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Membership Utility Installation Notes

The Membership Utility has several core functions:

Query a User to see which Permission Set(s), Public Group(s), and Queue(s) he/she belongs to query a Permission Set, Public Group, or Queue to see a list of its members. It leverages 3 hidden multi-picklists on the User record that track Permission Set(s), Public Group(s), and Queue(s) and a batch that runs nightly to update these fields with any changes in membership.

It is manifested in several ways:

  • A Visualforce page to query a User to see which Permission Set(s), Public Group(s), and Queue(s) he/she belongs to;
  • 3 Visualforce pages, one each to query a Permission Set, Public Group, and Queue to see a list of their respective members;
  • A component on a Salesforce System Case to automatically query the Profile, Permission Sets, Public Groups, and Queues of the Case Contact reporting on the 3 hidden multi picklists

Version 2 will replace the 3 multi picklists with a Custom Object and Related List that tracks "SObjects", including Permission Set(s), Public Group(s), and Queue(s). This will actually require a Junction Object since the relationships are many-to-many. It will be linked to the SObjects in Application Inventory.

Folder Contents:

  • readme.md – describes core functions
  • src – source folder created using eclipse on checkout from a dev org; may be used to deploy to another org.

Alternative to using eclipse or Ant—simply copy+paste apex code into salesforce using the SF text editor.

Required fields on User object: Required fields on User Object

Required Link on Case object: Required Link on Case Object

To create Links: Go to Setup > Build > Customize > Cases > Buttons,Links, and Actions Buttons, Links, and Actions

  1. Permission Set Assignees Permission Set Assignees
  2. Public Group Assignees Public Group Assignees
  3. Queue Assignees Queue Assignees
  4. User Memberships User Memberships

Add above Links to the Case Page Layout Custom Links by dragging … Case Page Layout

VF Page on Case Page Layout

Go to Cases … Page Layouts, and select/edit the desired Page Layout. Visual Force Page Layout - Case

Create a New Section by dragging the Section icon/button to the page and label it 'Profile and Permission Sets'. New Section Profiled and Permission Sets

Then Drag the VF “caseContactPS” to the newly created section. caseContactPS

caseContactPS Properties

To Schedule nightly job: fasUserRelatedGroupingsScheduler, run on DeveloperConsole the following script:

fasUserRelatedGroupingsScheduler sh1 = new fasUserRelatedGroupingsScheduler();
String sch = '0 45 22 ? * MON-FRI';   // 10:00PM Monday thru Friday
String JobId = system.schedule('CEO User Related Groupings Batch Update', sch, sh1);

Apex Code Example

Sample Output: Sample Output

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View Permissions, Queues, Memberships for a given user

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