How To

Excerpt from SED17 Presentation: Visual Flow Tips & Tricks

At Southeast Dreamin’ 17, I delivered a presentation called “So, You Want to Go With the Flow But Don’t Know How?” In that presentation, I reviewed 10 tips and tricks for those who are starting out with visual workflow. Here they are… 1. A flow can only perform an operation if the running user has permission to… Continue reading Excerpt from SED17 Presentation: Visual Flow Tips & Tricks

Salesforce World Tour

See You at the NYC and Boston World Tours

For those attending the Salesforce NYC World Tour on May 2 and the Boston World Tour on May 31, please come see me. If you haven’t registered, what’cha waiting for? NYC World Tour: http://bit.ly/NYCWT  Boston World Tour: http://bit.ly/BosWT  When I was thinking about what to present, I didn’t right away say something process automation. In fact, I… Continue reading See You at the NYC and Boston World Tours

Salesforce Events

Southeast Dreamin’ 17 – A Community Event w/ a Sprinkling of Southern Hospitality

Southeast Dreamin’ has brought me to Atlanta, Georgia for the first time. And my first experience with southern hospitality. The people are so sweet, polite and super nice. It’s quite refreshing. I was excited to have a travel buddy, fellow MVP Matt Bertuzzi, for the trip to and from Boston to Atlanta.  It’s always nice to… Continue reading Southeast Dreamin’ 17 – A Community Event w/ a Sprinkling of Southern Hospitality

How To

Automated Cleanup When User Is Deactivated – Assign to an Inactive User Profile and Remove Role

Here are a few lessons learned from implementing this use case: Automate the profile assignment and role removal of a deactivated user via process builder. Use a custom label to store the profileID for the Inactive User profile versus hardcoding the ID in your process builder.   This blog post was inspired by Ashley Papp who… Continue reading Automated Cleanup When User Is Deactivated – Assign to an Inactive User Profile and Remove Role

How To

Automated Cleanup When User Is Deactivated -Remove User from Permission Sets

Here are a few lessons learned from implementing this use case: Automate the removal of permission sets from a deactivated user. Understand the structure of permission set and permission set assignments. Use process builder to invoke flow. Strengthen your flow from faulting by adding decision elements. Provide descriptions, where provided, in Salesforce. This may be… Continue reading Automated Cleanup When User Is Deactivated -Remove User from Permission Sets