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

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

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