How to Report on Public Groups and their Membership using Data Loader

There is an existing request for Salesforce to provide a way of reporting on Public Groups Membership. You can use the following workaround that involves Data Loader and Excel to report on this.

• A. Export Membership Id's - to create a list of user membership ID's, which is a junction object between users and public groups.
• B. Export Groups with Id and Name - to create a list of public group ID's.
• C. Export User with Id and Name - to create a list of User ID's.
• D. VLOOKUP on Membership Id's - match lists to view public group membership by user name and public group name.

A. Export Membership Id's

1. Download and install Data Loader to your computer.
2. Export UserOrGroupId field values for all records in the Group Member Object.

B. Export Groups with Id and Name

1. Export Id and Name field values for all records in the Group Object.

C. Export User with Id and Name

1. Export Id and Name field values for all records in the User Object.

D. VLOOKUP on Membership Id's

1. Open the 3 export datasets in Excel.
2. From the Group Member dataset create a Vlookup to the Group dataset that matches on the Group ID, and return the name of the Group to the Group Member sheet.

3. From the Group Member dataset create a Vlookup to the Member dataset that matches on the Member ID, and return the name of the member to the Group Member sheet.