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
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
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
Need to temporarily grant system administrator access to a user? Learn how to do this with declarative actions.