Slaesforce FAQ

can you add inactive user to public group salesforce

by Henderson O'Reilly Published 2 years ago Updated 2 years ago
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How to create a group member from a group of users?

Pls help me to get this.. If you wanted to adopt the convention that each profile will have a correspondingly named group you could just use SELECT Id FROM Group WHERE Name = user.Profile.Name. Then you'll create a GroupMember record using the group and user ids.

Can I create a trigger for a group member?

You can build triggers for the User object to manage your group memberships. The good news is that the GroupMember object (which is the type of object the triggers would be maintaining) is also considered a setup object (along with User). That is, you needn't worry about MIXED_DML errors.

How do I manage group memberships in an object?

You can build triggers for the User object to manage your group memberships. The good news is that the GroupMember object (which is the type of object the triggers would be maintaining) is also considered a setup object (along with User).

What are the different types of user groups?

They can contain individual users, other groups, the users in a particular role or territory, and/or the users in a particular role or territory plus all of the users below that role or territory in the hierarchy. Public Groups —Only administrators can create public groups. They can be used by everyone in the organization.

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How do I add a user to an existing public group in Salesforce?

Create Salesforce Public GroupsNavigate to Setup (Gear Icon)| Manage Users | Public Group.Click New.Name the Public Group via the “Label” field.Select Users under the “Search” drop-down.Add the specific user(s) with whom you want to share the list view.Click Save.

Can we assign inactive user as owner in Salesforce?

Salesforce does give us the ability to assign a record to an Inactive owner but there are couple of settings that need to be set to be able to do so. First, in the User interface settings, check the check box “Update Records with Inactive Owners” user permission.

When a user account is deactivated what will happen to its associated license?

When a user is deactivated in your organization, it will continue to count against the available licenses associated to managed packages that were previously assigned to the user.

How do I assign a public group to a user?

Assign users to a Public GroupGo to Setup > Users > Public Groups.Click Edit beside the group you want to add users to.In the Search field, select Users to see a list of users that can be added to that group. ... Select the users you want to add from the Available Members section of the multi picklist. ... Click Save.

Can we assign permission set to inactive user?

First, an admin shouldn't be able to click on this button anyway, since the policy (per SF support on this issue) is that you cannot assign permission sets to inactive users.

What happens when you deactivate a user in Salesforce?

Deactivation removes the user's login access, but it preserves all historical activity and records, making it easy to transfer ownership to other users. For situations where changing ownership to other uses must be done before deactivation, freezing the user prevents login to the org and access to the user's accounts.

How do I make inactive users active in Salesforce?

Navigate to the users portion of setup: Classic: Setup | Manage Users | Users. Lightning: Gear icon | Setup | Administration | Users | Users.Look for the name of the User to reactivate.Click Edit beside the name of the User.Select the 'active checkbox. 'Click Save.

What are the two reasons that would prevent a user from being deactivated?

There are some scenarios that will prevent a user from being deactivated if the user is:A user that is selected in a custom hierarchy field. ... Default workflow user.Default Owner of leads or cases.Automated case owner.Lead creator.Customer Portal administrator.They are the recipient of a workflow email alert.

Why a user Cannot be deactivated in Salesforce?

Error 'Cannot deactivate a User or make them inactive' on User Deactivation. This error occurs when the User object has a custom field that has "Hierarchy" as the data type.

How do I assign permissions to a public group in Salesforce?

Note If permissions in the group require a permission set license, assign the permission set license to users before you assign the group to them.In the Permission Set Group detail page, click Manage Assignments.Select each user to whom you want to assign the group, and then click Assign. ... Click Done.More items...

How do I add a user to a public group in Salesforce workbench?

To add new members to a public group, create a CSV file with column headings from the Export extraction above. Remove the Id column (this will be created by the Insert function). Put the 15-char record id from the URL for the Group into the GroupId column.

How Public Group works in Salesforce?

Salesforce Knowledge uses public groups as a way to assign users to specific tasks related to articles. When you assign article actions to a public group, you can grant users in that group the ability to do things like publish articles with a specified validation status.

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