Questions tagged [public-group]

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1answer
833 views

Requirement for extracting all public group Members in a sheet

I have a requirement to export all the active public group members. Currently we are doing select all on the screen and then extracting in an excel sheet. Then we are filtering out inactive members ...
2
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0answers
228 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/...
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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
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1answer
386 views

Trigger on PermissionSet or PublicGroup possible ? Or way to crack it

We want to fetch the permission set and public group info into custom object. We run batch to do that(Scheduled every day). So we need to wait for a day to get the latest. Now we want to reduce those ...
0
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1answer
39 views

Help On Task Object

I have a trigger on one of the custom objects which helps me to create a task based on one of the fields( active = true) in the custom object. I am able to achieve this requirement, but I have one ...
6
votes
1answer
3k views

GroupMember Types of a Public Group

How can we get the Type of a Group Member? Using getSObjectType() on the UserOrGroupId of GroupMember we get the Types - but they are only User or Group. List<GroupMember> members = [ SELECT ...
0
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1answer
396 views

How to check if user has access to make post into chatter group?

How to check by Apex code if user has access to make post into chatter group?
1
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0answers
80 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
413 views

Lookup Filter Question

I have a Lookup field on the Opportunity that looks up to the User called Cost Estimator. I would like to make it so the only users that can be selected are members of the Cost Estimator Public Group. ...
6
votes
1answer
3k views

Restrict Users to Find and Access a specific Case Record Type

I've created public groups and sharing rules in order to give access rights to the "Y" profile to A, B and C case record types. The user that has profile Y assigned cannot find, access and view "D" ...
2
votes
1answer
511 views

Public Groups - Updating “Grant Access Using Hierarchies” Setting

Can anyone tell me if the DoesIncludeBosses field is the back end for the front end checkbox of Grant Access Using Hierarchies for Public Groups? Documentation doesn't connect the two together. I ...
3
votes
1answer
762 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 ...
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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 ...
2
votes
1answer
788 views

Access / identify Role GroupMembers in Apex

If I know the Role Id of the logged in the User. Can I determine which Groups the Role Id is associated with? When I query the GroupMember object - using something like this SELECT Id, Group.Type, ...
1
vote
1answer
1k views

get all members of public group EXCEPT where they are managers if a member

I am using the below code to get the members of a public group, plus all the indirect members (either members of a child group, or associated by their role membership) public class GetAllGroupMembers ...
3
votes
1answer
1k views

Where are all the places that public groups can be used?

We're considering deleting some public groups, but we need to know all the different areas that the groups my "touch". So far, here's the list I've come up with: Sharing Rules Record Sharing Queues ...
0
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1answer
163 views

Many to Many, 1 to Many, Many to 1 Relation in Custom fields

Use case : It is for project management, where manager can enter modules and assign to some developers to test this functionalities. Manager can assign many modules to one developer(user) or one ...
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 ...
2
votes
1answer
829 views

Entity is not api accessible - Group Object

When installing my managed package into a test org I get the following error: System.NoAccessException: Entity is not api accessible This error is coming when accessing a map with the following ...
1
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2answers
583 views

Disabling @mention of a public group by certain profiles only in Chatter Salesforce

Is it possible to disable @mention of a public group in any post or comment by regular users ? Only particular profiles should be able to @mention the public group name. Please suggest.
2
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1answer
123 views

When to use Groups and when Roles

We are building a solution using service cloud console which will be used by multiple customers. One org will have data in various objects like accounts, contacts, cases and some custom objects for ...
1
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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
1answer
152 views

Display Public groups & its associated users after selecting Group in drop down list in visualforce page?

Display Public Groups in drop down list & in this list select one public group, then press search button, on pressing search button display the all users in particular public group.
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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 ...
6
votes
3answers
1k views

Delete Group using Apex

Trying to delete groups and queues within Apex code when executing an uninstall script, Salesforce raises me this error: DML operation DELETE not allowed on Group Although this is pretty clear error,...
0
votes
1answer
17k views

How to query public group of a user? [duplicate]

I want to check whether a user contains a certain public group. I have tried the following select statement [SELECT id, Name FROM Group where RelatedId=: userInfo.getUserRoleId() and DeveloperName = ...
2
votes
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 ...
0
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3answers
349 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 ...
2
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0answers
270 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 ...
3
votes
1answer
2k views

remove User from PublicGroup

I would like to automatically add and remove user from a public group. When they got assigned to a specific profile, they should be added to this group and when the profile has been changed to ...
1
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0answers
849 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 ...
0
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2answers
5k views

How to check if the current user in Public groups before insert new contact using trigger?

I have been trying to check the current user is exists in public groups or not using trigger on Contact object before insert. I was wondering whether this is right way to check it or not? Exactly what ...
2
votes
2answers
1k views

Insufficient Privileges error on record detail in Partner Community

I've got Partner Community Users (not High Volume) and I want them to see a Contract record. I recognize there is no ContractShare and his visibility must be absorbed from the Account The Sharing ...
3
votes
1answer
8k views

how this Grant Access Using Hierarchies works?

How this Grant Access Using Hierarchies works. Please explain I am getting confused. Please explain me how this Grant Access Using Hierarchies works in OWD setting, groups etc. Does its use changes at ...
1
vote
1answer
496 views

How to find if a group is internal or external in apex

Is there a way to find out if a group is of external users only. I know you can do something like this: select id,name,portaltype from userrole where id = 'name of the relatedid of the group' Using ...
4
votes
1answer
785 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?
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 ...
1
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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
1answer
2k views

Adding Queue Members

What is the best possible way of adding users to Queues and Groups given that there are a number of Queues and Groups and a number of users belonging to them?
4
votes
2answers
1k views

How to find the groups a user is a part of, either directly or via another groups?

I had been wondering if there is a simple solution to find out the different groups that a user is a part of, either by direct membership or via a sub groups or even deep. We were facing a challenge ...
2
votes
1answer
2k views

Apex or Visualforce way to get a list of queue a user is member of

I am looking for a way to get the list of all the queue a user is subscribe to. Now I know this question as already answered, using the GroupMember table, but the problem is a user can be a member of ...
1
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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 ...
7
votes
3answers
1k views

any solution to simulate trigger behaviour on public group membership

It doesn't seem to be supported to have triggers on the GroupMembership object. I want to update a field on the user object every time a user becomes part of certain public groups. Neither workflows ...
5
votes
1answer
9k views

How to access all the public groups relatedto an user in apex

I am trying to find out all the public groups related to an user and display it on a vf page. Is this doable? Step 1: from Groupmember I get the group Id related to a user using list<groupmember&...
1
vote
1answer
383 views

Global variable for Group

Is there a global variable for referencing public groups Use case: I want to generate data on a field for few users belonging to a public group.I know using $profile I can do !IF( $Profile.Name = "...
2
votes
1answer
607 views

Create Public Group from an exception/does not contain/not equal to

I need to create a public group from 'Everyone' minus another smaller public group. The public group 'Everyone' is created from everyone under Role CEO and Internal Subordinates. The smaller group is ...
2
votes
3answers
11k views

How do we get all the users who are part of public group of current logged in user?

I want get a list of all the users who are part of public group of the currently logged in user. From what i have read on the documentations, i should be able to pick these values from group and ...
2
votes
1answer
1k views

How to control field visibility for Public group

I have a custom field on a custom object, that field needs to be editable for a public group and for rest of the users/profile this should be read only. How would I manage to achieve this.

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