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Salesforce public group for render condition

  • July 12, 2024
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Hi everyone,
is there a way to add a render condition on a button or field based on a user being part of a public group in Salesforce. I don’t really want to add users individually.

Many thanks

Best answer by Skuidward_Tentacles

There are a few objects on public groups that you can make models on. They can be a bit tricky. I think there is one called “membership” that you may be able to make a model on and then condition the results on that model to just those members that match the current user ID. I remember messing with this a couple years ago and I remember that it was not simple. I think I ended up needing to load the groups into a model to get the group ID because the membership object didn’t include the group name, just the 15 or 18 character Id.
Once you have a model worked out you can probably use that as the criteria for conditional rendering.

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There are a few objects on public groups that you can make models on. They can be a bit tricky. I think there is one called “membership” that you may be able to make a model on and then condition the results on that model to just those members that match the current user ID. I remember messing with this a couple years ago and I remember that it was not simple. I think I ended up needing to load the groups into a model to get the group ID because the membership object didn’t include the group name, just the 15 or 18 character Id.
Once you have a model worked out you can probably use that as the criteria for conditional rendering.

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  • 22 replies
  • July 12, 2024

Hi, Thank you! I’ve created a model with Group as the object. I’ve made sure that the condition of the model is the name of the group. I’ve then did a render on a button based on the id of the user = the id of user in the group. This seems to work.

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Forum|alt.badge.img+17

That is Great! Glad it worked out.

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