Slaesforce FAQ

how to remove user from public group in salesforce

by Verner Gleason Published 2 years ago Updated 2 years ago
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To Remove the user from the Public Group or Queue, follow the instructions below:

  • Drag-and-drop Delete Records element onto the Flow designer.
  • Enter a name in the Label field; the API Name will auto-populate.
  • For How to Find Records to Delete select Use the IDs stored in a record variable or record collection variable.
  • Select Record (s) to Delete Record or Record Collection: {!Selected_User_Membership_Status}
  • Click Done.

You can remove guest users from queues and public groups in Salesforce Setup. For public groups: From Setup, in the Quick Find box, enter Public Groups , and then click Public Groups. For each group that has guest users as a member, remove the guest user and save.

How to remove a user from a public group?

Groups can be made up of other Groups, Users, Roles, etc. Check under Admin Setup->Manage Users->Public Groups to see how the Group is defined. If the user is added manually (explicitly) to the group then they can be removed. If they are part of the group by proxy, example as you describe, the role is part of the group then they cannot be removed.

What is the difference between queues and public groups in Salesforce?

In Salesforce, Queues and Public Groups represent a group of users. Only administrators and delegated administrators can create and edit public groups. At the same time, anyone can create and edit their own personal groups. Some of the common question people asked me often are following:

How to add members to a group in Salesforce lightning experience?

In Salesforce Classic, go to the group’s detail page, and click Add/Remove Members. In Lightning Experience, go to the group highlights panel, and click Add Member (your administrator must add this quick action).

How do I add or remove group members?

Here’s how you add or remove group members. In Salesforce Classic, go to the group’s detail page, and click Add/Remove Members. In Lightning Experience, go to the group highlights panel, and click Add Member (your administrator must add this quick action).

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How do you remove a member from a public group?

Check under Admin Setup->Manage Users->Public Groups to see how the Group is defined. If the user is added manually (explicitly) to the group then they can be removed. If they are part of the group by proxy, example as you describe, the role is part of the group then they cannot be removed.

How do I delete a public group in Salesforce?

In Salesforce Classic:On a group detail page, click Group Settings.Click Delete.Click OK.

Who can edit public groups in Salesforce?

administratorsOnly administrators and delegated administrators can create and edit public groups, but anyone can create and edit their own personal groups in Salesforce Classic.

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.

How do public groups work 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.

How do I query a user from a public group in Salesforce?

To Query Users from the Public Group in Apex, we first need to query the Public Group using either Name or Id. For that, write a simple query on the Group Sobject with the type = 'Regular'. Here, we are querying the Public Group with the 'Test Public Group' name.

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...

What groups or individuals comprise public groups?

A public group is a collection of individual users, other groups, individual roles or territories, and/or roles or territories with their subordinates that all have a function in common.

Where is public group used in Salesforce?

Public groups are used to extend sharing rules beyond Role hierarchies in Salesforce. Now we are going to create public group with different user which have different profiles and roles. To create public groups login Salesforce and navigate go to Administer | Manage users | Public groups.

How many users can be added to a public group in Salesforce?

There is no limit to the number of members that can be added to a Group, but an individual User is limited to a max of 300 Groups - meaning he or she cannot be added to any more Groups if their Group participation has reached 300.

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.

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

Assigning Group User from ApexString userId = UserInfo. getUserId();User u = [SELECT Id from User where lastname = 'Smith'];g = [Select Id from Group where Name =:'Manager Group'];gm = [Select GroupId, UserOrGroupId from GroupMember where GroupId =:g.Id];String userId = UserInfo.getUserId();

How do I add a user to a public group in Salesforce using data loader?

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 do I add members to a public group in Apex?

Assigning Group User from ApexString userId = UserInfo. getUserId();User u = [SELECT Id from User where lastname = 'Smith'];g = [Select Id from Group where Name =:'Manager Group'];gm = [Select GroupId, UserOrGroupId from GroupMember where GroupId =:g.Id];String userId = UserInfo.getUserId();

What are Salesforce groups?

A group consists of a set of users. A group can contain individual users, other groups, or the users in a particular role or territory. It can also contain the users in a particular role or territory plus all the users below that role or territory in the hierarchy.

Automation Champion Approach (I-do)

While this can be solved using various automation tools like Apex, etc, we will use Screen Flow to solve it without using a single line of code.

Guided Practice (We-do)

There are 4 steps to solve Elise’s business requirement using Screen Flow. We must:

Proof of Concept

Now Onwards, a user with the profile ReadOnly can use this application to add remove fusers from public group or queue.

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