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  • Tag: Permission Set Assignment

    • Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)

      Posted at 11:14 AM by Rakesh Gupta, on November 26, 2020

      To understand how to solve the same business use case using Process Builder and Salesforce Flow. Check out this article Getting Started with Process Builder – Part 78 (Auto Enable Lightning Experience for New Users).

      Big Idea or Enduring Question:

      • How can you use Flow to automatically assign permission sets to new users?

      Objectives:

      After reading this blog post, the reader will be able to:

      • Use After-save Record-Triggered Flow to assign permission sets to new users
      • Best practice to refer Permission Set into Record-Triggered Flow
      • Use a Decision element to find – record variable or record collection variable contains a record or not
      • Use After-save Record-Triggered Flow to create a record

      Business Use case

      Brenda David is a System Administrator at Universal Containers (UC). She has received a requirement to auto-assign Two Factor Authentication permission set to the new users.

      Automation Champion Approach (I-do):

      Salesforce allows you to add Permission Sets to the User to extend the user’s functional access without changing their profile. For example, you can grant Modify All access to the Account object to a set of users without changing their profile or creating a new profile.

      This is a basic use case to start with the lightning flow. To solve the above requirement, we will use the After-save Record-Triggered Flow.

      Before proceeding, you have to understand the PermissionSetAssignment objects in Salesforce.

      • PermissionSetAssignment:- This object represents an association between a User and a PermissionSet.
      Field Name Details
      AssigneeId ID of the user to assign the permission set.
      PermissionSetId ID of the PermissionSet to assign to the user.

      Before discussing the solution, let me show you a diagram of a Process Flow at a high level. Please spend a few minutes to go through the following Flow diagram and understand it. Let’s begin building this automation process. Read the rest of this entry!

      Posted in Salesforce Flow, User Management | 45 Comments | Tagged Add permission set, Add permission sets, add Permission Sets to new User, Add permission sets to user, Add permission sets to user in Salesforce, ADM 201, adm 201 certification, adm 201 salesforce, Advance flow, Assign permission set lightning flow, Auto add Permission Set, Auto add Permission Sets, Auto add Permission Sets in Salesforce, Auto add Permission Sets in Salesforce to user, Auto add Permission Sets to new User, Auto add Permission Sets to new Users, Auto assign permission set, Auto assign permission set to new user, Auto assign permission sets, Auto assign permission sets to new user, Automatically add Permission Sets to new User, Create a Salesforce Record from a Flow, Create record through flow, Factor Authentication, flow builder in salesforce, flow builders, Flow examples, FlowBuilder, Lightning Flow, Lightning Flow example, lightning flows in salesforce, New Flow Trigger, Permission Set Assignment, permission sets, Permission Sets in Salesforce, PermissionSetAssignment, PermissionSetId, sales force automation software, salesforce, salesforce automation, salesforce automation tools, Salesforce CRM, Salesforce Flow, Salesforce Flow Example, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, salesforce sales cloud, salesforce trailheads, SFDC, Two Factor Authentication
    • 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
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