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

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Automated Cleanup When User Is Deactivated – Public Groups and Queues

Here are a few lessons learned from implementing this use case: Automate the removal of a deactivated user from groups and queues. Understand the object structure for public groups and queues and the users/groups assigned to them. Use process builder to invoke flow. Strengthen your flow from faulting by adding decision elements. Provide descriptions, where… Continue reading Automated Cleanup When User Is Deactivated – Public Groups and Queues

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Automatically Assign/Remove User To/From a Call Center, Sales Console Permission Set License & Sales Console Perm Set

I’m sure we’ve all fallen into this issue. When creating new users or updating users in Salesforce, we may or may not remember to add or remove users to certain other permissions in Salesforce, whether it’s assigning a user to a Call Center, permission set or permission set license assignment. Rather than rely on humans… Continue reading Automatically Assign/Remove User To/From a Call Center, Sales Console Permission Set License & Sales Console Perm Set

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Missed My Release Readiness Webinar? Winter ’17 Hot Topics: Keeping it DRY with Invokable Processes

I want to thank Elna Miller for having me share my passion for process builder with the community on the Release Readiness  -Winter ’17 Hot Topics: Keeping it DRY with Invokable Processes. It was super cool to see that 75 people out of the 252 attendees (570+ registered) stayed on for the Q&A portion of… Continue reading Missed My Release Readiness Webinar? Winter ’17 Hot Topics: Keeping it DRY with Invokable Processes