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Best Practices for Managing Public Group Membership

Дата публикации: Mar 14, 2024
Описание

Creating and maintaining public groups, including adding or removing group members is usually done through the UI within Setup. You can also add or remove users from a group through the API using any API client of your choice.

For public groups with large number of members, (over 10k users), we recommend using the API or user access policies (beta) to either add or remove users. If you need to use the Group UI within Setup, you can log a case with Salesforce Customer Support.
 

Решение

Option 1: Manage public group members using API

For public groups with a large number of members, it is recommended to use the GroupMember API to add or remove members using any API tool of your choice (Workbench, Data Loader, etc...).

Option 2: Manage public group members using user access policies (beta)

Set up the user access policy to target users that meet certain criteria, then add them to or remove them from the specified public group.

Option 3: Manage public group members using a modified UI in Setup

If you need to use the UI within Setup to edit a large group, you may log a case with Salesforce Customer Support and request the enablement of a modified UI for managing public group membership. This UI is only used for public groups with at least 2,000 members. When enabled, instead of having a single page to add/remove members, there will be two pages: one to add users; another to remove users. On the Public Group Edit page, click the "view and delete members" to open another page where you can delete group members.

Please include the following in the case description:

  • OrgID where you want this feature enabled. It is recommended to test this in a Sandbox first.
  • Confirmation that you are a System Admin authorized to make this request.
  • The link to this article would be helpful but not required.


Related:
Create and Edit Groups within Setup
Manage public group membership with Data Loader

User Access Policies (Beta)

Номер статьи базы знаний

000393819

 
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Salesforce Help | Article