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 ...