Mass Assign Salesforce Users to Multiple Public Groups

Problem Statement

How to assign multiple public groups to multiple users on a single screen?

As an admin you may get a request to on-board few new users. Depending on the personas the users being added they may also need to be added to different set of public groups. 

Salesforce does not provide a way to mass assign multiple users to different public groups on a single screen. Salesforce would allow only 1 user to be added to given public groups at a given time.

Solution

Here are the steps to interactively select the users and assign them to multiple public groups on a single screen.

1. Login to https://www.packmagix.com using your Salesforce credentials.

2. Click on 'Group Assigner' menu item in the Home tab.

3. Search and add users you want to on-board using their name or email. 

4. Click on 'View / Edit Group Assignments' button.

5. Existing Public Group assignments for given users will be displayed on the screen.

6. Change the Assigned permission (checkbox) for any Public Group for the selected users on single screen.

7. Click on 'Save Perms' button to save your changes. The button will show processing icon while saving until the changes are saved successfully.

8. Click on 'Back' button and click on 'View / Edit Perms' button again to verify that your changes are saved.

9. Click on 'Download as CSV' button to download the FLS settings in a CSV file for documentation purpose.