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

Salesforce World Tour

NYC Salesforce World Tour: Equip Your #AwesomeAdmin Toolkit

Thank you, Salesforce, giving me the opportunity to present my passion for process automation tools at the recent NYC Salesforce World Tour. I had fun putting together my deck with the various Trailhead characters throughout. Download the deck: Equip Your AwesomeAdmin Toolkit (NYC World Tour) Looking forward to the Boston Salesforce World Tour in May… Continue reading NYC Salesforce World Tour: Equip Your #AwesomeAdmin Toolkit

How To

Lightning Experience: Add Case Comments Using a Flow Screen/Embedded Flow Component

Salesforce introduced Lightning Experience (LEX) in its Winter ’16 Release. With each of its seasonal releases, Salesforce continues to release enhances to Lightning Experience and starts addressing the features gap between LEX and Classic. One of the current features gap is the ability to add case comments to a case. This was surprising to me since… Continue reading Lightning Experience: Add Case Comments Using a Flow Screen/Embedded Flow Component