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  • Tag: Auto assign Permission Set based on conditions

    • 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
    • Getting Started with Process Builder – Part 78 (Auto Enable Lightning Experience for New Users)

      Posted at 10:01 AM by Rakesh Gupta, on October 11, 2017

      To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User).

      Almost three years back I wrote an article to auto assign Permission Set to new users. I had written the article using, now obsolete, Flow Trigger. You can read it here. 

      Since then, I received several emails, from my readers, requesting me to show how to auto assign Permission Set to new users using Process Builder.

      So, here it is! In this article, we will discuss how to assign a Permission Set to new users using Process Builder and Flow. 

      Salesforce allows you to add Permission Sets to users, to extend their functionalities without changing their profile. For example, if you want to grant Modify all access on Account objects to a set of users – without changing their profile or creating a new profile – then, consider using Permission Set. 

      Business Use case

      Martin Jones is working as a System Administrator at Gurukul on Cloud (GoC).  At GoC they have rolled out Lightning Experience for VP of Sales and VP of Marketing only. Martin has received a requirement to enable Lightning Experience for all new users and ensure that all new users undergo training on Lightning Experience. 

      Solution for the above business requirement

      To solve this requirement we will use Visual Workflow and Process Builder. (#1) Process builder will fire when a new user gets setup and it will trigger the Flow. (#2) Visual Workflow will add permission set to the new user. Before proceeding ahead, you have to understand PermissionSetAssignment (It represents an association between a User and a PermissionSet) objects in Salesforce.

      Field Name Details
      AssigneeId ID of the user to assign the permission set.
      PermissionSetId ID of the PermissionSet to assign to the user.
      1. First of all, we will create a new permission set called Lightning Experience. 
      2. Then assign the Lightning Experience User system permission to it. 
      3. The next step is to grab the permission set Id, as shown in the following screenshot: The above screenshot shows how to grab Permission Set ID using Developer Console. Now, we need to create a Custom Label to store the aforementioned Permission Set Id. Read the rest of this entry!
      Posted in Lightning Experience, Process Builder | 13 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
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 54 (Auto-follow a Chatter Question After Reply)
      • Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership and Permission Sets)
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