Big Idea or Enduring Question: How can organizations streamline and automate Salesforce user access management to enhance security, compliance, and operational efficiency – without relying on manual processes or custom automation? Objectives: After reading this blog, you’ll be able to: Understand how User Access Policies simplify and automate user access
Category: User Management
Step-by-Step Guide to Enabling User Self-Deactivation in Experience Cloud Sites
Big Idea or Enduring Question: How do you enable user self-deactivation in Experience Cloud Sites, and why is it beneficial? Objectives: After reading this blog, you’ll be able to: Follow a step-by-step guide to enable user self-deactivation. Set up Experience Cloud to let users deactivate their accounts safely. Learn best
Branding the Perfect Salesforce Welcome Email for Internal Users
Big Idea or Enduring Question: How Can You Brand the Salesforce Welcome Email for Internal Users to Enhance Engagement and Adoption? Objectives: After reading this blog, you’ll be able to: Create a branded welcome email for internal users. Create a classic email template. And much more! Business Use case Emma
Use Selective Sandbox Access to Limit Access to a Sandbox
Big Idea or Enduring Question: How do I automatically grant sandbox access to a group of people upon creation or refresh? Objectives: After reading this blog, you’ll be able to: Understand how to streamline sandbox access management. Automate the process of granting sandbox access to a group of users after
Salesforce Winter’24 Release Quick Summary
Currently, the Winter’24 release is available under the pre-release program. On the 25th of August 2023, Sandboxes will be upgraded, and as a result, your organization will get the look and feel of the Winter’24 release. In this release, you will find lots of new features, as well as new enhancements
Limit the Number of Concurrent Sessions in Salesforce
Big Idea or Enduring Question: How to limit the number of concurrent sessions for a user? Objectives: After reading this blog, you’ll be able to: Understand concurrent sessions and how to identify them using Flow Limit the Number of Concurrent Sessions with Login Flows Use LoginFlow_ForceLogout variable Work with Get
Automatically Add New User to Public Group or Queue
Big Idea or Enduring Question: How do you automatically add new users to a Public Group or Queue? Objectives: This blog post will help us to understand the following Create automation associated with creating a new user Automatically add a user to a specified Public Group or Queue with Flow