Getting Started with Salesforce Flow – Part 62 (Auto Assign or Remove Permission Set to Multiple Users)

Big Idea or Enduring Question: Permission Sets are helpful for providing a particular set of functionalities to a user in addition to the permissions provided by their Profile.  For example, you may want to allow only a few of your sales users to convert leads. In this case, rather than

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

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

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

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

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Getting Started with Salesforce Flow – Part 9 (Use an Inline Visualforce Page to auto launch a Flow)

An inline Visualforce page allows us to embed a Visualforce page to standard page layouts. A Visualforce page would be available for embedding in the standard page layouts provided the page is using the standard controller of that particular object. You can auto-launch a flow without user interaction, using the following methods

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Getting Started with Process Builder – Part 48 (Conditionally Make a Field Read-only or Editable)

As a part of the new user onboarding process, the organization allows its users to fill in a few details on the user detail page (Or some other object) like Date of birth, etc. As these are the key fields related to their employee insurance policies, the organization doesn‘t want

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