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

Salesforce Events · Uncategorized

I Will Be Presenting at Southeast Dreamin’ in Atlanta, GA on 3/31

Register for Southeast Dreamin, a Salesforce regional event brought to you by the Salesforce community. If you can’t get to Dreamforce, then I recommend you attend one of the Salesforce community led events. I will be presenting at 3pm in the Columbia room. Come by and learn the basics of flow. If becoming a #Flownatic is… Continue reading I Will Be Presenting at Southeast Dreamin’ in Atlanta, GA on 3/31

How To

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

How To

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

About Me

A Look Back at My Salesforce 2016

On New Year’s eve, while 2016 may not have been a great year in various events that happened, as I reflect back on the year, it has been a good year for me as it relates to Salesforce. I am so grateful for the following… I Became 3X Salesforce Certified In January, I took two exams… Continue reading A Look Back at My Salesforce 2016