How To

Use Custom Settings in Process Builder

Do you have processes in process builder where only users of specific profiles will execute a specific action group? Imagine, as your Salesforce org grows over time and new profiles are introduced or old profiles are deprecated. Or, for whatever reason, you had to temporarily remove one of the profiles referenced. You will need to… Continue reading Use Custom Settings in Process Builder

How To

Simplify Maintenance of Profile or User References in Validation Rules Using Custom Settings and Custom Permissions

Ever been in the situation where a user reports s/he is getting an error message when trying to create or edit a record and when you look into the validation rule, you see a mess where we have exceptions for profiles or even specific users? And as you look further into the validation rules, you… Continue reading Simplify Maintenance of Profile or User References in Validation Rules Using Custom Settings and Custom Permissions