query which all List Views are shared with this particular public group. Is there a way to query this? Thanks in ...
0
votes
0answers
102 views

Copy link in community returned javascript:void(0);

When I post something in salesforce community groups(Public Groups) and try to share the post using Copy link , I'm getting the below error and can't be able to get the link to share. Can anyone ...
0
votes
1answer
127 views

Differentiate queues in process builder for email notification

I have a process builder workflow setup that sends out new task email notifications.  I would like to differentiate the the email notifications based on the queue that it is getting sent to.   A ...
0
votes
1answer
141 views

AccountShare UserOrGroup.Type returning weird results

I was wondering if someone could explain this to me. I am currently working in an org with Territory Management (1.0) enabled and I am trying running queries but getting weird results. When I run a ...
0
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0answers
163 views

Apex Sharing : AccountShare ImplicitParent

I am querying below AccountShare records - Select Id,AccountAccessLevel,Account.Name,RowCause,UserOrGroupId from AccountShare where UserOrGroupId='some_id' I am getting 2 records in which ...
0
votes
1answer
230 views

Formula to Concatenate all Public Group Membership Names onto User Record

I need to create a custom field on the user table that concatenates the public groups this user is a member of separated by ', '. Does anyone know if it's possible to pull public group data through to ...
0
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1answer
191 views

Make shareable task to public group in salesforce

Wanted to make shareable task where any group member can close the task for all group members there is any way to do this?
0
votes
1answer
732 views

Not able to insert public group id as LinkedEntityId in contentDocumentLink object

I have written one trigger which makes file private on the creation and has another trigger which shares the file access to a public group, but the second trigger is not working since, when I try to ...
0
votes
1answer
221 views

Export Users with group membership

Is there a SOQL query or a method to extract all users, their profiles and group membership from Salesforce?
0
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1answer
648 views

Deleting all public groups from Org

We have an utility which imports all data from one org to another, this results in creating public groups every time import operation is carried out. Is there any way we can perform delete operation ...
0
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2answers
252 views

Finding accountshares of a user thats in groups with accountshares

My objective is to get a list of AccountShare records related to groups where a specific user is in. How would I write this query?
0
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0answers
44 views

Can I put a workflow or or build a process builder flow around the GroupMember object?

I am trying to send an email to a single person every time someone gets added to or is removed from a Public Group. Can I do this via standard workflow or using the process builder? If no, can this ...
0
votes
1answer
26 views

Custom data segmentation requirement

I have a requirement where there are federal and commercial Orders. Federal Orders should only be shared with Federally certified users and commercial users should not see these orders. Federal users ...
0
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4answers
146 views

How to display Public groups in table format list in visualforce page?

How to display Public groups in table format list and in select one public group,then search button clicks need to display table format list the group members in particular public group? anybody help ...
0
votes
3answers
352 views

Share records with a particular user only.

I may case their are 2 CEO (A, B) and 2 COO (C, D). I want to share record of A only to C and B only to D. I have set the object to private and create 2 group. 1st group with (A and C), 2nd group with ...