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  • Category: Lightning Experience

    • Getting Started with Process Builder – Part 96 (Profile? So Yesterday! – Auto Assign Permission Set Group to a User)

      Posted at 8:37 AM by Rakesh Gupta, on March 3, 2020

      Has it only been five years since I wrote, ‘auto-assign Permission Set to new users’?. The article was written using Flow Trigger – now, an obsolete functionality. You can read it  here. Wow! How time flies!

      Similarly, just two years ago, I wrote another article showing how one can assign a Permission Set to new users using Process Builder and Flow. 

      Salesforce continues to transform at a lightning speed – yes, an understatement, I know! Three releases a year are keeping me on my toes! – making it harder and harder to keep my blogs abreast of the new features and functionalities! Whew!

      Hot out of the oven comes – Permission Set Group! Now, this is hot, indeed! Let us taste it together!

      What is a Permission Set Group?

      Let us relish the moment and understand the Permission Set Group. 

      For user access/management, we assign multiple permission sets to users – either manually or via automation. The onset of ‘Permission Set Group’ shows how time-consuming both these methods are!

      Blog 96.2

      What if we group permission sets – based on (1) either logical user groups; or, (2) on the tasks performed by users – in a single entity and then, assign the entity to users? Well, now we can! As shown in the following image, the Permission Set Group does just that!

      Blog 96.3

      ‘Permission Set Group’ comprises of multiple permission sets a user needs.

      Wait, this is not it! One can add and remove individual permissions from a Permission Set Group – using the permission muting feature – to ensure that users do not get permissions that are not relevant to his/her job functions! 

      For example, you can compile three permission sets – CRM User, Salesforce Console User, and custom permission set View and Edit Convert Leads – in a group; a.k.a, the Permission Set Group. You can label the group as ‘Sales Manager Users’ Permission Set Group – see image below. Then, you can assign the ‘Sales Manager Users’ Permission Set Group, as a single entity, to your users instead of the three different permission sets. Read the rest of this entry!

      Posted in Lightning Experience, Process Builder | 5 Comments | Tagged Access Custom Label in Flow, Access Custom Label in Process Builder, Access Custom Label in Visual Workflow, Add permission set, Add permission sets, add Permission Sets to new User, Add permission sets to user, Add permission sets to user in Salesforce, Auto add Permission Set, Auto assign permission set, Auto assign Permission Set based on conditions, Auto assign Permission Set through Flow, Auto assign Permission Set through Process, Auto assign Permission Set through Process Builder, Auto Enable Lightning Experience for New User, Call Flow from Process Builder, Create a Formula in Flow, Execute Flow from Process Builder, Permission Set Assignment, Permission Set Assignment through Apex, Permission Set Assignment through Flow, Permission Set Assignment through Process Builder, Permission Set Assignment through Trigger, Permission Set Assignment through Visual Workflow, permission sets, Permission Sets in Salesforce, PermissionSetAssignment, PermissionSetId, Process Builder, Process builder use case
    • Have You Traversed the Yellow Brick Road of Sales Cadence, Yet?

      Posted at 4:28 AM by Rakesh Gupta, on July 9, 2019

      Salesforce’s State of Sales report contained the following findings: (1) the number of Inside Sales Reps, around the world, increased by 7% since 2015; (2) Sales Reps are spending significantly more time in front of a screen; and (3) yet, they only spend 32% of their daily time selling – the rest of their time is spent on (A) looking up information; (B) planning which leads to contact next; or, (C) closing tasks by wading through multiple systems. Ouch!! On average, the report finds that Inside Sales Reps use six different tools to do their job thereby, negatively impacting their ability to close new businesses. This has to change!!

      High Velocity Sales

      Salesforce High Velocity Sales at the rescue! It is a set of tools that automatically prioritize leads, based on the probability of its conversion, using Einstein lead scoring. The High Velocity Sales includes tools such as Einstein Lead Scoring, Sales Cadences, Work Queues, Lightning Email and Lightning Dialer (at an extra cost). Each of the above features makes the Inside Sales Reps more productive and efficient thereby, helping them to reach out to more leads in less amount of time. 

      a871512c3043ebda184d119c09fcae1b_cjnxjpxu-3001-u-0-ud-9-qg-1653-e-1.png

      Advantages of using High Velocity Sales, as an outreach tool, includes:

      1. Speedy conversions by removing potential choke points or leakages.
      2. Consistency set of specific and common procedures for reps to follow.
      3. Monitoring and tracking the best activities for each lead.
      4. Reviewing real-time rep progress on important KPIs.
      5. Demonstrating the effectiveness of different prospecting initiatives.

      Before going ahead, let us discuss the Sales Cadence.

      What is Sales Cadence?

      Acquiring leads is an important step in any marketing effort. Once Inside Sales Teams have a list of leads, they are ready to undertake outreach. But, wait! Let us take a step back and ponder following questions as a preamble to understanding Sales Cadence: (1) How often do you want your reps to reach out to leads? (2) How would you like them to reach out to lead – using call or email? (2) How do you want to capture call disposition? (3) etcetera. Read the rest of this entry!

      Posted in Administrator, Lightning Experience, Sales cloud | 2 Comments | Tagged Accelerate Your Sales Process with High Velocity Sales, Adding prospects to a Sales Cadence, Einstein Lead Scoring, High Velocity Sales, High Velocity Sales for Beginners, HVS, InsideSales.com, Lightning Dialer, Lightning Email, Outreach.io, Sales Cadence, Sales Model, Salesforce High Velocity Sales
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
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      Converting 15 digit ID to 18 digit Salesforce ID
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    • Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in Flow!)
    • Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)
    • Salesforce Spring’21 Release Quick Summary
    • Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows)
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