How To

Temporarily Remove a Permission Set w/ Process Builder & Flow

For those Salesforce organizations, especially those who store PII (personally identifiable information) or PHI (protected health information) data, security requirements may dictate that Salesforce access is locked down and users are to only use SSO (single sign-on) to authenticate into Salesforce. However, having the “Is Single Sign-on Enabled” system permission does result in some limitations… Continue reading Temporarily Remove a Permission Set w/ Process Builder & Flow

How To

Create a Person Account For New Email-to-Case

This blog post was inspired by Randi Thompson. Here’s to you, Randi! Here are a few lessons learned from implementing this use case: Learn how to invoke flow from process builder. Use custom labels to avoid hardcoding Salesforce record type Ids in flow. Provide descriptions, where provided, in Salesforce. This may be tedious step, I… Continue reading Create a Person Account For New Email-to-Case

Salesforce Release

Summer ’17 Salesforce Classic & Lightning Experience Highlights

The list of Summer ’17 features below only apply to both Salesforce Classic and Lightning Experience. There are additional Summer ’17 features available to Lightning Experience only and Salesforce Classic only. Visit the Summer ’17 Release Highlights post. 1.Remove the ability for users to switch back to Classic. By enabling the “Hide Option to Switch to Salesforce Classic” on… Continue reading Summer ’17 Salesforce Classic & Lightning Experience Highlights

Salesforce Release

Summer ’17 Salesforce Lightning Experience Only Highlights

The list of Summer ’17 features below only apply to the Salesforce Lightning Experience. There are additional Summer ’17 features available to both Lightning Experience and Salesforce Classic and Salesforce Classic only. Visit the Summer ’17 Release Highlights post. 1. Search Enhancement: Find the right opportunity by searching for opportunity name plus the account name. 2. Success message from… Continue reading Summer ’17 Salesforce Lightning Experience Only Highlights

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