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
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
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
Developers know that it is not a best practice to hardcode IDs in code, as documented in the Salesforce Developers site. https://developer.salesforce.com/page/Best_Practice:_Avoid_Hardcoding_IDs It is a big pet peeve of mine when I see hardcoded IDs in formulas, validation rules, process builder, flow, etc. The same best practices apply on the declarative side as with the development… Continue reading Did I Just See You “Hardcode” a Salesforce ID? Aw, Hell No!
Here are a few lessons learned from implementing this use case: Learn about the Salesforce feature Login Flows and example use cases. Provide descriptions, where provided, in Salesforce. This may be tedious step, I know, but your future self will thank you when you are trying to remember what you configured or assist other/future admins… Continue reading Remind Users to Add a Chatter Profile Photo Upon Login Using Login Flow
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
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