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┬ádeactivated 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