Skip to main content

Public Groups & Queues

Enterprise

The Public Groups & Queues page gives you a single, searchable view of every Public Group and Queue in your Salesforce org — along with their members, hierarchy, and object assignments. Instead of navigating Salesforce Setup one group at a time, you can see everything in one place and quickly understand who belongs where.

Purpose​

Managing access in Salesforce often means dealing with dozens or hundreds of groups nested inside other groups. It is easy to lose track of who has access to what, or why a user can see a certain record. Purpose of this tool is to:

  • Audit membership quickly — see how many users are directly assigned to each group or queue at a glance.
  • Understand nested access — the hierarchy view reveals which groups are nested inside other groups, so you can trace exactly why a user has access.
  • Review configuration — see at a glance Groups and Queues configuration
  • Export — Export the details easily for auditing and analysis.

List & Filtering​

  • Use the Type dropdown in the toolbar to show only Public Group or only Queue records.
  • Use the Search box inside the hierarchy dialog to filter group names in the tree view.
info

The Direct Assigned Users count only includes users assigned directly to that group. Users who gain access through a nested child group are not counted here. This lets you see exactly where each user is explicitly assigned.

Group Hierarchy​

Public Groups can be nested — a group can contain other groups as members, not just individual users. This is a powerful feature for managing access at scale, but it can also make it hard to understand the full picture.

Click View Group Hierarchy in the toolbar to open the hierarchy tree. Each node in the tree shows the group name and its direct user count. Expanding a node reveals the groups nested inside it.

info

The Direct Users count only includes users assigned directly to that group. Users who gain access through a nested child group are not counted here. This lets you see exactly where each user is explicitly assigned.

Toolbar Controls​

The hierarchy dialog has two controls in the toolbar:

  • Expand / Collapse All — the tree icon button on the left toggles all nodes open or closed at once. Useful when you want a quick top-level overview or want to see every nested group at once.
  • Copy Hierarchy — copies the entire group tree as plain text to your clipboard, using ASCII box-drawing characters to represent the structure. You can paste it directly into a document, ticket, Slack message, or spreadsheet for sharing or offline review.

The copied output looks like this:

Sales Team (12 direct users)
├── EMEA Sales (5 direct users)
│   ├── UK Sales (3 direct users)
│   └── DACH Sales (2 direct users)
└── Americas Sales (7 direct users)
    ├── US East (4 direct users)
    └── US West (3 direct users)